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VUAA.L vs. O
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VUAA.L vs. O - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard S&P 500 UCITS ETF USD Accumulation (VUAA.L) and Realty Income Corporation (O). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VUAA.L achieves a 8.41% return, which is significantly lower than O's 13.70% return.


VUAA.L

1D
2.02%
1M
-0.83%
YTD
8.41%
6M
9.69%
1Y
24.92%
3Y*
20.75%
5Y*
13.22%
10Y*

O

1D
1.31%
1M
1.67%
YTD
13.70%
6M
11.57%
1Y
14.88%
3Y*
6.59%
5Y*
3.49%
10Y*
4.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VUAA.L vs. O - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
VUAA.L
Vanguard S&P 500 UCITS ETF USD Accumulation
8.41%17.37%25.27%26.68%-18.63%29.34%20.33%14.82%
O
Realty Income Corporation
13.70%12.20%-2.11%-4.55%-7.38%23.95%-11.60%10.17%

Correlation

The correlation between VUAA.L and O is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.08

Correlation (3Y)
Calculated over the trailing 3-year period

-0.01

Correlation (5Y)
Calculated over the trailing 5-year period

0.12

Correlation (All Time)
Calculated using the full available price history since May 14, 2019

0.15

The correlation between VUAA.L and O shifts across timeframes, from -0.08 (1 year) to 0.15 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

VUAA.L vs. O — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VUAA.L
VUAA.L Risk / Return Rank: 7474
Overall Rank
VUAA.L Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
VUAA.L Sortino Ratio Rank: 7878
Sortino Ratio Rank
VUAA.L Omega Ratio Rank: 7272
Omega Ratio Rank
VUAA.L Calmar Ratio Rank: 6868
Calmar Ratio Rank
VUAA.L Martin Ratio Rank: 7676
Martin Ratio Rank

O
O Risk / Return Rank: 6666
Overall Rank
O Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
O Sortino Ratio Rank: 6262
Sortino Ratio Rank
O Omega Ratio Rank: 6161
Omega Ratio Rank
O Calmar Ratio Rank: 6868
Calmar Ratio Rank
O Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VUAA.L vs. O - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 UCITS ETF USD Accumulation (VUAA.L) and Realty Income Corporation (O). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VUAA.LODifference
Sharpe ratioReturn per unit of total volatility

+1.15

Sortino ratioReturn per unit of downside risk

+1.75

Omega ratioGain probability vs. loss probability

1.37

1.15

+0.21

Calmar ratioReturn relative to maximum drawdown

2.99

1.29

+1.70

Martin ratioReturn relative to average drawdown

12.46

3.12

+9.34

VUAA.L vs. O - Sharpe Ratio Comparison

The current VUAA.L Sharpe Ratio is 2.04, which is higher than the O Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of VUAA.L and O, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

VUAA.L vs. O - Drawdown Comparison

The maximum VUAA.L drawdown since its inception was -34.05%, smaller than the maximum O drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for VUAA.L and O.


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Drawdown Indicators


VUAA.LODifference

Max Drawdown

Largest peak-to-trough decline

-34.05%

-48.45%

+14.40%

Max Drawdown (1Y)

Largest decline over 1 year

-8.18%

-11.10%

+2.92%

Max Drawdown (3Y)

Largest decline over 3 years

-18.39%

-26.49%

+8.10%

Max Drawdown (5Y)

Largest decline over 5 years

-24.36%

-34.48%

+10.12%

Max Drawdown (10Y)

Largest decline over 10 years

-48.28%

Current Drawdown

Current decline from peak

-2.26%

-5.94%

+3.68%

Average Drawdown

Average peak-to-trough decline

-4.99%

-9.20%

+4.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.97%

4.58%

-2.61%

Volatility

VUAA.L vs. O - Volatility Comparison

The current volatility for Vanguard S&P 500 UCITS ETF USD Accumulation (VUAA.L) is 3.99%, while Realty Income Corporation (O) has a volatility of 5.29%. This indicates that VUAA.L experiences smaller price fluctuations and is considered to be less risky than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VUAA.LODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.99%

5.29%

-1.30%

Volatility (6M)

Calculated over the trailing 6-month period

9.03%

11.98%

-2.95%

Volatility (1Y)

Calculated over the trailing 1-year period

12.03%

16.21%

-4.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.05%

18.92%

-2.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.81%

25.64%

-7.83%

Dividends

VUAA.L vs. O - Dividend Comparison

VUAA.L has not paid dividends to shareholders, while O's dividend yield for the trailing twelve months is around 5.16%.


PositionTTM20252024202320222021202020192018201720162015
O
Realty Income Corporation
5.16%6.19%5.37%5.33%4.68%3.87%4.51%3.69%4.19%4.45%4.18%4.41%
VUAA.L
Vanguard S&P 500 UCITS ETF USD Accumulation
0.00%0.00%0.00%0.00%0.00%0.00%1.63%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


VUAA.L and O have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

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