AES vs. VNQ
Compare and contrast key facts about The AES Corporation (AES) and Vanguard Real Estate ETF (VNQ).
VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AES or VNQ.
Key characteristics
| AES | VNQ | |
|---|---|---|
| YTD Return | -3.71% | -9.10% |
| 1Y Return | -16.42% | 2.15% |
| 3Y Return (Ann) | -10.55% | -3.53% |
| 5Y Return (Ann) | 4.61% | 1.82% |
| 10Y Return (Ann) | 5.88% | 4.97% |
| Sharpe Ratio | -0.51 | 0.02 |
| Daily Std Dev | 36.01% | 18.85% |
| Max Drawdown | -98.65% | -73.07% |
| Current Drawdown | -63.23% | -25.02% |
Correlation
The correlation between AES and VNQ is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AES vs. VNQ - Performance Comparison
In the year-to-date period, AES achieves a -3.71% return, which is significantly higher than VNQ's -9.10% return. Over the past 10 years, AES has outperformed VNQ with an annualized return of 5.88%, while VNQ has yielded a comparatively lower 4.97% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
AES vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The AES Corporation (AES) and Vanguard Real Estate ETF (VNQ). 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.
Dividends
AES vs. VNQ - Dividend Comparison
AES's dividend yield for the trailing twelve months is around 3.72%, less than VNQ's 4.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AES The AES Corporation | 3.72% | 3.45% | 2.20% | 2.48% | 2.44% | 2.74% | 3.60% | 4.43% | 3.79% | 4.18% | 1.45% | 1.10% |
VNQ Vanguard Real Estate ETF | 4.34% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
AES vs. VNQ - Drawdown Comparison
The maximum AES drawdown since its inception was -98.65%, which is greater than VNQ's maximum drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for AES and VNQ. For additional features, visit the drawdowns tool.
Volatility
AES vs. VNQ - Volatility Comparison
The AES Corporation (AES) has a higher volatility of 10.30% compared to Vanguard Real Estate ETF (VNQ) at 5.91%. This indicates that AES's price experiences larger fluctuations and is considered to be riskier than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.