AGR.L vs. VNQ
Compare and contrast key facts about Assura plc (AGR.L) 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: AGR.L or VNQ.
Correlation
The correlation between AGR.L and VNQ is 0.16, 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
AGR.L vs. VNQ - Performance Comparison
Key characteristics
AGR.L:
-0.65
VNQ:
0.43
AGR.L:
-0.81
VNQ:
0.68
AGR.L:
0.91
VNQ:
1.09
AGR.L:
-0.20
VNQ:
0.27
AGR.L:
-1.15
VNQ:
1.70
AGR.L:
10.80%
VNQ:
4.05%
AGR.L:
19.21%
VNQ:
15.96%
AGR.L:
-91.89%
VNQ:
-73.07%
AGR.L:
-62.20%
VNQ:
-13.18%
Returns By Period
In the year-to-date period, AGR.L achieves a -0.26% return, which is significantly lower than VNQ's 0.42% return. Over the past 10 years, AGR.L has underperformed VNQ with an annualized return of 2.66%, while VNQ has yielded a comparatively higher 4.79% annualized return.
AGR.L
-0.26%
-3.65%
-5.52%
-13.39%
-8.20%
2.66%
VNQ
0.42%
-5.90%
9.06%
7.10%
3.20%
4.79%
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Risk-Adjusted Performance
AGR.L vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Assura plc (AGR.L) 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
AGR.L vs. VNQ - Dividend Comparison
AGR.L's dividend yield for the trailing twelve months is around 8.73%, more than VNQ's 3.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGR.L Assura plc | 8.73% | 8.71% | 6.73% | 5.65% | 4.20% | 3.68% | 3.54% | 5.02% | 3.84% | 3.96% | 4.63% | 3.67% |
VNQ Vanguard Real Estate ETF | 3.84% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
AGR.L vs. VNQ - Drawdown Comparison
The maximum AGR.L drawdown since its inception was -91.89%, which is greater than VNQ's maximum drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for AGR.L and VNQ. For additional features, visit the drawdowns tool.
Volatility
AGR.L vs. VNQ - Volatility Comparison
The current volatility for Assura plc (AGR.L) is 4.83%, while Vanguard Real Estate ETF (VNQ) has a volatility of 5.53%. This indicates that AGR.L experiences smaller price fluctuations and is considered to be less risky than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.