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 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IVRA vs. VNQ - Performance Comparison
Key characteristics
IVRA:
1.23
VNQ:
0.74
IVRA:
1.79
VNQ:
1.11
IVRA:
1.25
VNQ:
1.15
IVRA:
1.58
VNQ:
0.55
IVRA:
5.83
VNQ:
2.41
IVRA:
3.58%
VNQ:
5.53%
IVRA:
16.46%
VNQ:
18.04%
IVRA:
-25.98%
VNQ:
-73.07%
IVRA:
-3.40%
VNQ:
-13.16%
Returns By Period
In the year-to-date period, IVRA achieves a 4.30% return, which is significantly higher than VNQ's 0.45% return.
IVRA
4.30%
11.35%
0.91%
20.14%
N/A
N/A
VNQ
0.45%
11.00%
-4.37%
13.24%
7.43%
5.28%
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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 Rank
IVRA
VNQ
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 3.80%, less than VNQ's 4.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVRA Invesco Real Assets ESG ETF | 3.80% | 3.72% | 2.50% | 2.33% | 5.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 4.10% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
IVRA vs. VNQ - Drawdown Comparison
The maximum IVRA drawdown since its inception was -25.98%, 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
Invesco Real Assets ESG ETF (IVRA) and Vanguard Real Estate ETF (VNQ) have volatilities of 7.16% and 7.48%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.