PortfoliosLab logoPortfoliosLab logo
REET vs. VNQI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

REET vs. VNQI - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, REET achieves a 11.67% return, which is significantly higher than VNQI's -3.45% return. Over the past 10 years, REET has outperformed VNQI with an annualized return of 4.37%, while VNQI has yielded a comparatively lower 2.59% annualized return.


REET

1D
0.77%
1M
1.11%
YTD
11.67%
6M
12.03%
1Y
14.10%
3Y*
11.63%
5Y*
2.85%
10Y*
4.37%

VNQI

1D
-0.96%
1M
-2.96%
YTD
-3.45%
6M
-3.64%
1Y
2.19%
3Y*
8.69%
5Y*
-1.70%
10Y*
2.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

REET vs. VNQI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
REET
iShares Global REIT ETF
11.67%7.97%2.65%10.28%-24.10%32.43%-10.48%24.42%-5.27%7.48%
VNQI
Vanguard Global ex-U.S. Real Estate ETF
-3.45%21.38%-2.22%6.99%-22.94%5.93%-7.22%21.59%-9.44%26.91%

Correlation

The correlation between REET and VNQI is 0.70, 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

0.70

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

0.74

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

0.75

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

0.71

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

0.71

The correlation between REET and VNQI has been stable across timeframes, ranging from 0.70 to 0.75 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

REET vs. VNQI — Risk / Return Rank

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

REET
REET Risk / Return Rank: 3333
Overall Rank
REET Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
REET Sortino Ratio Rank: 3030
Sortino Ratio Rank
REET Omega Ratio Rank: 3131
Omega Ratio Rank
REET Calmar Ratio Rank: 3232
Calmar Ratio Rank
REET Martin Ratio Rank: 3838
Martin Ratio Rank

VNQI
VNQI Risk / Return Rank: 1010
Overall Rank
VNQI Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
VNQI Sortino Ratio Rank: 1010
Sortino Ratio Rank
VNQI Omega Ratio Rank: 1010
Omega Ratio Rank
VNQI Calmar Ratio Rank: 1010
Calmar Ratio Rank
VNQI Martin Ratio Rank: 1010
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. VNQI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global REIT ETF (REET) 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.


REETVNQIDifference
Sharpe ratioReturn per unit of total volatility

+0.98

Sortino ratioReturn per unit of downside risk

+1.27

Omega ratioGain probability vs. loss probability

1.20

1.04

+0.16

Calmar ratioReturn relative to maximum drawdown

1.57

0.15

+1.42

Martin ratioReturn relative to average drawdown

5.60

0.40

+5.20

REET vs. VNQI - Sharpe Ratio Comparison

The current REET Sharpe Ratio is 1.14, which is higher than the VNQI Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of REET 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.


Loading charts...

Drawdowns

REET vs. VNQI - Drawdown Comparison

The maximum REET drawdown since its inception was -44.59%, which is greater than VNQI's maximum drawdown of -38.35%. Use the drawdown chart below to compare losses from any high point for REET and VNQI.


Loading charts...

Drawdown Indicators


REETVNQIDifference

Max Drawdown

Largest peak-to-trough decline

-44.59%

-38.35%

-6.24%

Max Drawdown (1Y)

Largest decline over 1 year

-9.04%

-14.78%

+5.74%

Max Drawdown (3Y)

Largest decline over 3 years

-18.02%

-16.35%

-1.67%

Max Drawdown (5Y)

Largest decline over 5 years

-32.11%

-34.92%

+2.81%

Max Drawdown (10Y)

Largest decline over 10 years

-44.59%

-38.35%

-6.24%

Current Drawdown

Current decline from peak

-0.66%

-12.81%

+12.15%

Average Drawdown

Average peak-to-trough decline

-9.75%

-10.89%

+1.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.52%

5.48%

-2.96%

Volatility

REET vs. VNQI - Volatility Comparison

iShares Global REIT ETF (REET) and Vanguard Global ex-U.S. Real Estate ETF (VNQI) have volatilities of 4.36% and 4.49%, 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.


Loading charts...

Volatility by Period


REETVNQIDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.36%

4.49%

-0.13%

Volatility (6M)

Calculated over the trailing 6-month period

9.39%

11.91%

-2.52%

Volatility (1Y)

Calculated over the trailing 1-year period

12.52%

13.81%

-1.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.97%

15.55%

+1.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.85%

15.95%

+2.90%

REET vs. VNQI - Expense Ratio Comparison

REET has a 0.14% expense ratio, which is higher than VNQI'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%.


Dividends

REET vs. VNQI - Dividend Comparison

REET's dividend yield for the trailing twelve months is around 3.37%, less than VNQI's 4.87% yield.


PositionTTM20252024202320222021202020192018201720162015
REET
iShares Global REIT ETF
3.37%3.67%3.64%3.27%2.43%3.18%2.65%5.25%5.73%3.84%5.37%3.56%
VNQI
Vanguard Global ex-U.S. Real Estate ETF
4.87%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


REET and VNQI have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VNQI has higher volatility (4.49%) compared to REET (4.36%). In terms of maximum drawdown, REET dropped -44.59% vs VNQI's -38.35%.

On 10-year performance, REET leads with 4.37% vs 2.59% for VNQI. On fees, VNQI is cheaper at 0.12% per year. On volatility, REET has been the lower-risk option at 4.36%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, REET has performed better with a 4.37% return vs 2.59%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VNQI is cheaper with a 0.12% expense ratio, compared with 0.14% for REET.

VNQI has the higher dividend yield at 4.87%, compared with 3.37% for REET.

REET tracks FTSE EPRA/NAREIT Global REIT Index, while VNQI tracks S&P Global ex-U.S. Property Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.14% for REET and 0.12% for VNQI.

REET currently has the higher Sharpe Ratio (1.14 vs 0.16), 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.

Portfolio Optimizer

Find the right allocation for REET and VNQI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer