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O vs. VNQI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

O vs. VNQI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Realty Income Corporation (O) and Vanguard Global ex-U.S. Real Estate ETF (VNQI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, O achieves a 13.70% return, which is significantly higher than VNQI's -0.33% return. Over the past 10 years, O has outperformed VNQI with an annualized return of 4.89%, while VNQI has yielded a comparatively lower 2.74% annualized return.


O

1D
1.31%
1M
2.40%
YTD
13.70%
6M
11.57%
1Y
14.25%
3Y*
6.59%
5Y*
3.49%
10Y*
4.89%

VNQI

1D
0.68%
1M
-3.12%
YTD
-0.33%
6M
0.85%
1Y
5.87%
3Y*
8.59%
5Y*
-1.50%
10Y*
2.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

O vs. VNQI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
O
Realty Income Corporation
13.70%12.20%-2.11%-4.55%-7.38%23.95%-11.60%21.27%15.94%3.67%
VNQI
Vanguard Global ex-U.S. Real Estate ETF
-0.33%21.38%-2.22%6.99%-22.94%5.93%-7.22%21.59%-9.44%26.91%

Correlation

The correlation between O and VNQI is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.39

Correlation (3Y)
Calculated over the trailing 3-year period

0.44

Correlation (5Y)
Calculated over the trailing 5-year period

0.47

Correlation (10Y)
Calculated over the trailing 10-year period

0.41

Correlation (All Time)
Calculated using the full available price history since Nov 1, 2010

0.41

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Return for Risk

O vs. VNQI — Risk / Return Rank

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

O
O Risk / Return Rank: 6666
Overall Rank
O Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
O Sortino Ratio Rank: 6262
Sortino Ratio Rank
O Omega Ratio Rank: 6161
Omega Ratio Rank
O Calmar Ratio Rank: 6868
Calmar Ratio Rank
O Martin Ratio Rank: 6969
Martin Ratio Rank

VNQI
VNQI Risk / Return Rank: 1616
Overall Rank
VNQI Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
VNQI Sortino Ratio Rank: 1616
Sortino Ratio Rank
VNQI Omega Ratio Rank: 1616
Omega Ratio Rank
VNQI Calmar Ratio Rank: 1515
Calmar Ratio Rank
VNQI Martin Ratio Rank: 1515
Martin Ratio Rank
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.

O vs. VNQI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Realty Income Corporation (O) and Vanguard Global ex-U.S. Real Estate ETF (VNQI). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


OVNQIDifference
Sharpe ratioReturn per unit of total volatility

+0.45

Sortino ratioReturn per unit of downside risk

+0.56

Omega ratioGain probability vs. loss probability

1.15

1.09

+0.07

Calmar ratioReturn relative to maximum drawdown

1.29

0.40

+0.89

Martin ratioReturn relative to average drawdown

3.12

1.13

+1.98

O vs. VNQI - Sharpe Ratio Comparison

The current O Sharpe Ratio is 0.88, which is higher than the VNQI Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of O and VNQI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

O vs. VNQI - Drawdown Comparison

The maximum O drawdown since its inception was -48.45%, which is greater than VNQI's maximum drawdown of -38.35%. Use the drawdown chart below to compare losses from any high point for O and VNQI.


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Drawdown Indicators


OVNQIDifference

Max Drawdown

Largest peak-to-trough decline

-48.45%

-38.35%

-10.10%

Max Drawdown (1Y)

Largest decline over 1 year

-11.10%

-14.78%

+3.68%

Max Drawdown (3Y)

Largest decline over 3 years

-26.49%

-16.35%

-10.14%

Max Drawdown (5Y)

Largest decline over 5 years

-34.48%

-35.55%

+1.07%

Max Drawdown (10Y)

Largest decline over 10 years

-48.28%

-38.35%

-9.93%

Current Drawdown

Current decline from peak

-5.94%

-9.99%

+4.05%

Average Drawdown

Average peak-to-trough decline

-9.20%

-10.89%

+1.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.58%

5.19%

-0.61%

Volatility

O vs. VNQI - Volatility Comparison

Realty Income Corporation (O) has a higher volatility of 5.29% compared to Vanguard Global ex-U.S. Real Estate ETF (VNQI) at 4.62%. This indicates that O's price experiences larger fluctuations and is considered to be riskier than VNQI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OVNQIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.29%

4.62%

+0.67%

Volatility (6M)

Calculated over the trailing 6-month period

11.98%

11.75%

+0.23%

Volatility (1Y)

Calculated over the trailing 1-year period

16.21%

13.73%

+2.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.92%

15.54%

+3.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.64%

16.07%

+9.57%

Dividends

O vs. VNQI - Dividend Comparison

O's dividend yield for the trailing twelve months is around 5.16%, more than VNQI's 4.72% yield.


PositionTTM20252024202320222021202020192018201720162015
O
Realty Income Corporation
5.16%6.19%5.37%5.33%4.68%3.87%4.51%3.69%4.19%4.45%4.18%4.41%
VNQI
Vanguard Global ex-U.S. Real Estate ETF
4.72%4.70%5.16%3.74%0.57%6.48%0.93%7.58%4.62%3.86%5.18%2.86%

Frequently Asked Questions


O and VNQI have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

O has higher volatility (5.29%) compared to VNQI (4.62%). In terms of maximum drawdown, O dropped -48.45% vs VNQI's -38.35%.

O currently has the higher Sharpe Ratio (0.88 vs 0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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