VRTPX vs. FPRO
Compare and contrast key facts about Vanguard Real Estate II Index Fund (VRTPX) and Fidelity Real Estate Investment ETF (FPRO).
VRTPX is managed by Vanguard. It was launched on Sep 26, 2017. FPRO is an actively managed fund by Fidelity. It was launched on Feb 2, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRTPX or FPRO.
Correlation
The correlation between VRTPX and FPRO is 0.62, 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.
Performance
VRTPX vs. FPRO - Performance Comparison
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Key characteristics
VRTPX:
0.66
FPRO:
0.83
VRTPX:
1.08
FPRO:
1.32
VRTPX:
1.14
FPRO:
1.17
VRTPX:
0.53
FPRO:
0.69
VRTPX:
2.36
FPRO:
3.00
VRTPX:
5.52%
FPRO:
5.43%
VRTPX:
18.06%
FPRO:
18.06%
VRTPX:
-42.33%
FPRO:
-32.80%
VRTPX:
-12.86%
FPRO:
-10.18%
Returns By Period
In the year-to-date period, VRTPX achieves a 1.04% return, which is significantly lower than FPRO's 2.23% return.
VRTPX
1.04%
5.36%
-5.17%
11.71%
7.47%
N/A
FPRO
2.23%
5.35%
-3.41%
14.86%
N/A
N/A
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VRTPX vs. FPRO - Expense Ratio Comparison
VRTPX has a 0.08% expense ratio, which is lower than FPRO's 0.59% expense ratio.
Risk-Adjusted Performance
VRTPX vs. FPRO — Risk-Adjusted Performance Rank
VRTPX
FPRO
VRTPX vs. FPRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate II Index Fund (VRTPX) and Fidelity Real Estate Investment ETF (FPRO). 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.
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Dividends
VRTPX vs. FPRO - Dividend Comparison
VRTPX's dividend yield for the trailing twelve months is around 3.98%, more than FPRO's 2.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
VRTPX Vanguard Real Estate II Index Fund | 3.98% | 3.80% | 3.98% | 4.52% | 2.58% | 3.92% | 3.50% | 4.76% | 1.32% |
FPRO Fidelity Real Estate Investment ETF | 2.40% | 2.50% | 2.83% | 2.67% | 1.69% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VRTPX vs. FPRO - Drawdown Comparison
The maximum VRTPX drawdown since its inception was -42.33%, which is greater than FPRO's maximum drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for VRTPX and FPRO. For additional features, visit the drawdowns tool.
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Volatility
VRTPX vs. FPRO - Volatility Comparison
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