AHH vs. VNQ
Compare and contrast key facts about Armada Hoffler Properties, Inc. (AHH) 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: AHH or VNQ.
Key characteristics
| AHH | VNQ | |
|---|---|---|
| YTD Return | -10.69% | -7.20% |
| 1Y Return | -2.11% | 3.83% |
| 3Y Return (Ann) | -1.53% | -2.59% |
| 5Y Return (Ann) | -2.32% | 2.24% |
| 10Y Return (Ann) | 7.53% | 5.20% |
| Sharpe Ratio | -0.03 | 0.25 |
| Daily Std Dev | 26.15% | 18.83% |
| Max Drawdown | -62.05% | -73.07% |
| Current Drawdown | -27.97% | -23.45% |
Correlation
The correlation between AHH and VNQ is 0.64, 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
AHH vs. VNQ - Performance Comparison
In the year-to-date period, AHH achieves a -10.69% return, which is significantly lower than VNQ's -7.20% return. Over the past 10 years, AHH has outperformed VNQ with an annualized return of 7.53%, while VNQ has yielded a comparatively lower 5.20% annualized 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
AHH vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Armada Hoffler Properties, Inc. (AHH) 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
AHH vs. VNQ - Dividend Comparison
AHH's dividend yield for the trailing twelve months is around 7.29%, more than VNQ's 4.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHH Armada Hoffler Properties, Inc. | 7.29% | 6.27% | 6.26% | 4.20% | 3.92% | 4.58% | 5.69% | 4.89% | 6.18% | 6.49% | 6.74% | 4.31% |
VNQ Vanguard Real Estate ETF | 4.25% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
AHH vs. VNQ - Drawdown Comparison
The maximum AHH drawdown since its inception was -62.05%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for AHH and VNQ. For additional features, visit the drawdowns tool.
Volatility
AHH vs. VNQ - Volatility Comparison
Armada Hoffler Properties, Inc. (AHH) has a higher volatility of 7.32% compared to Vanguard Real Estate ETF (VNQ) at 6.17%. This indicates that AHH'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.