RRRRX vs. VNQ
Compare and contrast key facts about DWS RREEF Real Estate Securities Fund (RRRRX) and Vanguard Real Estate ETF (VNQ).
RRRRX is managed by DWS. It was launched on Dec 1, 1999. 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: RRRRX or VNQ.
Correlation
The correlation between RRRRX and VNQ is 0.98, 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
RRRRX vs. VNQ - Performance Comparison
Key characteristics
RRRRX:
0.37
VNQ:
0.31
RRRRX:
0.59
VNQ:
0.52
RRRRX:
1.07
VNQ:
1.06
RRRRX:
0.20
VNQ:
0.19
RRRRX:
1.36
VNQ:
1.17
RRRRX:
4.33%
VNQ:
4.25%
RRRRX:
16.10%
VNQ:
16.21%
RRRRX:
-77.23%
VNQ:
-73.07%
RRRRX:
-18.43%
VNQ:
-15.18%
Returns By Period
The year-to-date returns for both investments are quite close, with RRRRX having a -1.94% return and VNQ slightly higher at -1.90%. Over the past 10 years, RRRRX has underperformed VNQ with an annualized return of 0.37%, while VNQ has yielded a comparatively higher 4.08% annualized return.
RRRRX
-1.94%
-6.17%
-0.32%
5.05%
0.40%
0.37%
VNQ
-1.90%
-5.98%
-0.17%
4.35%
2.21%
4.08%
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RRRRX vs. VNQ - Expense Ratio Comparison
RRRRX has a 0.61% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
RRRRX vs. VNQ — Risk-Adjusted Performance Rank
RRRRX
VNQ
RRRRX vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS RREEF Real Estate Securities Fund (RRRRX) 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
RRRRX vs. VNQ - Dividend Comparison
RRRRX's dividend yield for the trailing twelve months is around 2.82%, less than VNQ's 3.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RRRRX DWS RREEF Real Estate Securities Fund | 2.82% | 2.77% | 1.83% | 1.92% | 1.31% | 1.97% | 1.98% | 2.58% | 2.08% | 3.26% | 2.29% | 2.06% |
VNQ Vanguard Real Estate ETF | 3.93% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
RRRRX vs. VNQ - Drawdown Comparison
The maximum RRRRX drawdown since its inception was -77.23%, which is greater than VNQ's maximum drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for RRRRX and VNQ. For additional features, visit the drawdowns tool.
Volatility
RRRRX vs. VNQ - Volatility Comparison
DWS RREEF Real Estate Securities Fund (RRRRX) and Vanguard Real Estate ETF (VNQ) have volatilities of 6.36% and 6.28%, 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.