NREF vs. VTSAX
Compare and contrast key facts about NexPoint Real Estate Finance, Inc. (NREF) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NREF or VTSAX.
Correlation
The correlation between NREF and VTSAX is 0.35, 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
NREF vs. VTSAX - Performance Comparison
Key characteristics
NREF:
0.64
VTSAX:
1.77
NREF:
1.09
VTSAX:
2.39
NREF:
1.14
VTSAX:
1.32
NREF:
0.62
VTSAX:
2.68
NREF:
2.95
VTSAX:
10.60
NREF:
7.07%
VTSAX:
2.17%
NREF:
32.84%
VTSAX:
12.99%
NREF:
-66.09%
VTSAX:
-55.34%
NREF:
-11.50%
VTSAX:
0.00%
Returns By Period
In the year-to-date period, NREF achieves a 0.13% return, which is significantly lower than VTSAX's 4.62% return.
NREF
0.13%
0.26%
8.02%
27.77%
8.15%
N/A
VTSAX
4.62%
2.32%
10.30%
24.44%
14.05%
12.68%
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Risk-Adjusted Performance
NREF vs. VTSAX — Risk-Adjusted Performance Rank
NREF
VTSAX
NREF vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NexPoint Real Estate Finance, Inc. (NREF) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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
NREF vs. VTSAX - Dividend Comparison
NREF's dividend yield for the trailing twelve months is around 12.73%, more than VTSAX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NREF NexPoint Real Estate Finance, Inc. | 12.73% | 12.75% | 17.40% | 12.59% | 9.87% | 8.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.20% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
NREF vs. VTSAX - Drawdown Comparison
The maximum NREF drawdown since its inception was -66.09%, which is greater than VTSAX's maximum drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for NREF and VTSAX. For additional features, visit the drawdowns tool.
Volatility
NREF vs. VTSAX - Volatility Comparison
NexPoint Real Estate Finance, Inc. (NREF) has a higher volatility of 6.49% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 3.07%. This indicates that NREF's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.