RDOG vs. VNQ
Compare and contrast key facts about ALPS REIT Dividend Dogs ETF (RDOG) and Vanguard Real Estate ETF (VNQ).
RDOG and VNQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RDOG is a passively managed fund by SS&C that tracks the performance of the S-Network REIT Dividend Dogs Index. It was launched on May 7, 2008. 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. Both RDOG and VNQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RDOG or VNQ.
Key characteristics
| RDOG | VNQ | |
|---|---|---|
| YTD Return | 11.44% | 11.73% |
| 1Y Return | 33.17% | 33.45% |
| 3Y Return (Ann) | -1.85% | -0.66% |
| 5Y Return (Ann) | 2.49% | 4.94% |
| 10Y Return (Ann) | 3.90% | 6.12% |
| Sharpe Ratio | 1.55 | 1.83 |
| Sortino Ratio | 2.28 | 2.62 |
| Omega Ratio | 1.28 | 1.33 |
| Calmar Ratio | 0.96 | 1.01 |
| Martin Ratio | 5.78 | 7.04 |
| Ulcer Index | 5.28% | 4.45% |
| Daily Std Dev | 19.68% | 17.13% |
| Max Drawdown | -69.88% | -73.07% |
| Current Drawdown | -9.07% | -7.83% |
Correlation
The correlation between RDOG and VNQ is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
RDOG vs. VNQ - Performance Comparison
The year-to-date returns for both investments are quite close, with RDOG having a 11.44% return and VNQ slightly higher at 11.73%. Over the past 10 years, RDOG has underperformed VNQ with an annualized return of 3.90%, while VNQ has yielded a comparatively higher 6.12% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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RDOG vs. VNQ - Expense Ratio Comparison
RDOG has a 0.35% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
RDOG vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS REIT Dividend Dogs ETF (RDOG) 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
RDOG vs. VNQ - Dividend Comparison
RDOG's dividend yield for the trailing twelve months is around 5.90%, more than VNQ's 3.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDOG ALPS REIT Dividend Dogs ETF | 5.90% | 7.07% | 5.25% | 2.98% | 5.11% | 3.10% | 3.13% | 3.64% | 3.66% | 3.43% | 2.90% | 1.03% |
VNQ Vanguard Real Estate ETF | 3.80% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
RDOG vs. VNQ - Drawdown Comparison
The maximum RDOG drawdown since its inception was -69.88%, roughly equal to the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for RDOG and VNQ. For additional features, visit the drawdowns tool.
Volatility
RDOG vs. VNQ - Volatility Comparison
The current volatility for ALPS REIT Dividend Dogs ETF (RDOG) is 4.85%, while Vanguard Real Estate ETF (VNQ) has a volatility of 5.30%. This indicates that RDOG experiences smaller price fluctuations and is considered to be less risky than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.