AIRC vs. VBK
Compare and contrast key facts about Apartment Income REIT Corp. (AIRC) and Vanguard Small-Cap Growth ETF (VBK).
VBK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIRC or VBK.
Key characteristics
| AIRC | VBK | |
|---|---|---|
| YTD Return | 11.88% | 0.43% |
| 1Y Return | 12.22% | 12.47% |
| 3Y Return (Ann) | -0.45% | -4.76% |
| Sharpe Ratio | 0.48 | 0.72 |
| Daily Std Dev | 31.77% | 18.51% |
| Max Drawdown | -44.34% | -58.69% |
| Current Drawdown | -23.11% | -19.47% |
Correlation
The correlation between AIRC and VBK 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
AIRC vs. VBK - Performance Comparison
In the year-to-date period, AIRC achieves a 11.88% return, which is significantly higher than VBK's 0.43% 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
AIRC vs. VBK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Apartment Income REIT Corp. (AIRC) and Vanguard Small-Cap Growth ETF (VBK). 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
AIRC vs. VBK - Dividend Comparison
AIRC's dividend yield for the trailing twelve months is around 4.70%, more than VBK's 0.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIRC Apartment Income REIT Corp. | 4.70% | 5.18% | 5.25% | 3.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VBK Vanguard Small-Cap Growth ETF | 0.71% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.82% | 1.08% | 0.98% | 1.01% | 0.65% |
Drawdowns
AIRC vs. VBK - Drawdown Comparison
The maximum AIRC drawdown since its inception was -44.34%, smaller than the maximum VBK drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for AIRC and VBK. For additional features, visit the drawdowns tool.
Volatility
AIRC vs. VBK - Volatility Comparison
Apartment Income REIT Corp. (AIRC) has a higher volatility of 20.97% compared to Vanguard Small-Cap Growth ETF (VBK) at 4.95%. This indicates that AIRC's price experiences larger fluctuations and is considered to be riskier than VBK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.