Correlation
The correlation between VLPIX and VOOG 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.
VLPIX vs. VOOG
Compare and contrast key facts about Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) and Vanguard S&P 500 Growth ETF (VOOG).
VLPIX is managed by Virtus. It was launched on Sep 8, 2015. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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 VOOG.
Performance
VLPIX vs. VOOG - Performance Comparison
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Key characteristics
VLPIX:
1.28
VOOG:
0.81
VLPIX:
1.59
VOOG:
1.14
VLPIX:
1.24
VOOG:
1.16
VLPIX:
1.41
VOOG:
0.81
VLPIX:
4.45
VOOG:
2.71
VLPIX:
5.55%
VOOG:
6.66%
VLPIX:
20.16%
VOOG:
25.20%
VLPIX:
-64.56%
VOOG:
-32.73%
VLPIX:
-9.36%
VOOG:
-2.88%
Returns By Period
In the year-to-date period, VLPIX achieves a -1.10% return, which is significantly lower than VOOG's 2.14% return.
VLPIX
-1.10%
1.06%
-7.10%
25.64%
16.03%
26.33%
N/A
VOOG
2.14%
9.55%
2.92%
20.35%
17.26%
16.67%
14.84%
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VLPIX vs. VOOG - Expense Ratio Comparison
VLPIX has a 1.17% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
VLPIX vs. VOOG — Risk-Adjusted Performance Rank
VLPIX
VOOG
VLPIX vs. VOOG - 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 Growth ETF (VOOG). 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.
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Dividends
VLPIX vs. VOOG - Dividend Comparison
VLPIX's dividend yield for the trailing twelve months is around 2.74%, more than VOOG's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLPIX Virtus Duff & Phelps Select MLP and Energy Fund | 2.74% | 2.61% | 3.32% | 3.01% | 3.66% | 5.40% | 4.29% | 4.03% | 2.81% | 2.50% | 0.92% | 0.00% |
VOOG Vanguard S&P 500 Growth ETF | 0.55% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
VLPIX vs. VOOG - Drawdown Comparison
The maximum VLPIX drawdown since its inception was -64.56%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for VLPIX and VOOG.
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Volatility
VLPIX vs. VOOG - Volatility Comparison
The current volatility for Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) is 3.44%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.54%. This indicates that VLPIX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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