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REET vs. VHYL.AS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

REET vs. VHYL.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global REIT ETF (REET) and Vanguard FTSE All-World High Dividend Yield UCITS ETF - (USD) Distributing (VHYL.AS). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

REET is traded in USD, while VHYL.AS is traded in EUR. To make them comparable, the VHYL.AS values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, REET achieves a 8.47% return, which is significantly lower than VHYL.AS's 10.14% return. Over the past 10 years, REET has underperformed VHYL.AS with an annualized return of 4.04%, while VHYL.AS has yielded a comparatively higher 9.97% annualized return.


REET

1D
-0.88%
1M
-1.75%
YTD
8.47%
6M
9.73%
1Y
11.75%
3Y*
9.05%
5Y*
1.87%
10Y*
4.04%

VHYL.AS

1D
0.00%
1M
0.71%
YTD
10.14%
6M
12.79%
1Y
25.46%
3Y*
18.17%
5Y*
10.23%
10Y*
9.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

REET vs. VHYL.AS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
REET
iShares Global REIT ETF
8.47%7.97%2.65%10.28%-24.10%32.43%-10.48%24.42%-5.27%7.48%
VHYL.AS
Vanguard FTSE All-World High Dividend Yield UCITS ETF - (USD) Distributing
10.14%27.49%9.55%10.41%-5.85%19.14%-0.72%20.52%-11.34%19.64%

Correlation

The correlation between REET and VHYL.AS is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.53

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

0.50

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

0.51

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

0.46

Correlation (All Time)
Calculated using the full available price history since Jul 10, 2014

0.45

The correlation between REET and VHYL.AS has been stable across timeframes, ranging from 0.45 to 0.53 - a consistent structural relationship.

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Return for Risk

REET vs. VHYL.AS — Risk / Return Rank

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

REET
REET Risk / Return Rank: 3030
Overall Rank
REET Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
REET Sortino Ratio Rank: 2828
Sortino Ratio Rank
REET Omega Ratio Rank: 2828
Omega Ratio Rank
REET Calmar Ratio Rank: 2929
Calmar Ratio Rank
REET Martin Ratio Rank: 3434
Martin Ratio Rank

VHYL.AS
VHYL.AS Risk / Return Rank: 8686
Overall Rank
VHYL.AS Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
VHYL.AS Sortino Ratio Rank: 8989
Sortino Ratio Rank
VHYL.AS Omega Ratio Rank: 8787
Omega Ratio Rank
VHYL.AS Calmar Ratio Rank: 8383
Calmar Ratio Rank
VHYL.AS Martin Ratio Rank: 8484
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.

REET vs. VHYL.AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global REIT ETF (REET) and Vanguard FTSE All-World High Dividend Yield UCITS ETF - (USD) Distributing (VHYL.AS). 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.


REETVHYL.ASDifference
Sharpe ratioReturn per unit of total volatility

-1.44

Sortino ratioReturn per unit of downside risk

-2.02

Omega ratioGain probability vs. loss probability

1.18

1.44

-0.26

Calmar ratioReturn relative to maximum drawdown

1.31

3.22

-1.92

Martin ratioReturn relative to average drawdown

4.68

11.55

-6.87

REET vs. VHYL.AS - Sharpe Ratio Comparison

The current REET Sharpe Ratio is 0.97, which is lower than the VHYL.AS Sharpe Ratio of 2.41. The chart below compares the historical Sharpe Ratios of REET and VHYL.AS, 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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Sharpe Ratios by Period


REETVHYL.ASDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.97

2.41

-1.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.11

0.75

-0.64

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.22

0.67

-0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.37

-0.12

Drawdowns

REET vs. VHYL.AS - Drawdown Comparison

The maximum REET drawdown since its inception was -44.59%, which is greater than VHYL.AS's maximum drawdown of -36.02%. Use the drawdown chart below to compare losses from any high point for REET and VHYL.AS.


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Drawdown Indicators


REETVHYL.ASDifference

Max Drawdown

Largest peak-to-trough decline

-44.59%

-36.02%

-8.57%

Max Drawdown (1Y)

Largest decline over 1 year

-9.04%

-7.74%

-1.30%

Max Drawdown (3Y)

Largest decline over 3 years

-18.02%

-13.58%

-4.44%

Max Drawdown (5Y)

Largest decline over 5 years

-32.11%

-20.99%

-11.12%

Max Drawdown (10Y)

Largest decline over 10 years

-44.59%

-36.02%

-8.57%

Current Drawdown

Current decline from peak

-2.46%

-1.60%

-0.86%

Average Drawdown

Average peak-to-trough decline

-9.78%

-8.88%

-0.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.52%

2.17%

+0.35%

Volatility

REET vs. VHYL.AS - Volatility Comparison

iShares Global REIT ETF (REET) has a higher volatility of 3.56% compared to Vanguard FTSE All-World High Dividend Yield UCITS ETF - (USD) Distributing (VHYL.AS) at 2.54%. This indicates that REET's price experiences larger fluctuations and is considered to be riskier than VHYL.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


REETVHYL.ASDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.56%

2.54%

+1.02%

Volatility (6M)

Calculated over the trailing 6-month period

8.90%

8.20%

+0.70%

Volatility (1Y)

Calculated over the trailing 1-year period

12.17%

10.34%

+1.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.95%

13.39%

+3.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.85%

14.66%

+4.19%

REET vs. VHYL.AS - Expense Ratio Comparison

REET has a 0.14% expense ratio, which is lower than VHYL.AS's 0.29% expense ratio.


Dividends

REET vs. VHYL.AS - Dividend Comparison

REET's dividend yield for the trailing twelve months is around 3.41%, more than VHYL.AS's 2.50% yield.


PositionTTM20252024202320222021202020192018201720162015
REET
iShares Global REIT ETF
3.41%3.67%3.64%3.27%2.43%3.18%2.65%5.25%5.73%3.84%5.37%3.56%
VHYL.AS
Vanguard FTSE All-World High Dividend Yield UCITS ETF - (USD) Distributing
2.50%2.85%3.04%3.41%3.78%3.03%3.08%3.24%3.68%3.13%3.02%3.25%

Frequently Asked Questions


REET and VHYL.AS have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, REET is cheaper at 0.14% per year. The better choice depends on whether you care most about return, fees, risk, or income.

REET is cheaper with a 0.14% expense ratio, compared with 0.29% for VHYL.AS.

REET is categorized as REIT, while VHYL.AS is Global Equities. REET tracks FTSE EPRA/NAREIT Global REIT Index, while VHYL.AS tracks FTSE All-World High Dividend Yield Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.14% for REET and 0.29% for VHYL.AS.

Portfolio Optimizer

Find the right allocation for REET and VHYL.AS

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