VGSIX vs. AIGYX
VGSIX (Vanguard Real Estate Index Fund) and AIGYX (abrdn Realty Income & Growth Fund) are both REIT funds. Over the past 10 years, VGSIX returned 4.55%/yr vs 7.96%/yr for AIGYX. With a 0.97 correlation, they move nearly in lockstep. VGSIX charges 0.26%/yr vs 1.01%/yr for AIGYX.
Performance
VGSIX vs. AIGYX - Performance Comparison
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Returns By Period
In the year-to-date period, VGSIX achieves a 12.66% return, which is significantly lower than AIGYX's 19.18% return. Over the past 10 years, VGSIX has underperformed AIGYX with an annualized return of 4.55%, while AIGYX has yielded a comparatively higher 7.96% annualized return.
VGSIX
- 1D
- 0.28%
- 1M
- 0.66%
- 6M
- 8.92%
- YTD
- 12.66%
- 1Y
- 12.89%
- 3Y*
- 7.74%
- 5Y*
- 1.88%
- 10Y*
- 4.55%
AIGYX
- 1D
- -0.25%
- 1M
- 1.99%
- 6M
- 15.72%
- YTD
- 19.18%
- 1Y
- 24.18%
- 3Y*
- 12.23%
- 5Y*
- 8.66%
- 10Y*
- 7.96%
VGSIX vs. AIGYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGSIX Vanguard Real Estate Index Fund | 12.66% | 2.04% | 2.67% | 12.97% | -26.29% | 40.18% | -4.87% | 28.74% | -6.14% | 4.80% |
AIGYX abrdn Realty Income & Growth Fund | 19.18% | 4.20% | 9.61% | 13.34% | -24.99% | 62.09% | -6.59% | 27.80% | -7.59% | 8.52% |
Correlation
The correlation between VGSIX and AIGYX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 1999 | 0.97 |
The correlation between VGSIX and AIGYX has been stable across timeframes, ranging from 0.92 to 0.98 - a consistent structural relationship.
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Return for Risk
VGSIX vs. AIGYX — Risk / Return Rank
VGSIX
AIGYX
VGSIX vs. AIGYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund (VGSIX) and abrdn Realty Income & Growth Fund (AIGYX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VGSIX | AIGYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.83 | ||
| Sortino ratioReturn per unit of downside risk | -1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.32 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.69 | 3.27 | -1.58 |
| Martin ratioReturn relative to average drawdown | 5.28 | 11.29 | -6.01 |
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Drawdowns
VGSIX vs. AIGYX - Drawdown Comparison
The maximum VGSIX drawdown since its inception was -73.13%, smaller than the maximum AIGYX drawdown of -79.94%. Use the drawdown chart below to compare losses from any high point for VGSIX and AIGYX.
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Drawdown Indicators
| VGSIX | AIGYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.13% | -79.94% | +6.81% |
Max Drawdown (1Y)Largest decline over 1 year | -8.32% | -7.71% | -0.61% |
Max Drawdown (3Y)Largest decline over 3 years | -18.62% | -18.26% | -0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -34.58% | -31.20% | -3.38% |
Max Drawdown (10Y)Largest decline over 10 years | -42.35% | -43.10% | +0.75% |
Current DrawdownCurrent decline from peak | -1.73% | -0.97% | -0.76% |
Average DrawdownAverage peak-to-trough decline | -11.84% | -12.37% | +0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 2.23% | +0.43% |
Volatility
VGSIX vs. AIGYX - Volatility Comparison
Vanguard Real Estate Index Fund (VGSIX) and abrdn Realty Income & Growth Fund (AIGYX) have volatilities of 4.90% and 4.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGSIX | AIGYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 4.81% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 10.65% | 10.87% | -0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.93% | 13.77% | +0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.97% | 20.76% | -1.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.89% | 21.98% | -1.09% |
VGSIX vs. AIGYX - Expense Ratio Comparison
VGSIX has a 0.26% expense ratio, which is lower than AIGYX's 1.01% expense ratio.
Dividends
VGSIX vs. AIGYX - Dividend Comparison
VGSIX's dividend yield for the trailing twelve months is around 3.42%, less than AIGYX's 6.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIGYX abrdn Realty Income & Growth Fund | 6.72% | 8.43% | 12.69% | 4.01% | 8.97% | 27.57% | 16.28% | 18.30% | 49.34% | 5.85% | 5.48% | 4.69% |
VGSIX Vanguard Real Estate Index Fund | 3.42% | 2.76% | 2.83% | 3.77% | 3.75% | 2.43% | 3.78% | 3.24% | 4.59% | 4.09% | 4.67% | 3.78% |
Frequently Asked Questions
With a correlation of 0.92, VGSIX and AIGYX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
VGSIX has higher volatility (4.90%) compared to AIGYX (4.81%). In terms of maximum drawdown, VGSIX dropped -73.13% vs AIGYX's -79.94%.
AIGYX currently has the higher Sharpe Ratio (1.84 vs 1.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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