BIRDX vs. VNQ

In the year-to-date period, BIRDX achieves a 3.46% return, which is significantly higher than VNQ's 1.12% return.

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BIRDX has a 0.19% expense ratio, which is higher than VNQ's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for iShares Developed Real Estate Index Fund (BIRDX) 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.

The current BIRDX Sharpe Ratio is -0.38, which is lower than the VNQ Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of BIRDX and VNQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BIRDX's dividend yield for the trailing twelve months is around 22.73%, more than VNQ's 4.07% yield.

The maximum BIRDX drawdown since its inception was -43.03%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for BIRDX and VNQ. For additional features, visit the drawdowns tool.