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T vs. VNQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

T vs. VNQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AT&T Inc. (T) and Vanguard Real Estate ETF (VNQ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, T achieves a -7.40% return, which is significantly lower than VNQ's 9.04% return. Over the past 10 years, T has underperformed VNQ with an annualized return of 2.86%, while VNQ has yielded a comparatively higher 5.30% annualized return.


T

1D
-1.10%
1M
-10.57%
YTD
-7.40%
6M
-7.40%
1Y
-16.38%
3Y*
18.39%
5Y*
6.60%
10Y*
2.86%

VNQ

1D
-1.36%
1M
-1.19%
YTD
9.04%
6M
9.17%
1Y
10.45%
3Y*
9.24%
5Y*
1.97%
10Y*
5.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

T vs. VNQ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
T
AT&T Inc.
-7.40%13.97%44.08%-2.74%5.76%-8.09%-21.37%45.55%-22.25%-4.01%
VNQ
Vanguard Real Estate ETF
9.04%3.24%4.81%11.85%-26.25%40.54%-4.61%28.91%-6.03%4.90%

Correlation

The correlation between T and VNQ is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.21

Correlation (3Y)
Calculated over the trailing 3-year period

0.31

Correlation (5Y)
Calculated over the trailing 5-year period

0.37

Correlation (10Y)
Calculated over the trailing 10-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Sep 29, 2004

0.42

Over the past year, the correlation between T and VNQ has dropped to 0.21 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.

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Return for Risk

T vs. VNQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

T
T Risk / Return Rank: 1111
Overall Rank
T Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
T Sortino Ratio Rank: 1212
Sortino Ratio Rank
T Omega Ratio Rank: 1313
Omega Ratio Rank
T Calmar Ratio Rank: 1414
Calmar Ratio Rank
T Martin Ratio Rank: 44
Martin Ratio Rank

VNQ
VNQ Risk / Return Rank: 2626
Overall Rank
VNQ Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
VNQ Sortino Ratio Rank: 2323
Sortino Ratio Rank
VNQ Omega Ratio Rank: 2323
Omega Ratio Rank
VNQ Calmar Ratio Rank: 2828
Calmar Ratio Rank
VNQ Martin Ratio Rank: 3030
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

T vs. VNQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AT&T Inc. (T) 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.


TVNQDifference
Sharpe ratioReturn per unit of total volatility

-1.54

Sortino ratioReturn per unit of downside risk

-2.13

Omega ratioGain probability vs. loss probability

0.89

1.14

-0.26

Calmar ratioReturn relative to maximum drawdown

-0.75

1.26

-2.01

Martin ratioReturn relative to average drawdown

-1.59

3.96

-5.54

T vs. VNQ - Sharpe Ratio Comparison

The current T Sharpe Ratio is -0.75, which is lower than the VNQ Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of T and VNQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


TVNQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.75

0.79

-1.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

0.11

+0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.12

0.26

-0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.27

+0.11

Drawdowns

T vs. VNQ - Drawdown Comparison

The maximum T drawdown since its inception was -64.15%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for T and VNQ.


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Drawdown Indicators


TVNQDifference

Max Drawdown

Largest peak-to-trough decline

-64.15%

-73.07%

+8.92%

Max Drawdown (1Y)

Largest decline over 1 year

-21.87%

-8.34%

-13.53%

Max Drawdown (3Y)

Largest decline over 3 years

-21.87%

-17.46%

-4.41%

Max Drawdown (5Y)

Largest decline over 5 years

-32.01%

-34.48%

+2.47%

Max Drawdown (10Y)

Largest decline over 10 years

-42.35%

-42.40%

+0.05%

Current Drawdown

Current decline from peak

-21.87%

-2.67%

-19.20%

Average Drawdown

Average peak-to-trough decline

-15.72%

-13.62%

-2.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.34%

2.65%

+7.69%

Volatility

T vs. VNQ - Volatility Comparison

AT&T Inc. (T) has a higher volatility of 7.50% compared to Vanguard Real Estate ETF (VNQ) at 4.13%. This indicates that T'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.


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Volatility by Period


TVNQDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.50%

4.13%

+3.37%

Volatility (6M)

Calculated over the trailing 6-month period

17.57%

9.53%

+8.04%

Volatility (1Y)

Calculated over the trailing 1-year period

21.98%

13.38%

+8.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.97%

18.82%

+5.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.71%

20.71%

+3.00%

Dividends

T vs. VNQ - Dividend Comparison

T's dividend yield for the trailing twelve months is around 4.93%, more than VNQ's 3.65% yield.


PositionTTM20252024202320222021202020192018201720162015
T
AT&T Inc.
4.93%4.47%4.87%6.62%6.66%8.46%7.23%5.22%7.01%5.04%4.51%5.46%
VNQ
Vanguard Real Estate ETF
3.65%3.92%3.85%3.95%3.91%2.56%3.93%3.39%4.74%4.23%4.82%3.92%

Frequently Asked Questions


T and VNQ have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

T has higher volatility (7.50%) compared to VNQ (4.13%). In terms of maximum drawdown, T dropped -64.15% vs VNQ's -73.07%.

VNQ currently has the higher Sharpe Ratio (0.79 vs -0.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for T and VNQ

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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