VGSIX vs. O
Compare and contrast key facts about Vanguard Real Estate Index Fund (VGSIX) and Realty Income Corporation (O).
VGSIX is managed by Vanguard. It was launched on May 13, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGSIX or O.
Correlation
The correlation between VGSIX and O is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VGSIX vs. O - Performance Comparison
Key characteristics
VGSIX:
0.34
O:
-0.24
VGSIX:
0.56
O:
-0.22
VGSIX:
1.07
O:
0.97
VGSIX:
0.21
O:
-0.16
VGSIX:
1.19
O:
-0.53
VGSIX:
4.62%
O:
7.99%
VGSIX:
16.01%
O:
17.36%
VGSIX:
-73.13%
O:
-48.45%
VGSIX:
-14.50%
O:
-21.62%
Returns By Period
In the year-to-date period, VGSIX achieves a 3.94% return, which is significantly higher than O's -5.13% return. Over the past 10 years, VGSIX has underperformed O with an annualized return of 4.82%, while O has yielded a comparatively higher 5.52% annualized return.
VGSIX
3.94%
-5.48%
8.42%
4.71%
2.92%
4.82%
O
-5.13%
-9.06%
0.31%
-3.50%
-1.31%
5.52%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
VGSIX vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund (VGSIX) and Realty Income Corporation (O). 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
VGSIX vs. O - Dividend Comparison
VGSIX's dividend yield for the trailing twelve months is around 3.94%, less than O's 6.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSIX Vanguard Real Estate Index Fund | 2.77% | 3.82% | 3.75% | 2.44% | 3.78% | 3.24% | 4.58% | 4.09% | 4.67% | 3.78% | 3.47% | 4.16% |
O Realty Income Corporation | 6.04% | 5.33% | 4.69% | 3.88% | 4.51% | 3.69% | 4.19% | 4.45% | 4.19% | 4.42% | 4.59% | 5.84% |
Drawdowns
VGSIX vs. O - Drawdown Comparison
The maximum VGSIX drawdown since its inception was -73.13%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for VGSIX and O. For additional features, visit the drawdowns tool.
Volatility
VGSIX vs. O - Volatility Comparison
Vanguard Real Estate Index Fund (VGSIX) has a higher volatility of 5.04% compared to Realty Income Corporation (O) at 4.77%. This indicates that VGSIX's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.