VGSLX vs. RWR
Compare and contrast key facts about Vanguard Real Estate Index Fund Admiral Shares (VGSLX) and SPDR Dow Jones REIT ETF (RWR).
VGSLX is managed by Vanguard. It was launched on Nov 12, 2001. RWR is a passively managed fund by State Street that tracks the performance of the Dow Jones U.S. Select REIT Index. It was launched on Apr 23, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGSLX or RWR.
Correlation
The correlation between VGSLX and RWR is 0.97, 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
VGSLX vs. RWR - Performance Comparison
Key characteristics
VGSLX:
0.20
RWR:
0.57
VGSLX:
0.37
RWR:
0.87
VGSLX:
1.05
RWR:
1.11
VGSLX:
0.12
RWR:
0.39
VGSLX:
0.69
RWR:
2.34
VGSLX:
4.64%
RWR:
3.91%
VGSLX:
16.09%
RWR:
15.94%
VGSLX:
-74.07%
RWR:
-74.92%
VGSLX:
-15.49%
RWR:
-9.96%
Returns By Period
In the year-to-date period, VGSLX achieves a 2.44% return, which is significantly lower than RWR's 7.07% return. Over the past 10 years, VGSLX has outperformed RWR with an annualized return of 4.63%, while RWR has yielded a comparatively lower 4.38% annualized return.
VGSLX
2.44%
-7.49%
7.05%
4.52%
2.74%
4.63%
RWR
7.07%
-5.29%
9.48%
9.14%
3.33%
4.38%
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VGSLX vs. RWR - Expense Ratio Comparison
VGSLX has a 0.12% expense ratio, which is lower than RWR's 0.25% expense ratio. Despite the difference, 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
VGSLX vs. RWR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund Admiral Shares (VGSLX) and SPDR Dow Jones REIT ETF (RWR). 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
VGSLX vs. RWR - Dividend Comparison
VGSLX's dividend yield for the trailing twelve months is around 2.93%, more than RWR's 2.30% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 2.93% | 3.96% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
RWR SPDR Dow Jones REIT ETF | 2.30% | 3.75% | 3.81% | 2.79% | 3.73% | 3.36% | 4.19% | 3.05% | 4.39% | 3.17% | 3.06% | 3.39% |
Drawdowns
VGSLX vs. RWR - Drawdown Comparison
The maximum VGSLX drawdown since its inception was -74.07%, roughly equal to the maximum RWR drawdown of -74.92%. Use the drawdown chart below to compare losses from any high point for VGSLX and RWR. For additional features, visit the drawdowns tool.
Volatility
VGSLX vs. RWR - Volatility Comparison
The current volatility for Vanguard Real Estate Index Fund Admiral Shares (VGSLX) is 5.21%, while SPDR Dow Jones REIT ETF (RWR) has a volatility of 5.53%. This indicates that VGSLX experiences smaller price fluctuations and is considered to be less risky than RWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.