Correlation
The correlation between POSIX and VNQI is 0.69, 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.
POSIX vs. VNQI
Compare and contrast key facts about Principal Global Real Estate Securities Fund (POSIX) and Vanguard Global ex-U.S. Real Estate ETF (VNQI).
POSIX is managed by Principal. It was launched on Sep 30, 2007. VNQI is a passively managed fund by Vanguard that tracks the performance of the S&P Global ex-U.S. Property Index. It was launched on Nov 1, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POSIX or VNQI.
Performance
POSIX vs. VNQI - Performance Comparison
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Key characteristics
POSIX:
0.76
VNQI:
0.86
POSIX:
1.00
VNQI:
1.11
POSIX:
1.13
VNQI:
1.14
POSIX:
0.41
VNQI:
0.40
POSIX:
1.50
VNQI:
1.42
POSIX:
6.84%
VNQI:
7.77%
POSIX:
15.51%
VNQI:
15.17%
POSIX:
-68.45%
VNQI:
-38.35%
POSIX:
-14.19%
VNQI:
-15.14%
Returns By Period
In the year-to-date period, POSIX achieves a 4.93% return, which is significantly lower than VNQI's 11.32% return. Over the past 10 years, POSIX has outperformed VNQI with an annualized return of 3.37%, while VNQI has yielded a comparatively lower 1.32% annualized return.
POSIX
4.93%
2.46%
-2.73%
11.65%
-0.21%
4.75%
3.37%
VNQI
11.32%
3.26%
7.32%
12.88%
0.06%
2.65%
1.32%
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POSIX vs. VNQI - Expense Ratio Comparison
POSIX has a 0.94% expense ratio, which is higher than VNQI's 0.12% expense ratio.
Risk-Adjusted Performance
POSIX vs. VNQI — Risk-Adjusted Performance Rank
POSIX
VNQI
POSIX vs. VNQI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Global Real Estate Securities Fund (POSIX) 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.
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Dividends
POSIX vs. VNQI - Dividend Comparison
POSIX's dividend yield for the trailing twelve months is around 2.45%, less than VNQI's 4.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSIX Principal Global Real Estate Securities Fund | 2.45% | 2.57% | 2.63% | 1.12% | 2.40% | 1.14% | 6.33% | 3.81% | 4.17% | 3.71% | 4.48% | 3.18% |
VNQI Vanguard Global ex-U.S. Real Estate ETF | 4.63% | 5.16% | 3.74% | 0.57% | 6.48% | 0.93% | 7.57% | 4.62% | 3.86% | 5.18% | 2.86% | 4.11% |
Drawdowns
POSIX vs. VNQI - Drawdown Comparison
The maximum POSIX drawdown since its inception was -68.45%, which is greater than VNQI's maximum drawdown of -38.35%. Use the drawdown chart below to compare losses from any high point for POSIX and VNQI.
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Volatility
POSIX vs. VNQI - Volatility Comparison
Principal Global Real Estate Securities Fund (POSIX) has a higher volatility of 4.08% compared to Vanguard Global ex-U.S. Real Estate ETF (VNQI) at 3.13%. This indicates that POSIX'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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