RKT vs. VNQ
RKT (Rocket Companies, Inc.) is a stock, while VNQ (Vanguard Real Estate ETF) is REIT fund tracking the MSCI US Investable Market Real Estate 25/50 Index. Over the past 5 years, RKT returned -3.17%/yr vs 2.44%/yr for VNQ. Their 0.47 correlation means their historical movements had little consistent relationship.
Performance
RKT vs. VNQ - Performance Comparison
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Returns By Period
In the year-to-date period, RKT achieves a -33.37% return, which is significantly lower than VNQ's 14.01% return.
RKT
- 1D
- -2.71%
- 1M
- -18.20%
- 6M
- -28.05%
- YTD
- -33.37%
- 1Y
- -22.01%
- 3Y*
- 8.54%
- 5Y*
- -3.17%
- 10Y*
- —
- ALL TIME*
- -2.62%
VNQ
- 1D
- -0.54%
- 1M
- 0.95%
- 6M
- 11.11%
- YTD
- 14.01%
- 1Y
- 15.59%
- 3Y*
- 9.39%
- 5Y*
- 2.44%
- 10Y*
- 4.90%
- ALL TIME*
- 7.72%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $388.66M | $409.39M | $418.90M | |
| $285.34M | $305.14M | $313.91M |
RKT vs. VNQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
RKT Rocket Companies, Inc. | -33.37% | 81.69% | -22.24% | 106.86% | -46.18% | -27.56% | 12.33% |
VNQ Vanguard Real Estate ETF | 14.01% | 3.24% | 4.81% | 11.85% | -26.25% | 40.54% | 7.23% |
Correlation
The correlation between RKT and VNQ is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.42 |
Correlation (3Y) Balances recent behavior with more history. | 0.50 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.50 |
Correlation (All Time) Calculated using the full available price history since Aug 6, 2020 | 0.47 |
The correlation between RKT and VNQ has been stable across timeframes, ranging from 0.42 to 0.50 - a consistent structural relationship.
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Return for Risk
RKT vs. VNQ — Risk / Return Rank
RKT
VNQ
RKT vs. VNQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rocket Companies, Inc. (RKT) 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.
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.
| RKT | VNQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.33 | ||
| Sortino ratioReturn per unit of downside risk | -1.51 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.20 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.27 | 1.84 | -2.11 |
| Martin ratioReturn relative to average drawdown | -0.47 | 5.97 | -6.44 |
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Drawdowns
RKT vs. VNQ - Drawdown Comparison
The maximum RKT drawdown since its inception was -83.00%, which is greater than VNQ's maximum drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for RKT and VNQ.
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Drawdown Indicators
| RKT | VNQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.00% | -73.07% | -9.93% |
Max Drawdown (1Y)Largest decline over 1 year | -47.31% | -8.34% | -38.97% |
Max Drawdown (3Y)Largest decline over 3 years | -50.60% | -17.46% | -33.14% |
Max Drawdown (5Y)Largest decline over 5 years | -64.90% | -34.48% | -30.42% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.40% | — |
Current DrawdownCurrent decline from peak | -63.09% | -1.98% | -61.11% |
Average DrawdownAverage peak-to-trough decline | -60.12% | -13.54% | -46.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.24% | 2.57% | +24.67% |
Volatility
RKT vs. VNQ - Volatility Comparison
Rocket Companies, Inc. (RKT) has a higher volatility of 13.43% compared to Vanguard Real Estate ETF (VNQ) at 4.44%. This indicates that RKT's price experiences larger fluctuations and is considered to be riskier than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RKT | VNQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.43% | 4.44% | +8.99% |
Volatility (6M)Calculated over the trailing 6-month period | 46.45% | 10.70% | +35.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 60.27% | 13.86% | +46.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.36% | 18.89% | +35.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 64.90% | 20.76% | +44.14% |
Dividends
RKT vs. VNQ - Dividend Comparison
RKT has not paid dividends to shareholders, while VNQ's dividend yield for the trailing twelve months is around 3.51%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RKT Rocket Companies, Inc. | 0.00% | 4.13% | 0.00% | 0.00% | 14.43% | 7.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 3.51% | 3.92% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% |
Frequently Asked Questions
RKT and VNQ have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RKT has higher volatility (13.43%) compared to VNQ (4.44%). In terms of maximum drawdown, RKT dropped -83.00% vs VNQ's -73.07%.
VNQ currently has the higher Sharpe Ratio (1.11 vs -0.21), 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.
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