REFI vs. VGT
Compare and contrast key facts about Chicago Atlantic Real Estate Finance, Inc. (REFI) and Vanguard Information Technology ETF (VGT).
VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REFI or VGT.
Correlation
The correlation between REFI and VGT is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
REFI vs. VGT - Performance Comparison
Key characteristics
REFI:
0.68
VGT:
1.39
REFI:
1.02
VGT:
1.87
REFI:
1.13
VGT:
1.25
REFI:
1.15
VGT:
1.97
REFI:
3.86
VGT:
6.95
REFI:
2.83%
VGT:
4.31%
REFI:
15.88%
VGT:
21.67%
REFI:
-26.55%
VGT:
-54.63%
REFI:
-2.23%
VGT:
-0.30%
Returns By Period
In the year-to-date period, REFI achieves a -0.58% return, which is significantly lower than VGT's 3.77% return.
REFI
-0.58%
0.18%
2.88%
7.93%
N/A
N/A
VGT
3.77%
1.23%
15.49%
28.59%
20.97%
21.24%
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Risk-Adjusted Performance
REFI vs. VGT — Risk-Adjusted Performance Rank
REFI
VGT
REFI vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Chicago Atlantic Real Estate Finance, Inc. (REFI) and Vanguard Information Technology ETF (VGT). 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
REFI vs. VGT - Dividend Comparison
REFI's dividend yield for the trailing twelve months is around 13.44%, more than VGT's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REFI Chicago Atlantic Real Estate Finance, Inc. | 13.44% | 13.36% | 13.41% | 13.93% | 1.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
REFI vs. VGT - Drawdown Comparison
The maximum REFI drawdown since its inception was -26.55%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for REFI and VGT. For additional features, visit the drawdowns tool.
Volatility
REFI vs. VGT - Volatility Comparison
The current volatility for Chicago Atlantic Real Estate Finance, Inc. (REFI) is 4.03%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.21%. This indicates that REFI experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.