Vanguard Real Estate Index Fund Institutional Shares (VGSNX) 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 VGSNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VGSNX
VGSNX charges 0.10% annually. There are 3 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 | VGSNX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | VGSNX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | VGSNX vs VRTPX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | VGSNX vs VGRNX | |
| Vanguard Real Estate Index Fund Admiral Shares | 0.12% | 69.90B | Nov 2001 | VGSNX vs VGSLX |
Best Risk-Adjusted Alternatives to VGSNX
VGSNX has a PortfoliosLab risk / return rank of 10. There are 63 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 | VGSNX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | VGSNX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | VGSNX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | VGSNX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 47 | — | — | VGSNX vs FRIRX |
Top Performing VGSNX Alternatives (YTD)
VGSNX is at 7.95% YTD. There are 51 mutual funds in the REIT category with higher YTD returns, going as high as 12.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 12.78% | — | Dec 2010 | VGSNX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 12.76% | — | Dec 2002 | VGSNX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 12.42% | — | Dec 1996 | VGSNX vs CRARX | |
| BlackRock Real Estate Securities Fund | 12.38% | — | Sep 2012 | VGSNX vs BIREX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.29% | — | Oct 2003 | VGSNX vs PRRSX |
Lowest Volatility Alternatives to VGSNX
VGSNX has 13.16% 1-year volatility. There are 76 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 | VGSNX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | VGSNX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | VGSNX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.58% | — | Jun 2014 | VGSNX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | VGSNX vs FRINX |
Lowest Drawdown Alternatives to VGSNX
VGSNX has a 1-year max drawdown of -8.34%. There are 49 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 | VGSNX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | VGSNX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | VGSNX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | VGSNX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | VGSNX 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 VGSNX
Investors most often compare VGSNX with VNQ, VOO, VTIFX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare VGSNX with Any Fund or Stock
Compare VGSNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VGSNX with funds that move differently
Vanguard Real Estate Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VGSNX.
Explore VGSNX Diversifiers