NDQ.AX vs. VGSIX

Last updated Jun 5, 2026

NDQ.AX (BetaShares NASDAQ 100 ETF) and VGSIX (Vanguard Real Estate Index Fund) are both funds - NDQ.AX is a Nasdaq-100 fund tracking the NASDAQ-100 Index, while VGSIX is a REIT fund managed by Vanguard. Over the past 10 years, NDQ.AX returned 21.80%/yr vs 5.19%/yr for VGSIX. At a 0.06 correlation, their price movements are largely independent. NDQ.AX charges 0.48%/yr vs 0.26%/yr for VGSIX.

Performance

NDQ.AX vs. VGSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in BetaShares NASDAQ 100 ETF (NDQ.AX) and Vanguard Real Estate Index Fund (VGSIX). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

NDQ.AX is traded in AUD, while VGSIX is traded in USD. To make them comparable, the VGSIX values have been converted to AUD using the latest available exchange rates.

Returns By Period

In the year-to-date period, NDQ.AX achieves a 12.48% return, which is significantly higher than VGSIX's 0.83% return. Over the past 10 years, NDQ.AX has outperformed VGSIX with an annualized return of 21.80%, while VGSIX has yielded a comparatively lower 5.19% annualized return.

NDQ.AX

• 1D: -0.22%
• 1M: 10.02%
• YTD: 12.48%
• 6M: 10.31%
• 1Y: 28.25%
• 3Y*: 25.30%
• 5Y*: 19.70%
• 10Y*: 21.80%

VGSIX

• 1D: 0.55%
• 1M: -0.70%
• YTD: 0.83%
• 6M: -0.90%
• 1Y: -0.32%
• 3Y*: 5.61%
• 5Y*: 3.35%
• 10Y*: 5.19%

*Multi-year figures are annualized to reflect compound growth (CAGR)

NDQ.AX vs. VGSIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
NDQ.AX BetaShares NASDAQ 100 ETF	12.48%	12.19%	38.30%	53.41%	-28.42%	35.46%	34.50%	39.66%	9.14%	21.89%
VGSIX Vanguard Real Estate Index Fund	0.83%	-5.37%	13.00%	13.06%	-21.42%	48.40%	-13.22%	29.34%	3.92%	-3.18%

Correlation

The correlation between NDQ.AX and VGSIX is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.01
Correlation (3Y) Calculated over the trailing 3-year period	0.06
Correlation (5Y) Calculated over the trailing 5-year period	0.05
Correlation (10Y) Calculated over the trailing 10-year period	0.04
Correlation (All Time) Calculated using the full available price history since May 27, 2015	0.06

Return for Risk

NDQ.AX vs. VGSIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NDQ.AX

NDQ.AX Risk / Return Rank: 49
NDQ.AX Sharpe Ratio Rank: 61
NDQ.AX Sortino Ratio Rank: 57
NDQ.AX Omega Ratio Rank: 60
NDQ.AX Calmar Ratio Rank: 38
NDQ.AX Martin Ratio Rank: 32

VGSIX

VGSIX Risk / Return Rank: 11
VGSIX Sharpe Ratio Rank: 9
VGSIX Sortino Ratio Rank: 9
VGSIX Omega Ratio Rank: 9
VGSIX Calmar Ratio Rank: 13
VGSIX Martin Ratio Rank: 13

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NDQ.AX vs. VGSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BetaShares NASDAQ 100 ETF (NDQ.AX) and Vanguard Real Estate Index Fund (VGSIX). 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.

	NDQ.AX	VGSIX	Difference
Sharpe ratio: Return per unit of total volatility	1.99	-0.03	+2.03
Sortino ratio: Return per unit of downside risk	2.65	0.05	+2.61
Omega ratio: Gain probability vs. loss probability	1.36	1.01	+0.35
Calmar ratio: Return relative to maximum drawdown	1.85	-0.04	+1.89
Martin ratio: Return relative to average drawdown	4.77	-0.09	+4.87
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

NDQ.AX vs. VGSIX - Sharpe Ratio Comparison

The current NDQ.AX Sharpe Ratio is 1.99, which is higher than the VGSIX Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of NDQ.AX and VGSIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	NDQ.AX	VGSIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.99	-0.03	+2.03
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.03	0.20	+0.83
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	1.13	0.27	+0.87
Sharpe Ratio (All Time) Calculated using the full available price history	1.06	0.24	+0.83

Drawdowns

NDQ.AX vs. VGSIX - Drawdown Comparison

The maximum NDQ.AX drawdown since its inception was -30.79%, smaller than the maximum VGSIX drawdown of -58.62%. Use the drawdown chart below to compare losses from any high point for NDQ.AX and VGSIX.

Drawdown Indicators

	NDQ.AX	VGSIX	Difference
Max Drawdown Largest peak-to-trough decline	-30.79%	-58.62%	+27.83%
Max Drawdown (1Y) Largest decline over 1 year	-15.17%	-10.28%	-4.89%
Max Drawdown (3Y) Largest decline over 3 years	-21.27%	-14.30%	-6.97%
Max Drawdown (5Y) Largest decline over 5 years	-30.79%	-25.00%	-5.79%
Max Drawdown (10Y) Largest decline over 10 years	-30.79%	-34.40%	+3.61%
Current Drawdown Current decline from peak	-0.22%	-9.32%	+9.10%
Average Drawdown Average peak-to-trough decline	-5.87%	-13.01%	+7.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.89%	4.41%	+1.48%

Volatility

NDQ.AX vs. VGSIX - Volatility Comparison

The current volatility for BetaShares NASDAQ 100 ETF (NDQ.AX) is 2.85%, while Vanguard Real Estate Index Fund (VGSIX) has a volatility of 3.10%. This indicates that NDQ.AX experiences smaller price fluctuations and is considered to be less risky than VGSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	NDQ.AX	VGSIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.85%	3.10%	-0.25%
Volatility (6M) Calculated over the trailing 6-month period	10.27%	9.64%	+0.63%
Volatility (1Y) Calculated over the trailing 1-year period	14.07%	13.03%	+1.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.11%	16.86%	+2.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.14%	19.30%	-0.16%

NDQ.AX vs. VGSIX - Expense Ratio Comparison

NDQ.AX has a 0.48% expense ratio, which is higher than VGSIX's 0.26% expense ratio.

Dividends

NDQ.AX vs. VGSIX - Dividend Comparison

NDQ.AX's dividend yield for the trailing twelve months is around 1.44%, less than VGSIX's 3.56% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
NDQ.AX BetaShares NASDAQ 100 ETF	1.44%	1.67%	1.86%	2.17%	3.36%	3.33%	2.47%	2.22%	0.52%	0.45%	0.43%	0.00%
VGSIX Vanguard Real Estate Index Fund	3.56%	2.76%	2.83%	3.77%	3.75%	2.43%	3.78%	3.24%	4.59%	4.09%	4.67%	3.78%

Frequently Asked Questions

Can I hold both NDQ.AX and VGSIX in my portfolio?

NDQ.AX and VGSIX have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.