VLPIX vs. VOO
Compare and contrast key facts about Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) and Vanguard S&P 500 ETF (VOO).
VLPIX is managed by Virtus. It was launched on Sep 8, 2015. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VLPIX or VOO.
Correlation
The correlation between VLPIX and VOO is 0.55, 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
VLPIX vs. VOO - Performance Comparison
Key characteristics
VLPIX:
3.34
VOO:
1.81
VLPIX:
4.14
VOO:
2.44
VLPIX:
1.59
VOO:
1.33
VLPIX:
5.26
VOO:
2.74
VLPIX:
20.23
VOO:
11.43
VLPIX:
2.37%
VOO:
2.02%
VLPIX:
14.36%
VOO:
12.77%
VLPIX:
-64.56%
VOO:
-33.99%
VLPIX:
-5.15%
VOO:
-0.72%
Returns By Period
In the year-to-date period, VLPIX achieves a 3.50% return, which is significantly higher than VOO's 3.31% return.
VLPIX
3.50%
1.96%
21.91%
46.28%
22.14%
N/A
VOO
3.31%
4.26%
12.44%
22.48%
14.26%
13.25%
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VLPIX vs. VOO - Expense Ratio Comparison
VLPIX has a 1.17% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VLPIX vs. VOO — Risk-Adjusted Performance Rank
VLPIX
VOO
VLPIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) 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.
Dividends
VLPIX vs. VOO - Dividend Comparison
VLPIX's dividend yield for the trailing twelve months is around 2.53%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLPIX Virtus Duff & Phelps Select MLP and Energy Fund | 2.53% | 2.61% | 3.32% | 3.01% | 3.66% | 5.40% | 4.29% | 4.03% | 2.81% | 2.50% | 0.92% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VLPIX vs. VOO - Drawdown Comparison
The maximum VLPIX drawdown since its inception was -64.56%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VLPIX and VOO. For additional features, visit the drawdowns tool.
Volatility
VLPIX vs. VOO - Volatility Comparison
Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) has a higher volatility of 6.79% compared to Vanguard S&P 500 ETF (VOO) at 3.40%. This indicates that VLPIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.