SPRE vs. VNQ
Compare and contrast key facts about SP Funds S&P Global REIT Sharia ETF (SPRE) and Vanguard Real Estate ETF (VNQ).
SPRE and VNQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPRE is a passively managed fund by Toroso Investments that tracks the performance of the S&P Global All Equity REIT Shariah Capped Index. It was launched on Dec 30, 2020. 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. Both SPRE and VNQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPRE or VNQ.
Correlation
The correlation between SPRE and VNQ is 0.93, 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
SPRE vs. VNQ - Performance Comparison
Key characteristics
SPRE:
0.60
VNQ:
0.77
SPRE:
0.93
VNQ:
1.12
SPRE:
1.11
VNQ:
1.14
SPRE:
0.34
VNQ:
0.48
SPRE:
1.96
VNQ:
2.92
SPRE:
5.02%
VNQ:
4.29%
SPRE:
16.42%
VNQ:
16.28%
SPRE:
-38.34%
VNQ:
-73.07%
SPRE:
-18.65%
VNQ:
-11.36%
Returns By Period
In the year-to-date period, SPRE achieves a 3.28% return, which is significantly higher than VNQ's 2.53% return.
SPRE
3.28%
4.07%
0.29%
8.12%
N/A
N/A
VNQ
2.53%
3.23%
3.74%
10.52%
2.87%
4.48%
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SPRE vs. VNQ - Expense Ratio Comparison
SPRE has a 0.69% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
SPRE vs. VNQ — Risk-Adjusted Performance Rank
SPRE
VNQ
SPRE vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SP Funds S&P Global REIT Sharia ETF (SPRE) 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
SPRE vs. VNQ - Dividend Comparison
SPRE's dividend yield for the trailing twelve months is around 4.00%, more than VNQ's 3.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPRE SP Funds S&P Global REIT Sharia ETF | 4.00% | 4.13% | 4.16% | 4.17% | 2.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 3.76% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
SPRE vs. VNQ - Drawdown Comparison
The maximum SPRE drawdown since its inception was -38.34%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for SPRE and VNQ. For additional features, visit the drawdowns tool.
Volatility
SPRE vs. VNQ - Volatility Comparison
SP Funds S&P Global REIT Sharia ETF (SPRE) and Vanguard Real Estate ETF (VNQ) have volatilities of 6.72% and 7.04%, 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.