FSV vs. VNQ
Compare and contrast key facts about FirstService Corporation (FSV) and Vanguard Real Estate ETF (VNQ).
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: FSV or VNQ.
Key characteristics
| FSV | VNQ | |
|---|---|---|
| YTD Return | -7.44% | -8.50% |
| 1Y Return | 2.44% | 1.56% |
| 3Y Return (Ann) | -4.44% | -2.98% |
| 5Y Return (Ann) | 12.15% | 2.16% |
| Sharpe Ratio | 0.19 | 0.20 |
| Daily Std Dev | 20.10% | 18.93% |
| Max Drawdown | -47.45% | -73.07% |
| Current Drawdown | -24.75% | -24.53% |
Correlation
The correlation between FSV and VNQ is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FSV vs. VNQ - Performance Comparison
In the year-to-date period, FSV achieves a -7.44% return, which is significantly higher than VNQ's -8.50% 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
FSV vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FirstService Corporation (FSV) 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
FSV vs. VNQ - Dividend Comparison
FSV's dividend yield for the trailing twelve months is around 0.62%, less than VNQ's 4.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSV FirstService Corporation | 0.62% | 0.56% | 0.66% | 0.37% | 0.48% | 0.64% | 0.79% | 0.70% | 0.93% | 0.74% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 4.31% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
FSV vs. VNQ - Drawdown Comparison
The maximum FSV drawdown since its inception was -47.45%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for FSV and VNQ. For additional features, visit the drawdowns tool.
Volatility
FSV vs. VNQ - Volatility Comparison
The current volatility for FirstService Corporation (FSV) is 5.49%, while Vanguard Real Estate ETF (VNQ) has a volatility of 5.92%. This indicates that FSV 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.