REET vs. VNQ
Compare and contrast key facts about iShares Global REIT ETF (REET) and Vanguard Real Estate ETF (VNQ).
REET and VNQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. REET is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Global REIT Index. It was launched on Jul 8, 2014. 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 REET 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: REET or VNQ.
Correlation
The correlation between REET and VNQ is 0.94, 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
REET vs. VNQ - Performance Comparison
Key characteristics
REET:
0.10
VNQ:
0.26
REET:
0.23
VNQ:
0.44
REET:
1.03
VNQ:
1.06
REET:
0.06
VNQ:
0.17
REET:
0.29
VNQ:
0.88
REET:
5.29%
VNQ:
4.91%
REET:
15.45%
VNQ:
16.95%
REET:
-44.59%
VNQ:
-73.07%
REET:
-18.51%
VNQ:
-17.44%
Returns By Period
In the year-to-date period, REET achieves a -5.15% return, which is significantly lower than VNQ's -4.51% return. Over the past 10 years, REET has underperformed VNQ with an annualized return of 2.24%, while VNQ has yielded a comparatively higher 4.12% annualized return.
REET
-5.15%
-9.52%
-11.60%
2.00%
8.76%
2.24%
VNQ
-4.51%
-9.78%
-9.70%
5.00%
9.59%
4.12%
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REET vs. VNQ - Expense Ratio Comparison
REET has a 0.14% expense ratio, which is higher than VNQ's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
REET vs. VNQ — Risk-Adjusted Performance Rank
REET
VNQ
REET vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global REIT ETF (REET) 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
REET vs. VNQ - Dividend Comparison
REET's dividend yield for the trailing twelve months is around 3.82%, less than VNQ's 4.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REET iShares Global REIT ETF | 3.82% | 3.63% | 3.27% | 2.42% | 3.18% | 2.64% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% | 2.12% |
VNQ Vanguard Real Estate ETF | 4.31% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
REET vs. VNQ - Drawdown Comparison
The maximum REET drawdown since its inception was -44.59%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for REET and VNQ. For additional features, visit the drawdowns tool.
Volatility
REET vs. VNQ - Volatility Comparison
iShares Global REIT ETF (REET) and Vanguard Real Estate ETF (VNQ) have volatilities of 6.86% and 7.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.