REIX vs VOO
NYLIM CBRE Real Estate & Infrastructure ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | REIX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $7M | $997.4B | |
| Dividend Yield | 2.65% | 1.08% | |
| Holdings | 109 | 509 | |
| YTD Return | -0.48% | +12.87% | |
| 1Y Return | - | +21.15% | |
| 3Y Return (annualized) | - | +20.93% | |
| 5Y Return (annualized) | - | +12.76% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -0.5% | -34.3% | |
| Fund Family | IndexIQ Trust | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 10, 2023 | Sep 7, 2010 |
REIX vs VOO Performance
NYLIM CBRE Real Estate & Infrastructure ETF (REIX) is a ETF from IndexIQ Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, REIX is down 0.48% versus a gain of 12.87% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -0.5% for REIX and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
REIX charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, REIX currently yields 2.65% against 1.08% for VOO.
Holdings Overlap
REIX and VOO share 31 holdings out of 579 unique holdings combined, representing a 3.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, REIX or VOO?
REIX has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
What is the holdings overlap between REIX and VOO?
REIX and VOO share 31 common holdings with a 3.1% weight overlap. Combined, they hold 579 unique securities.
Which pays a higher dividend, REIX or VOO?
REIX yields 2.65% while VOO yields 1.08%, so REIX currently pays the higher dividend yield.
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