VNQ vs. USRT
Compare and contrast key facts about Vanguard Real Estate ETF (VNQ) and iShares Core U.S. REIT ETF (USRT).
VNQ and USRT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. USRT is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT Equity REITs Index. It was launched on May 4, 2007. Both VNQ and USRT 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: VNQ or USRT.
Key characteristics
| VNQ | USRT | |
|---|---|---|
| YTD Return | -10.27% | -8.63% |
| 1Y Return | -0.89% | 2.11% |
| 3Y Return (Ann) | -2.97% | -0.47% |
| 5Y Return (Ann) | 2.07% | 2.64% |
| 10Y Return (Ann) | 5.04% | 5.44% |
| Sharpe Ratio | -0.06 | 0.09 |
| Daily Std Dev | 18.97% | 18.83% |
| Max Drawdown | -73.07% | -69.89% |
| Current Drawdown | -25.99% | -21.53% |
Correlation
The correlation between VNQ and USRT is 0.92, 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
VNQ vs. USRT - Performance Comparison
In the year-to-date period, VNQ achieves a -10.27% return, which is significantly lower than USRT's -8.63% return. Over the past 10 years, VNQ has underperformed USRT with an annualized return of 5.04%, while USRT has yielded a comparatively higher 5.44% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VNQ vs. USRT - Expense Ratio Comparison
Risk-Adjusted Performance
VNQ vs. USRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate ETF (VNQ) and iShares Core U.S. REIT ETF (USRT). 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
VNQ vs. USRT - Dividend Comparison
VNQ's dividend yield for the trailing twelve months is around 4.40%, more than USRT's 3.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VNQ Vanguard Real Estate ETF | 4.40% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
USRT iShares Core U.S. REIT ETF | 3.44% | 3.18% | 3.46% | 2.27% | 3.12% | 3.34% | 5.66% | 3.44% | 3.98% | 3.59% | 3.46% | 3.84% |
Drawdowns
VNQ vs. USRT - Drawdown Comparison
The maximum VNQ drawdown since its inception was -73.07%, roughly equal to the maximum USRT drawdown of -69.89%. Use the drawdown chart below to compare losses from any high point for VNQ and USRT. For additional features, visit the drawdowns tool.
Volatility
VNQ vs. USRT - Volatility Comparison
Vanguard Real Estate ETF (VNQ) and iShares Core U.S. REIT ETF (USRT) have volatilities of 6.70% and 6.53%, 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.