IVRA vs. VNQ
Compare and contrast key facts about Invesco Real Assets ESG ETF (IVRA) and Vanguard Real Estate ETF (VNQ).
IVRA and VNQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IVRA is an actively managed fund by Invesco. It was launched on Dec 22, 2020. 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: IVRA or VNQ.
Correlation
The correlation between IVRA and VNQ is 0.87, 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
IVRA vs. VNQ - Performance Comparison
Key characteristics
IVRA:
1.01
VNQ:
0.39
IVRA:
1.43
VNQ:
0.62
IVRA:
1.19
VNQ:
1.08
IVRA:
0.86
VNQ:
0.24
IVRA:
4.67
VNQ:
1.32
IVRA:
3.02%
VNQ:
4.71%
IVRA:
13.90%
VNQ:
16.11%
IVRA:
-25.99%
VNQ:
-73.07%
IVRA:
-7.96%
VNQ:
-14.13%
Returns By Period
In the year-to-date period, IVRA achieves a 12.36% return, which is significantly higher than VNQ's 4.10% return.
IVRA
12.36%
-5.33%
11.87%
13.15%
N/A
N/A
VNQ
4.10%
-6.48%
8.61%
4.87%
3.24%
4.91%
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IVRA vs. VNQ - Expense Ratio Comparison
IVRA has a 0.59% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
IVRA vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Real Assets ESG ETF (IVRA) 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
IVRA vs. VNQ - Dividend Comparison
IVRA's dividend yield for the trailing twelve months is around 2.11%, less than VNQ's 2.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVRA Invesco Real Assets ESG ETF | 2.11% | 2.50% | 2.33% | 5.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 2.89% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
IVRA vs. VNQ - Drawdown Comparison
The maximum IVRA drawdown since its inception was -25.99%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for IVRA and VNQ. For additional features, visit the drawdowns tool.
Volatility
IVRA vs. VNQ - Volatility Comparison
The current volatility for Invesco Real Assets ESG ETF (IVRA) is 5.10%, while Vanguard Real Estate ETF (VNQ) has a volatility of 5.65%. This indicates that IVRA 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.