AFCG vs. VNQ
Compare and contrast key facts about AFC Gamma, Inc. (AFCG) 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: AFCG or VNQ.
Key characteristics
| AFCG | VNQ | |
|---|---|---|
| YTD Return | 19.62% | 2.06% |
| 1Y Return | 16.47% | 6.85% |
| 3Y Return (Ann) | 0.19% | -2.15% |
| Sharpe Ratio | 0.80 | 0.33 |
| Daily Std Dev | 32.16% | 18.45% |
| Max Drawdown | -49.83% | -73.07% |
| Current Drawdown | -17.19% | -15.81% |
Correlation
The correlation between AFCG and VNQ is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AFCG vs. VNQ - Performance Comparison
In the year-to-date period, AFCG achieves a 19.62% return, which is significantly higher than VNQ's 2.06% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AFCG vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AFC Gamma, Inc. (AFCG) 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
AFCG vs. VNQ - Dividend Comparison
AFCG's dividend yield for the trailing twelve months is around 20.63%, more than VNQ's 4.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFCG AFC Gamma, Inc. | 20.63% | 22.04% | 13.83% | 5.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 4.03% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
AFCG vs. VNQ - Drawdown Comparison
The maximum AFCG drawdown since its inception was -49.83%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for AFCG and VNQ. For additional features, visit the drawdowns tool.
Volatility
AFCG vs. VNQ - Volatility Comparison
AFC Gamma, Inc. (AFCG) has a higher volatility of 14.12% compared to Vanguard Real Estate ETF (VNQ) at 4.43%. This indicates that AFCG'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.