VGSIX vs. VOO
Compare and contrast key facts about Vanguard Real Estate Index Fund (VGSIX) and Vanguard S&P 500 ETF (VOO).
VGSIX is managed by Vanguard. It was launched on May 13, 1996. 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.
Performance
VGSIX vs. VOO - Performance Comparison
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VGSIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGSIX Vanguard Real Estate Index Fund | -0.24% | 2.04% | 2.67% | 12.97% | -26.29% | 40.18% | -4.87% | 28.74% | -6.14% | 4.80% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, VGSIX achieves a -0.24% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, VGSIX has underperformed VOO with an annualized return of 4.14%, while VOO has yielded a comparatively higher 14.05% annualized return.
VGSIX
- 1D
- 0.38%
- 1M
- -7.74%
- YTD
- -0.24%
- 6M
- -2.68%
- 1Y
- 0.17%
- 3Y*
- 5.09%
- 5Y*
- 2.35%
- 10Y*
- 4.14%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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VGSIX vs. VOO - Expense Ratio Comparison
VGSIX has a 0.26% 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%.
Return for Risk
VGSIX vs. VOO — Risk / Return Rank
VGSIX
VOO
VGSIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund (VGSIX) 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.
| VGSIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.06 | 0.98 | -0.92 |
Sortino ratioReturn per unit of downside risk | 0.20 | 1.50 | -1.30 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.23 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.08 | 1.53 | -1.46 |
Martin ratioReturn relative to average drawdown | 0.31 | 7.29 | -6.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VGSIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.06 | 0.98 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.70 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.78 | -0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.83 | -0.50 |
Correlation
The correlation between VGSIX and VOO is 0.62, 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.
Dividends
VGSIX vs. VOO - Dividend Comparison
VGSIX's dividend yield for the trailing twelve months is around 3.84%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSIX Vanguard Real Estate Index Fund | 3.84% | 2.76% | 2.83% | 3.77% | 3.75% | 2.43% | 3.78% | 3.24% | 4.59% | 4.09% | 4.67% | 3.78% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
VGSIX vs. VOO - Drawdown Comparison
The maximum VGSIX drawdown since its inception was -73.13%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VGSIX and VOO.
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Drawdown Indicators
| VGSIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.13% | -33.99% | -39.14% |
Max Drawdown (1Y)Largest decline over 1 year | -12.45% | -11.98% | -0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -34.58% | -24.52% | -10.06% |
Max Drawdown (10Y)Largest decline over 10 years | -42.35% | -33.99% | -8.36% |
Current DrawdownCurrent decline from peak | -12.98% | -6.29% | -6.69% |
Average DrawdownAverage peak-to-trough decline | -11.91% | -3.72% | -8.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 2.52% | +0.64% |
Volatility
VGSIX vs. VOO - Volatility Comparison
The current volatility for Vanguard Real Estate Index Fund (VGSIX) is 4.12%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that VGSIX 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.
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Volatility by Period
| VGSIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 5.29% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.12% | 9.44% | -0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.31% | 18.10% | -1.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.88% | 16.82% | +2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.85% | 17.99% | +2.86% |