TORIX vs. VOO
Compare and contrast key facts about Tortoise MLP & Pipeline Fund (TORIX) and Vanguard S&P 500 ETF (VOO).
TORIX is managed by Tortoise Capital Advisors, LLC. It was launched on May 30, 2011. 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: TORIX or VOO.
Correlation
The correlation between TORIX and VOO is 0.58, 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
TORIX vs. VOO - Performance Comparison
Key characteristics
TORIX:
3.28
VOO:
1.88
TORIX:
4.00
VOO:
2.53
TORIX:
1.57
VOO:
1.35
TORIX:
4.91
VOO:
2.81
TORIX:
18.69
VOO:
11.78
TORIX:
2.65%
VOO:
2.02%
TORIX:
15.14%
VOO:
12.67%
TORIX:
-70.07%
VOO:
-33.99%
TORIX:
-4.04%
VOO:
0.00%
Returns By Period
In the year-to-date period, TORIX achieves a 6.24% return, which is significantly higher than VOO's 4.61% return. Over the past 10 years, TORIX has underperformed VOO with an annualized return of 6.68%, while VOO has yielded a comparatively higher 13.30% annualized return.
TORIX
6.24%
-2.76%
22.53%
47.47%
16.82%
6.68%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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TORIX vs. VOO - Expense Ratio Comparison
TORIX has a 0.93% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TORIX vs. VOO — Risk-Adjusted Performance Rank
TORIX
VOO
TORIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tortoise MLP & Pipeline Fund (TORIX) 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
TORIX vs. VOO - Dividend Comparison
TORIX's dividend yield for the trailing twelve months is around 4.63%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TORIX Tortoise MLP & Pipeline Fund | 4.63% | 4.92% | 4.35% | 5.29% | 4.28% | 5.64% | 4.39% | 4.19% | 2.92% | 1.87% | 5.75% | 0.99% |
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
TORIX vs. VOO - Drawdown Comparison
The maximum TORIX drawdown since its inception was -70.07%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TORIX and VOO. For additional features, visit the drawdowns tool.
Volatility
TORIX vs. VOO - Volatility Comparison
Tortoise MLP & Pipeline Fund (TORIX) has a higher volatility of 6.91% compared to Vanguard S&P 500 ETF (VOO) at 3.01%. This indicates that TORIX'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.