RLTY vs. VNQ
Compare and contrast key facts about Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) and Vanguard Real Estate ETF (VNQ).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RLTY or VNQ.
Correlation
The correlation between RLTY and VNQ is 0.70, 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
RLTY vs. VNQ - Performance Comparison
Key characteristics
RLTY:
1.06
VNQ:
0.95
RLTY:
1.47
VNQ:
1.35
RLTY:
1.19
VNQ:
1.17
RLTY:
0.96
VNQ:
0.59
RLTY:
3.32
VNQ:
3.30
RLTY:
6.29%
VNQ:
4.62%
RLTY:
19.76%
VNQ:
16.00%
RLTY:
-35.45%
VNQ:
-73.07%
RLTY:
-8.36%
VNQ:
-11.07%
Returns By Period
In the year-to-date period, RLTY achieves a 6.41% return, which is significantly higher than VNQ's 2.86% return.
RLTY
6.41%
3.44%
6.54%
18.12%
N/A
N/A
VNQ
2.86%
4.26%
2.15%
11.74%
2.14%
4.88%
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Risk-Adjusted Performance
RLTY vs. VNQ — Risk-Adjusted Performance Rank
RLTY
VNQ
RLTY vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) 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
RLTY vs. VNQ - Dividend Comparison
RLTY's dividend yield for the trailing twelve months is around 8.52%, more than VNQ's 3.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLTY Cohen & Steers Real Estate Opportunities & Income Fund | 8.52% | 8.93% | 9.18% | 6.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 3.75% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
RLTY vs. VNQ - Drawdown Comparison
The maximum RLTY drawdown since its inception was -35.45%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for RLTY and VNQ. For additional features, visit the drawdowns tool.
Volatility
RLTY vs. VNQ - Volatility Comparison
Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) and Vanguard Real Estate ETF (VNQ) have volatilities of 4.64% and 4.77%, 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.