VNQI vs. POSIX
Compare and contrast key facts about Vanguard Global ex-U.S. Real Estate ETF (VNQI) and Principal Global Real Estate Securities Fund (POSIX).
VNQI is a passively managed fund by Vanguard that tracks the performance of the S&P Global ex-U.S. Property Index. It was launched on Nov 1, 2010. POSIX is managed by Principal. It was launched on Sep 30, 2007.
Performance
VNQI vs. POSIX - Performance Comparison
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VNQI vs. POSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VNQI Vanguard Global ex-U.S. Real Estate ETF | -2.23% | 21.38% | -2.22% | 6.99% | -22.94% | 5.93% | -7.22% | 21.59% | -9.44% | 26.91% |
POSIX Principal Global Real Estate Securities Fund | 2.20% | 7.57% | 0.67% | 10.87% | -26.74% | 23.45% | -3.91% | 24.53% | -3.35% | 14.73% |
Returns By Period
In the year-to-date period, VNQI achieves a -2.23% return, which is significantly lower than POSIX's 2.20% return. Over the past 10 years, VNQI has underperformed POSIX with an annualized return of 2.56%, while POSIX has yielded a comparatively higher 3.73% annualized return.
VNQI
- 1D
- -0.29%
- 1M
- -7.28%
- YTD
- -2.23%
- 6M
- -1.45%
- 1Y
- 15.05%
- 3Y*
- 7.76%
- 5Y*
- -0.35%
- 10Y*
- 2.56%
POSIX
- 1D
- 1.03%
- 1M
- -5.51%
- YTD
- 2.20%
- 6M
- 1.17%
- 1Y
- 7.00%
- 3Y*
- 6.41%
- 5Y*
- 0.91%
- 10Y*
- 3.73%
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VNQI vs. POSIX - Expense Ratio Comparison
VNQI has a 0.12% expense ratio, which is lower than POSIX's 0.94% expense ratio.
Return for Risk
VNQI vs. POSIX — Risk / Return Rank
VNQI
POSIX
VNQI vs. POSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global ex-U.S. Real Estate ETF (VNQI) and Principal Global Real Estate Securities Fund (POSIX). 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.
| VNQI | POSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.52 | +0.53 |
Sortino ratioReturn per unit of downside risk | 1.50 | 0.80 | +0.70 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.11 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.73 | +0.32 |
Martin ratioReturn relative to average drawdown | 4.47 | 2.78 | +1.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VNQI | POSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.52 | +0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.06 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.22 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.16 | +0.04 |
Correlation
The correlation between VNQI and POSIX is 0.80, 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.
Dividends
VNQI vs. POSIX - Dividend Comparison
VNQI's dividend yield for the trailing twelve months is around 4.81%, more than POSIX's 2.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VNQI Vanguard Global ex-U.S. Real Estate ETF | 4.81% | 4.70% | 5.16% | 3.74% | 0.57% | 6.48% | 0.93% | 7.58% | 4.62% | 3.86% | 5.18% | 2.86% |
POSIX Principal Global Real Estate Securities Fund | 2.58% | 2.64% | 2.57% | 2.63% | 1.12% | 2.40% | 1.13% | 6.32% | 3.81% | 4.16% | 3.70% | 4.48% |
Drawdowns
VNQI vs. POSIX - Drawdown Comparison
The maximum VNQI drawdown since its inception was -38.35%, smaller than the maximum POSIX drawdown of -68.45%. Use the drawdown chart below to compare losses from any high point for VNQI and POSIX.
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Drawdown Indicators
| VNQI | POSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.35% | -68.45% | +30.10% |
Max Drawdown (1Y)Largest decline over 1 year | -14.78% | -9.97% | -4.81% |
Max Drawdown (5Y)Largest decline over 5 years | -35.75% | -34.15% | -1.60% |
Max Drawdown (10Y)Largest decline over 10 years | -38.35% | -41.70% | +3.35% |
Current DrawdownCurrent decline from peak | -11.70% | -10.10% | -1.60% |
Average DrawdownAverage peak-to-trough decline | -10.92% | -14.02% | +3.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 2.81% | +0.67% |
Volatility
VNQI vs. POSIX - Volatility Comparison
Vanguard Global ex-U.S. Real Estate ETF (VNQI) has a higher volatility of 6.27% compared to Principal Global Real Estate Securities Fund (POSIX) at 4.86%. This indicates that VNQI's price experiences larger fluctuations and is considered to be riskier than POSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VNQI | POSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.27% | 4.86% | +1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 8.37% | +1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.37% | 14.30% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.28% | 16.23% | -0.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.96% | 16.96% | -1.00% |