VGSIX vs. SPY
Compare and contrast key facts about Vanguard Real Estate Index Fund (VGSIX) and SPDR S&P 500 ETF (SPY).
VGSIX is managed by Vanguard. It was launched on May 13, 1996. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGSIX or SPY.
Correlation
The correlation between VGSIX and SPY is 0.59, 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. SPY - Performance Comparison
Key characteristics
VGSIX:
0.34
SPY:
2.03
VGSIX:
0.56
SPY:
2.71
VGSIX:
1.07
SPY:
1.38
VGSIX:
0.21
SPY:
3.02
VGSIX:
1.19
SPY:
13.49
VGSIX:
4.62%
SPY:
1.88%
VGSIX:
16.01%
SPY:
12.48%
VGSIX:
-73.13%
SPY:
-55.19%
VGSIX:
-14.50%
SPY:
-3.54%
Returns By Period
In the year-to-date period, VGSIX achieves a 3.94% return, which is significantly lower than SPY's 24.51% return. Over the past 10 years, VGSIX has underperformed SPY with an annualized return of 4.82%, while SPY has yielded a comparatively higher 12.94% annualized return.
VGSIX
3.94%
-5.48%
8.42%
4.71%
2.92%
4.82%
SPY
24.51%
-0.32%
7.56%
24.63%
14.51%
12.94%
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VGSIX vs. SPY - Expense Ratio Comparison
VGSIX has a 0.26% expense ratio, which is higher than SPY's 0.09% 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. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund (VGSIX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
VGSIX's dividend yield for the trailing twelve months is around 3.94%, more than SPY's 0.87% 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% |
SPY SPDR S&P 500 ETF | 0.87% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
VGSIX vs. SPY - Drawdown Comparison
The maximum VGSIX drawdown since its inception was -73.13%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VGSIX and SPY. For additional features, visit the drawdowns tool.
Volatility
VGSIX vs. SPY - Volatility Comparison
Vanguard Real Estate Index Fund (VGSIX) has a higher volatility of 5.11% compared to SPDR S&P 500 ETF (SPY) at 3.64%. This indicates that VGSIX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.