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 0.11% 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 Global ex-U.S. Real Estate Index Fund Adm... | 0.12% | 3.70B | Feb 2011 | VGSNX vs VGRLX |
Best Risk-Adjusted Alternatives to VGSNX
VGSNX has a PortfoliosLab risk / return rank of 35. There are 75 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 | 99 | — | Oct 1995 | VGSNX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 85 | — | Oct 2011 | VGSNX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | VGSNX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 81 | — | Feb 1999 | VGSNX vs IRSAX |
Top Performing VGSNX Alternatives (YTD)
VGSNX is at 13.95% YTD. There are 50 mutual funds in the REIT category with higher YTD returns, going as high as 21.10%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 21.10% | — | Dec 2010 | VGSNX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 20.94% | — | Dec 1998 | VGSNX vs AIGYX | |
| Columbia Real Estate Equity Fund | 20.10% | — | Apr 1994 | VGSNX vs CREEX | |
| VY CBRE Real Estate Portfolio | 20.10% | — | Jan 1989 | VGSNX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.09% | — | Mar 1995 | VGSNX vs PHRAX |
Lowest Volatility Alternatives to VGSNX
VGSNX has 13.87% 1-year volatility. There are 74 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.45% | — | Jun 2023 | VGSNX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | 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 | 3.75% | — | Jun 2014 | VGSNX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.18% | — | Feb 2003 | VGSNX vs FRIFX |
Lowest Drawdown Alternatives to VGSNX
VGSNX has a 1-year max drawdown of -8.34%. There are 50 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 | -0.29% | — | 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, VGSLX, VOO. 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