BRIIX vs. VNQ
Compare and contrast key facts about Baron Real Estate Income Fund (BRIIX) and Vanguard Real Estate ETF (VNQ).
BRIIX is managed by Baron Capital Group, Inc.. It was launched on Dec 29, 2017. 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: BRIIX or VNQ.
Correlation
The correlation between BRIIX and VNQ is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BRIIX vs. VNQ - Performance Comparison
Key characteristics
BRIIX:
1.53
VNQ:
0.78
BRIIX:
2.01
VNQ:
1.13
BRIIX:
1.27
VNQ:
1.14
BRIIX:
1.03
VNQ:
0.47
BRIIX:
6.56
VNQ:
2.66
BRIIX:
3.54%
VNQ:
4.64%
BRIIX:
15.18%
VNQ:
15.80%
BRIIX:
-37.06%
VNQ:
-73.07%
BRIIX:
-0.78%
VNQ:
-10.60%
Returns By Period
In the year-to-date period, BRIIX achieves a 4.88% return, which is significantly higher than VNQ's 3.40% return.
BRIIX
4.88%
5.51%
14.19%
24.80%
8.35%
N/A
VNQ
3.40%
2.74%
1.42%
13.70%
2.24%
4.96%
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BRIIX vs. VNQ - Expense Ratio Comparison
BRIIX has a 1.08% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
BRIIX vs. VNQ — Risk-Adjusted Performance Rank
BRIIX
VNQ
BRIIX vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Real Estate Income Fund (BRIIX) 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
BRIIX vs. VNQ - Dividend Comparison
BRIIX's dividend yield for the trailing twelve months is around 1.35%, less than VNQ's 3.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRIIX Baron Real Estate Income Fund | 1.35% | 1.41% | 1.95% | 1.29% | 1.03% | 0.76% | 1.12% | 3.03% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 3.73% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
BRIIX vs. VNQ - Drawdown Comparison
The maximum BRIIX drawdown since its inception was -37.06%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for BRIIX and VNQ. For additional features, visit the drawdowns tool.
Volatility
BRIIX vs. VNQ - Volatility Comparison
The current volatility for Baron Real Estate Income Fund (BRIIX) is 4.13%, while Vanguard Real Estate ETF (VNQ) has a volatility of 4.36%. This indicates that BRIIX 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.