REIIX vs. VOO
Compare and contrast key facts about West Loop Realty Fund (REIIX) and Vanguard S&P 500 ETF (VOO).
REIIX is managed by Liberty Street. It was launched on Dec 31, 2013. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REIIX or VOO.
Correlation
The correlation between REIIX and VOO is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
REIIX vs. VOO - Performance Comparison
Key characteristics
REIIX:
0.04
VOO:
1.88
REIIX:
0.17
VOO:
2.53
REIIX:
1.03
VOO:
1.35
REIIX:
0.02
VOO:
2.81
REIIX:
0.10
VOO:
11.78
REIIX:
7.78%
VOO:
2.02%
REIIX:
19.17%
VOO:
12.67%
REIIX:
-41.31%
VOO:
-33.99%
REIIX:
-30.81%
VOO:
0.00%
Returns By Period
In the year-to-date period, REIIX achieves a 2.18% return, which is significantly lower than VOO's 4.61% return. Over the past 10 years, REIIX has underperformed VOO with an annualized return of 0.95%, while VOO has yielded a comparatively higher 13.30% annualized return.
REIIX
2.18%
2.85%
-10.78%
2.49%
-3.18%
0.95%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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REIIX vs. VOO - Expense Ratio Comparison
REIIX has a 1.43% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
REIIX vs. VOO — Risk-Adjusted Performance Rank
REIIX
VOO
REIIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for West Loop Realty Fund (REIIX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
REIIX vs. VOO - Dividend Comparison
REIIX's dividend yield for the trailing twelve months is around 1.95%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REIIX West Loop Realty Fund | 1.95% | 1.99% | 1.78% | 1.61% | 0.90% | 1.58% | 1.42% | 1.63% | 1.70% | 0.96% | 1.20% | 0.96% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
REIIX vs. VOO - Drawdown Comparison
The maximum REIIX drawdown since its inception was -41.31%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for REIIX and VOO. For additional features, visit the drawdowns tool.
Volatility
REIIX vs. VOO - Volatility Comparison
West Loop Realty Fund (REIIX) has a higher volatility of 4.41% compared to Vanguard S&P 500 ETF (VOO) at 3.01%. This indicates that REIIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.