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VNQ vs. REET
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VNQ vs. REET - Performance Comparison

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

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Returns By Period

The year-to-date returns for both stocks are quite close, with VNQ having a 11.77% return and REET slightly lower at 11.67%. Over the past 10 years, VNQ has outperformed REET with an annualized return of 5.44%, while REET has yielded a comparatively lower 4.37% annualized return.


VNQ

1D
1.31%
1M
1.13%
YTD
11.77%
6M
12.16%
1Y
11.59%
3Y*
11.30%
5Y*
2.83%
10Y*
5.44%

REET

1D
0.77%
1M
1.11%
YTD
11.67%
6M
12.03%
1Y
14.10%
3Y*
11.63%
5Y*
2.85%
10Y*
4.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VNQ vs. REET - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VNQ
Vanguard Real Estate ETF
11.77%3.24%4.81%11.85%-26.25%40.54%-4.61%28.91%-6.03%4.90%
REET
iShares Global REIT ETF
11.67%7.97%2.65%10.28%-24.10%32.43%-10.48%24.42%-5.27%7.48%

Correlation

The correlation between VNQ and REET is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.94

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

0.96

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

0.96

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

0.95

Correlation (All Time)
Calculated using the full available price history since Jul 10, 2014

0.94

The correlation between VNQ and REET has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.

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Return for Risk

VNQ vs. REET — Risk / Return Rank

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

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: 2222
Omega Ratio Rank
VNQ Calmar Ratio Rank: 2929
Calmar Ratio Rank
VNQ Martin Ratio Rank: 3131
Martin Ratio Rank

REET
REET Risk / Return Rank: 3333
Overall Rank
REET Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
REET Sortino Ratio Rank: 3030
Sortino Ratio Rank
REET Omega Ratio Rank: 3131
Omega Ratio Rank
REET Calmar Ratio Rank: 3232
Calmar Ratio Rank
REET Martin Ratio Rank: 3838
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.

VNQ vs. REET - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate ETF (VNQ) and iShares Global REIT ETF (REET). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VNQREETDifference
Sharpe ratioReturn per unit of total volatility

-0.29

Sortino ratioReturn per unit of downside risk

-0.36

Omega ratioGain probability vs. loss probability

1.15

1.20

-0.05

Calmar ratioReturn relative to maximum drawdown

1.40

1.57

-0.17

Martin ratioReturn relative to average drawdown

4.37

5.60

-1.23

VNQ vs. REET - Sharpe Ratio Comparison

The current VNQ Sharpe Ratio is 0.85, which is comparable to the REET Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of VNQ and REET, 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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Drawdowns

VNQ vs. REET - Drawdown Comparison

The maximum VNQ drawdown since its inception was -73.07%, which is greater than REET's maximum drawdown of -44.59%. Use the drawdown chart below to compare losses from any high point for VNQ and REET.


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Drawdown Indicators


VNQREETDifference

Max Drawdown

Largest peak-to-trough decline

-73.07%

-44.59%

-28.48%

Max Drawdown (1Y)

Largest decline over 1 year

-8.34%

-9.04%

+0.70%

Max Drawdown (3Y)

Largest decline over 3 years

-17.46%

-18.02%

+0.56%

Max Drawdown (5Y)

Largest decline over 5 years

-34.48%

-32.11%

-2.37%

Max Drawdown (10Y)

Largest decline over 10 years

-42.40%

-44.59%

+2.19%

Current Drawdown

Current decline from peak

-0.66%

-0.66%

0.00%

Average Drawdown

Average peak-to-trough decline

-13.60%

-9.75%

-3.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.66%

2.52%

+0.14%

Volatility

VNQ vs. REET - Volatility Comparison

Vanguard Real Estate ETF (VNQ) has a higher volatility of 5.19% compared to iShares Global REIT ETF (REET) at 4.36%. This indicates that VNQ's price experiences larger fluctuations and is considered to be riskier than REET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VNQREETDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.19%

4.36%

+0.83%

Volatility (6M)

Calculated over the trailing 6-month period

10.20%

9.39%

+0.81%

Volatility (1Y)

Calculated over the trailing 1-year period

13.84%

12.52%

+1.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.86%

16.97%

+1.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.75%

18.85%

+1.90%

VNQ vs. REET - Expense Ratio Comparison

VNQ has a 0.13% expense ratio, which is lower than REET's 0.14% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

VNQ vs. REET - Dividend Comparison

VNQ's dividend yield for the trailing twelve months is around 3.56%, more than REET's 3.37% yield.


PositionTTM20252024202320222021202020192018201720162015
REET
iShares Global REIT ETF
3.37%3.67%3.64%3.27%2.43%3.18%2.65%5.25%5.73%3.84%5.37%3.56%
VNQ
Vanguard Real Estate ETF
3.56%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


With a correlation of 0.94, VNQ and REET move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

VNQ has higher volatility (5.19%) compared to REET (4.36%). In terms of maximum drawdown, VNQ dropped -73.07% vs REET's -44.59%.

On 10-year performance, VNQ leads with 5.44% vs 4.37% for REET. On fees, VNQ is cheaper at 0.13% per year. On volatility, REET has been the lower-risk option at 4.36%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, VNQ has performed better with a 5.44% return vs 4.37%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VNQ is cheaper with a 0.13% expense ratio, compared with 0.14% for REET.

VNQ has the higher dividend yield at 3.56%, compared with 3.37% for REET.

VNQ tracks MSCI US Investable Market Real Estate 25/50 Index, while REET tracks FTSE EPRA/NAREIT Global REIT Index. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.13% for VNQ and 0.14% for REET.

REET currently has the higher Sharpe Ratio (1.14 vs 0.85), 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 VNQ and REET

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