VGSIX vs. SPEM
Compare and contrast key facts about Vanguard Real Estate Index Fund (VGSIX) and SPDR Portfolio Emerging Markets ETF (SPEM).
VGSIX is managed by Vanguard. It was launched on May 13, 1996. SPEM is a passively managed fund by State Street that tracks the performance of the S&P Emerging Markets BMI. It was launched on Mar 19, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGSIX or SPEM.
Correlation
The correlation between VGSIX and SPEM is 0.51, 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
VGSIX vs. SPEM - Performance Comparison
Key characteristics
VGSIX:
0.34
SPEM:
0.91
VGSIX:
0.56
SPEM:
1.35
VGSIX:
1.07
SPEM:
1.17
VGSIX:
0.21
SPEM:
0.62
VGSIX:
1.19
SPEM:
3.85
VGSIX:
4.62%
SPEM:
3.55%
VGSIX:
16.01%
SPEM:
15.03%
VGSIX:
-73.13%
SPEM:
-64.41%
VGSIX:
-14.50%
SPEM:
-9.04%
Returns By Period
In the year-to-date period, VGSIX achieves a 3.94% return, which is significantly lower than SPEM's 11.31% return. Both investments have delivered pretty close results over the past 10 years, with VGSIX having a 4.82% annualized return and SPEM not far behind at 4.61%.
VGSIX
3.94%
-5.48%
8.42%
4.71%
2.92%
4.82%
SPEM
11.31%
-0.99%
2.70%
12.74%
3.44%
4.61%
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VGSIX vs. SPEM - Expense Ratio Comparison
VGSIX has a 0.26% expense ratio, which is higher than SPEM's 0.11% 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
VGSIX vs. SPEM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund (VGSIX) and SPDR Portfolio Emerging Markets ETF (SPEM). 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. SPEM - Dividend Comparison
VGSIX's dividend yield for the trailing twelve months is around 3.94%, more than SPEM's 1.16% 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% |
SPEM SPDR Portfolio Emerging Markets ETF | 1.16% | 2.80% | 3.38% | 3.14% | 1.92% | 2.94% | 2.34% | 1.12% | 1.51% | 2.40% | 2.26% | 1.91% |
Drawdowns
VGSIX vs. SPEM - Drawdown Comparison
The maximum VGSIX drawdown since its inception was -73.13%, which is greater than SPEM's maximum drawdown of -64.41%. Use the drawdown chart below to compare losses from any high point for VGSIX and SPEM. For additional features, visit the drawdowns tool.
Volatility
VGSIX vs. SPEM - Volatility Comparison
Vanguard Real Estate Index Fund (VGSIX) has a higher volatility of 5.11% compared to SPDR Portfolio Emerging Markets ETF (SPEM) at 4.33%. This indicates that VGSIX's price experiences larger fluctuations and is considered to be riskier than SPEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.