VRTPX vs. BLRYX

Last updated Aug 4, 2026

VRTPX (Vanguard Real Estate II Index Fund) and BLRYX (Brookfield Global Listed Real Estate Fund) are both REIT funds. Their correlation of 0.90 means they have usually moved in the same direction. VRTPX charges 0.08%/yr vs 0.95%/yr for BLRYX.

Performance

VRTPX vs. BLRYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Real Estate II Index Fund (VRTPX) and Brookfield Global Listed Real Estate Fund (BLRYX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

VRTPX

• 1D: -0.63%
• 1M: 0.85%
• 6M: 12.22%
• YTD: 13.95%
• 1Y: 15.53%
• 3Y*: 9.05%
• 5Y*: 2.26%
• 10Y*: —
• ALL TIME*: 5.91%

BLRYX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
VRTPX Vanguard Real Estate II Index Fund	$0.00	$0.00	$0.00

VRTPX vs. BLRYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VRTPX Vanguard Real Estate II Index Fund	13.95%	2.22%	3.72%	13.17%	-26.14%	40.37%	-4.65%	28.96%	-5.99%	1.37%
BLRYX Brookfield Global Listed Real Estate Fund	9.79%	10.99%	1.21%	7.11%	-22.02%	23.74%	-10.36%	20.46%	-8.13%	3.72%

Correlation

The correlation between VRTPX and BLRYX is 0.82, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.82
Correlation (3Y) Balances recent behavior with more history.	0.90
Correlation (5Y) Shows whether the relationship held over a longer period.	0.91
Correlation (All Time) Calculated using the full available price history since Sep 26, 2017	0.90

The correlation between VRTPX and BLRYX has been stable across timeframes, ranging from 0.82 to 0.91 - a consistent structural relationship.

Return for Risk

VRTPX vs. BLRYX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

VRTPX

VRTPX Risk / Return Rank: 35
VRTPX Sharpe Ratio Rank: 31
VRTPX Sortino Ratio Rank: 31
VRTPX Omega Ratio Rank: 30
VRTPX Calmar Ratio Rank: 43
VRTPX Martin Ratio Rank: 38

BLRYX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

VRTPX vs. BLRYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate II Index Fund (VRTPX) and Brookfield Global Listed Real Estate Fund (BLRYX). 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.

	VRTPX	BLRYX	Difference
Sharpe ratio: Return per unit of total volatility	1.11	—	—
Sortino ratio: Return per unit of downside risk	1.62	—	—
Omega ratio: Gain probability vs. loss probability	1.20	—	—
Calmar ratio: Return relative to maximum drawdown	1.84	—	—
Martin ratio: Return relative to average drawdown	5.95	—	—

Drawdowns

Drawdown Indicators

	VRTPX	BLRYX	Difference
Max Drawdown Largest peak-to-trough decline	-42.33%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-8.34%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-18.19%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-34.35%	—	—
Current Drawdown Current decline from peak	-2.02%	—	—
Average Drawdown Average peak-to-trough decline	-11.20%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.57%	—	—

Volatility

Volatility by Period

	VRTPX	BLRYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.50%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.74%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	13.87%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.97%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.70%	—	—

VRTPX vs. BLRYX - Expense Ratio Comparison

VRTPX has a 0.08% expense ratio, which is lower than BLRYX's 0.95% expense ratio.

Dividends

VRTPX vs. BLRYX - Dividend Comparison

VRTPX's dividend yield for the trailing twelve months is around 3.52%, more than BLRYX's 2.15% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BLRYX Brookfield Global Listed Real Estate Fund	2.15%	2.55%	2.72%	1.86%	2.08%	2.25%	3.59%	4.91%	4.32%	3.92%	6.25%	4.08%
VRTPX Vanguard Real Estate II Index Fund	3.52%	2.79%	3.80%	3.93%	4.52%	2.58%	3.92%	3.50%	4.77%	1.32%	0.00%	0.00%

Frequently Asked Questions

Can I hold both VRTPX and BLRYX in my portfolio?

VRTPX and BLRYX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.