RPT vs. VNQ
Compare and contrast key facts about RPT Realty (RPT) 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: RPT or VNQ.
Correlation
The correlation between RPT and VNQ is 0.38, 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
RPT vs. VNQ - Performance Comparison
Key characteristics
RPT:
-0.97
VNQ:
0.31
RPT:
-1.37
VNQ:
0.52
RPT:
0.83
VNQ:
1.06
RPT:
-0.58
VNQ:
0.19
RPT:
-1.14
VNQ:
1.17
RPT:
37.86%
VNQ:
4.24%
RPT:
44.53%
VNQ:
16.19%
RPT:
-74.30%
VNQ:
-73.07%
RPT:
-73.25%
VNQ:
-14.70%
Returns By Period
In the year-to-date period, RPT achieves a -6.06% return, which is significantly lower than VNQ's -1.34% return.
RPT
-6.06%
-4.78%
-23.86%
-42.73%
-21.61%
N/A
VNQ
-1.34%
-5.11%
-0.28%
5.72%
2.31%
4.14%
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Risk-Adjusted Performance
RPT vs. VNQ — Risk-Adjusted Performance Rank
RPT
VNQ
RPT vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RPT Realty (RPT) 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
RPT vs. VNQ - Dividend Comparison
RPT's dividend yield for the trailing twelve months is around 10.04%, more than VNQ's 3.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPT RPT Realty | 10.04% | 9.43% | 14.34% | 16.00% | 6.16% | 7.93% | 8.98% | 10.12% | 8.18% | 7.46% | 5.28% | 0.00% |
VNQ Vanguard Real Estate ETF | 3.91% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
RPT vs. VNQ - Drawdown Comparison
The maximum RPT drawdown since its inception was -74.30%, roughly equal to the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for RPT and VNQ. For additional features, visit the drawdowns tool.
Volatility
RPT vs. VNQ - Volatility Comparison
RPT Realty (RPT) has a higher volatility of 12.92% compared to Vanguard Real Estate ETF (VNQ) at 6.34%. This indicates that RPT'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.