EWRE vs. VNQ
Compare and contrast key facts about Invesco S&P 500® Equal Weight Real Estate ETF (EWRE) and Vanguard Real Estate ETF (VNQ).
EWRE and VNQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EWRE is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weight Real Estate Index. It was launched on Aug 13, 2015. 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. Both EWRE and VNQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EWRE or VNQ.
Correlation
The correlation between EWRE and VNQ is 0.83, 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
EWRE vs. VNQ - Performance Comparison
Key characteristics
Returns By Period
EWRE
N/A
N/A
N/A
N/A
N/A
N/A
VNQ
-4.51%
-9.78%
-9.70%
5.00%
9.59%
4.12%
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EWRE vs. VNQ - Expense Ratio Comparison
EWRE has a 0.40% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
EWRE vs. VNQ — Risk-Adjusted Performance Rank
EWRE
VNQ
EWRE vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500® Equal Weight Real Estate ETF (EWRE) 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
EWRE vs. VNQ - Dividend Comparison
EWRE has not paid dividends to shareholders, while VNQ's dividend yield for the trailing twelve months is around 4.31%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWRE Invesco S&P 500® Equal Weight Real Estate ETF | 0.00% | 1.49% | 2.91% | 3.07% | 2.56% | 3.82% | 2.55% | 3.02% | 2.17% | 2.01% | 1.03% | 0.00% |
VNQ Vanguard Real Estate ETF | 4.31% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
EWRE vs. VNQ - Drawdown Comparison
Volatility
EWRE vs. VNQ - Volatility Comparison
The current volatility for Invesco S&P 500® Equal Weight Real Estate ETF (EWRE) is 0.00%, while Vanguard Real Estate ETF (VNQ) has a volatility of 7.18%. This indicates that EWRE 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.