VGSIX vs. PQIPX
Compare and contrast key facts about Vanguard Real Estate Index Fund (VGSIX) and PIMCO Dividend and Income Fund (PQIPX).
VGSIX is managed by Vanguard. It was launched on May 13, 1996. PQIPX is managed by PIMCO. It was launched on Dec 13, 2011.
Performance
VGSIX vs. PQIPX - Performance Comparison
Loading graphics...
VGSIX vs. PQIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGSIX Vanguard Real Estate Index Fund | -0.24% | 2.04% | 2.67% | 12.97% | -26.29% | 40.18% | -4.87% | 28.74% | -6.14% | 4.80% |
PQIPX PIMCO Dividend and Income Fund | 2.71% | 17.26% | 7.08% | 11.93% | -6.37% | 18.45% | -1.54% | 15.53% | -8.78% | 16.08% |
Returns By Period
In the year-to-date period, VGSIX achieves a -0.24% return, which is significantly lower than PQIPX's 2.71% return. Over the past 10 years, VGSIX has underperformed PQIPX with an annualized return of 4.14%, while PQIPX has yielded a comparatively higher 7.76% annualized return.
VGSIX
- 1D
- 0.38%
- 1M
- -7.74%
- YTD
- -0.24%
- 6M
- -2.68%
- 1Y
- 0.17%
- 3Y*
- 5.09%
- 5Y*
- 2.35%
- 10Y*
- 4.14%
PQIPX
- 1D
- 0.27%
- 1M
- -4.40%
- YTD
- 2.71%
- 6M
- 5.27%
- 1Y
- 15.37%
- 3Y*
- 11.89%
- 5Y*
- 7.47%
- 10Y*
- 7.76%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VGSIX vs. PQIPX - Expense Ratio Comparison
VGSIX has a 0.26% expense ratio, which is lower than PQIPX's 0.81% expense ratio.
Return for Risk
VGSIX vs. PQIPX — Risk / Return Rank
VGSIX
PQIPX
VGSIX vs. PQIPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund (VGSIX) and PIMCO Dividend and Income Fund (PQIPX). 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.
| VGSIX | PQIPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.06 | 1.97 | -1.90 |
Sortino ratioReturn per unit of downside risk | 0.20 | 2.59 | -2.39 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.42 | -0.39 |
Calmar ratioReturn relative to maximum drawdown | 0.08 | 2.38 | -2.30 |
Martin ratioReturn relative to average drawdown | 0.31 | 11.27 | -10.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VGSIX | PQIPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.06 | 1.97 | -1.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.86 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.64 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.60 | -0.27 |
Correlation
The correlation between VGSIX and PQIPX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VGSIX vs. PQIPX - Dividend Comparison
VGSIX's dividend yield for the trailing twelve months is around 3.84%, more than PQIPX's 2.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSIX Vanguard Real Estate Index Fund | 3.84% | 2.76% | 2.83% | 3.77% | 3.75% | 2.43% | 3.78% | 3.24% | 4.59% | 4.09% | 4.67% | 3.78% |
PQIPX PIMCO Dividend and Income Fund | 2.91% | 2.05% | 3.02% | 4.35% | 5.51% | 3.96% | 2.69% | 3.79% | 3.73% | 2.69% | 3.46% | 11.08% |
Drawdowns
VGSIX vs. PQIPX - Drawdown Comparison
The maximum VGSIX drawdown since its inception was -73.13%, which is greater than PQIPX's maximum drawdown of -33.13%. Use the drawdown chart below to compare losses from any high point for VGSIX and PQIPX.
Loading graphics...
Drawdown Indicators
| VGSIX | PQIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.13% | -33.13% | -40.00% |
Max Drawdown (1Y)Largest decline over 1 year | -12.45% | -6.42% | -6.03% |
Max Drawdown (5Y)Largest decline over 5 years | -34.58% | -15.81% | -18.77% |
Max Drawdown (10Y)Largest decline over 10 years | -42.35% | -33.13% | -9.22% |
Current DrawdownCurrent decline from peak | -12.98% | -4.40% | -8.58% |
Average DrawdownAverage peak-to-trough decline | -11.91% | -4.95% | -6.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 1.36% | +1.80% |
Volatility
VGSIX vs. PQIPX - Volatility Comparison
Vanguard Real Estate Index Fund (VGSIX) has a higher volatility of 4.12% compared to PIMCO Dividend and Income Fund (PQIPX) at 3.09%. This indicates that VGSIX's price experiences larger fluctuations and is considered to be riskier than PQIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VGSIX | PQIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 3.09% | +1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 9.12% | 4.83% | +4.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.31% | 7.99% | +8.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.88% | 8.71% | +10.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.85% | 12.18% | +8.67% |