SREZX vs. VNQ
Compare and contrast key facts about PGIM Select Real Estate Fund (SREZX) and Vanguard Real Estate ETF (VNQ).
SREZX is managed by PGIM Investments. It was launched on Jul 31, 2014. 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: SREZX or VNQ.
Correlation
The correlation between SREZX and VNQ is 0.90, 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
SREZX vs. VNQ - Performance Comparison
Key characteristics
SREZX:
0.78
VNQ:
0.78
SREZX:
1.13
VNQ:
1.13
SREZX:
1.14
VNQ:
1.14
SREZX:
0.49
VNQ:
0.47
SREZX:
2.60
VNQ:
2.66
SREZX:
4.17%
VNQ:
4.64%
SREZX:
13.82%
VNQ:
15.80%
SREZX:
-39.13%
VNQ:
-73.07%
SREZX:
-9.87%
VNQ:
-10.60%
Returns By Period
In the year-to-date period, SREZX achieves a 2.31% return, which is significantly lower than VNQ's 3.40% return. Over the past 10 years, SREZX has underperformed VNQ with an annualized return of 4.60%, while VNQ has yielded a comparatively higher 4.96% annualized return.
SREZX
2.31%
2.15%
-0.45%
11.64%
1.84%
4.60%
VNQ
3.40%
2.74%
1.42%
13.70%
2.24%
4.96%
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SREZX vs. VNQ - Expense Ratio Comparison
SREZX has a 1.01% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
SREZX vs. VNQ — Risk-Adjusted Performance Rank
SREZX
VNQ
SREZX vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Select Real Estate Fund (SREZX) 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
SREZX vs. VNQ - Dividend Comparison
SREZX's dividend yield for the trailing twelve months is around 2.49%, less than VNQ's 3.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SREZX PGIM Select Real Estate Fund | 2.49% | 2.55% | 2.80% | 1.59% | 1.62% | 2.13% | 3.69% | 2.60% | 2.26% | 1.85% | 1.88% | 0.00% |
VNQ Vanguard Real Estate ETF | 3.73% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
SREZX vs. VNQ - Drawdown Comparison
The maximum SREZX drawdown since its inception was -39.13%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for SREZX and VNQ. For additional features, visit the drawdowns tool.
Volatility
SREZX vs. VNQ - Volatility Comparison
The current volatility for PGIM Select Real Estate Fund (SREZX) is 3.85%, while Vanguard Real Estate ETF (VNQ) has a volatility of 4.36%. This indicates that SREZX experiences smaller price fluctuations and is considered to be less risky than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.