AIRC vs. VGT
Compare and contrast key facts about Apartment Income REIT Corp. (AIRC) and Vanguard Information Technology ETF (VGT).
VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 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 VGT.
Key characteristics
| AIRC | VGT | |
|---|---|---|
| YTD Return | 12.17% | 0.75% |
| 1Y Return | 13.61% | 29.63% |
| 3Y Return (Ann) | -1.44% | 9.01% |
| Sharpe Ratio | 0.43 | 1.60 |
| Daily Std Dev | 31.66% | 18.29% |
| Max Drawdown | -44.34% | -54.63% |
| Current Drawdown | -22.91% | -8.02% |
Correlation
The correlation between AIRC and VGT is 0.41, 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. VGT - Performance Comparison
In the year-to-date period, AIRC achieves a 12.17% return, which is significantly higher than VGT's 0.75% 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. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Apartment Income REIT Corp. (AIRC) and Vanguard Information Technology ETF (VGT). 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. VGT - Dividend Comparison
AIRC's dividend yield for the trailing twelve months is around 4.69%, more than VGT's 0.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIRC Apartment Income REIT Corp. | 4.69% | 5.18% | 5.25% | 3.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.74% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
AIRC vs. VGT - Drawdown Comparison
The maximum AIRC drawdown since its inception was -44.34%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for AIRC and VGT. For additional features, visit the drawdowns tool.
Volatility
AIRC vs. VGT - Volatility Comparison
Apartment Income REIT Corp. (AIRC) has a higher volatility of 20.77% compared to Vanguard Information Technology ETF (VGT) at 5.26%. This indicates that AIRC's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.