Vanguard Real Estate Index Fund (VGSIX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VGSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VGSIX
VGSIX charges 0.26% annually. There are 10 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | VGSIX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | VGSIX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | VGSIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | VGSIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | VGSIX vs VGRNX |
Best Risk-Adjusted Alternatives to VGSIX
VGSIX has a PortfoliosLab risk / return rank of 14. There are 69 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | VGSIX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | VGSIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 86 | — | Oct 2011 | VGSIX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | VGSIX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 48 | — | — | VGSIX vs FRIRX |
Top Performing VGSIX Alternatives (YTD)
VGSIX is at 10.27% YTD. There are 50 mutual funds in the REIT category with higher YTD returns, going as high as 17.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 17.00% | — | Dec 2010 | VGSIX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 16.35% | — | Dec 1998 | VGSIX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 15.96% | — | Jan 1989 | VGSIX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 15.62% | — | Mar 1995 | VGSIX vs PHRAX | |
| Great-West Real Estate Index Fund | 15.55% | — | Nov 2012 | VGSIX vs MXREX |
Lowest Volatility Alternatives to VGSIX
VGSIX has 13.81% 1-year volatility. There are 74 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | VGSIX vs CREMX | |
| TIAA Real Estate Account | 0.79% | — | Oct 1995 | VGSIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | VGSIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | VGSIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.13% | — | Apr 2010 | VGSIX vs FRINX |
Lowest Drawdown Alternatives to VGSIX
VGSIX has a 1-year max drawdown of -8.32%. There are 47 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | VGSIX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | VGSIX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | VGSIX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | VGSIX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | VGSIX vs FRIFX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VGSIX
Investors most often compare VGSIX with VNQ, VGSLX, CSRIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare VGSIX with Any Fund or Stock
Compare VGSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VGSIX with funds that move differently
Vanguard Real Estate Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VGSIX.
Explore VGSIX Diversifiers