VGRLX vs. VOO
Compare and contrast key facts about Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares (VGRLX) and Vanguard S&P 500 ETF (VOO).
VGRLX is managed by Vanguard. It was launched on Feb 10, 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: VGRLX or VOO.
Key characteristics
| VGRLX | VOO | |
|---|---|---|
| YTD Return | 7.33% | 19.06% |
| 1Y Return | 16.61% | 26.65% |
| 3Y Return (Ann) | -4.86% | 9.85% |
| 5Y Return (Ann) | -1.40% | 15.18% |
| 10Y Return (Ann) | 1.71% | 12.95% |
| Sharpe Ratio | 1.18 | 2.18 |
| Daily Std Dev | 15.23% | 12.72% |
| Max Drawdown | -38.77% | -33.99% |
| Current Drawdown | -16.52% | -0.48% |
Correlation
The correlation between VGRLX and VOO is 0.68, 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
VGRLX vs. VOO - Performance Comparison
In the year-to-date period, VGRLX achieves a 7.33% return, which is significantly lower than VOO's 19.06% return. Over the past 10 years, VGRLX has underperformed VOO with an annualized return of 1.71%, while VOO has yielded a comparatively higher 12.95% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VGRLX vs. VOO - Expense Ratio Comparison
VGRLX has a 0.12% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VGRLX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares (VGRLX) 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
VGRLX vs. VOO - Dividend Comparison
VGRLX's dividend yield for the trailing twelve months is around 3.48%, more than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGRLX Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares | 3.48% | 3.74% | 0.56% | 6.49% | 0.92% | 7.76% | 4.62% | 3.86% | 5.17% | 2.84% | 4.08% | 3.27% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VGRLX vs. VOO - Drawdown Comparison
The maximum VGRLX drawdown since its inception was -38.77%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VGRLX and VOO. For additional features, visit the drawdowns tool.
Volatility
VGRLX vs. VOO - Volatility Comparison
The current volatility for Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares (VGRLX) is 3.40%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.25%. This indicates that VGRLX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.