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XRMI vs. VOOG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

XRMI vs. VOOG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X S&P 500 Risk Managed Income ETF (XRMI) and Vanguard S&P 500 Growth ETF (VOOG). The values are adjusted to include any dividend payments, if applicable.

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XRMI vs. VOOG - Yearly Performance Comparison


2026 (YTD)20252024202320222021
XRMI
Global X S&P 500 Risk Managed Income ETF
-2.13%4.60%15.18%4.22%-14.06%2.68%
VOOG
Vanguard S&P 500 Growth ETF
-6.97%22.11%35.89%29.96%-29.48%8.69%

Returns By Period

In the year-to-date period, XRMI achieves a -2.13% return, which is significantly higher than VOOG's -6.97% return.


XRMI

1D
0.41%
1M
-3.63%
YTD
-2.13%
6M
1.59%
1Y
4.23%
3Y*
6.19%
5Y*
10Y*

VOOG

1D
1.30%
1M
-4.28%
YTD
-6.97%
6M
-5.29%
1Y
23.21%
3Y*
22.32%
5Y*
12.46%
10Y*
15.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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XRMI vs. VOOG - Expense Ratio Comparison

XRMI has a 0.60% expense ratio, which is higher than VOOG's 0.07% expense ratio.


Return for Risk

XRMI vs. VOOG — Risk / Return Rank

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

XRMI
XRMI Risk / Return Rank: 3030
Overall Rank
XRMI Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
XRMI Sortino Ratio Rank: 2929
Sortino Ratio Rank
XRMI Omega Ratio Rank: 2929
Omega Ratio Rank
XRMI Calmar Ratio Rank: 3030
Calmar Ratio Rank
XRMI Martin Ratio Rank: 3131
Martin Ratio Rank

VOOG
VOOG Risk / Return Rank: 6262
Overall Rank
VOOG Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
VOOG Sortino Ratio Rank: 6161
Sortino Ratio Rank
VOOG Omega Ratio Rank: 6060
Omega Ratio Rank
VOOG Calmar Ratio Rank: 6767
Calmar Ratio Rank
VOOG Martin Ratio Rank: 6666
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.

XRMI vs. VOOG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X S&P 500 Risk Managed Income ETF (XRMI) 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.


XRMIVOOGDifference

Sharpe ratio

Return per unit of total volatility

0.62

1.05

-0.43

Sortino ratio

Return per unit of downside risk

0.89

1.62

-0.73

Omega ratio

Gain probability vs. loss probability

1.13

1.23

-0.10

Calmar ratio

Return relative to maximum drawdown

0.80

1.76

-0.96

Martin ratio

Return relative to average drawdown

2.72

6.81

-4.09

XRMI vs. VOOG - Sharpe Ratio Comparison

The current XRMI Sharpe Ratio is 0.62, which is lower than the VOOG Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of XRMI and VOOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


XRMIVOOGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.62

1.05

-0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.77

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.84

-0.58

Correlation

The correlation between XRMI and VOOG is 0.73, 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.


Dividends

XRMI vs. VOOG - Dividend Comparison

XRMI's dividend yield for the trailing twelve months is around 12.78%, more than VOOG's 0.53% yield.


TTM20252024202320222021202020192018201720162015
XRMI
Global X S&P 500 Risk Managed Income ETF
12.78%12.35%11.86%12.62%12.84%2.93%0.00%0.00%0.00%0.00%0.00%0.00%
VOOG
Vanguard S&P 500 Growth ETF
0.53%0.49%0.49%1.12%0.93%0.53%0.88%1.26%1.34%1.32%1.47%1.56%

Drawdowns

XRMI vs. VOOG - Drawdown Comparison

The maximum XRMI drawdown since its inception was -15.31%, smaller than the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for XRMI and VOOG.


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Drawdown Indicators


XRMIVOOGDifference

Max Drawdown

Largest peak-to-trough decline

-15.31%

-32.73%

+17.42%

Max Drawdown (1Y)

Largest decline over 1 year

-5.02%

-13.71%

+8.69%

Max Drawdown (5Y)

Largest decline over 5 years

-32.73%

Max Drawdown (10Y)

Largest decline over 10 years

-32.73%

Current Drawdown

Current decline from peak

-3.86%

-9.07%

+5.21%

Average Drawdown

Average peak-to-trough decline

-6.10%

-5.01%

-1.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.47%

3.54%

-2.07%

Volatility

XRMI vs. VOOG - Volatility Comparison

The current volatility for Global X S&P 500 Risk Managed Income ETF (XRMI) is 2.68%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.28%. This indicates that XRMI 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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Volatility by Period


XRMIVOOGDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.68%

7.28%

-4.60%

Volatility (6M)

Calculated over the trailing 6-month period

4.51%

12.68%

-8.17%

Volatility (1Y)

Calculated over the trailing 1-year period

6.88%

22.28%

-15.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.99%

21.16%

-14.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.99%

20.65%

-13.66%