Correlation
The correlation between VSGNX and VNQ is 0.42, 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.
VSGNX vs. VNQ
Compare and contrast key facts about Vanguard S&P Small-Cap 600 Growth Index Fund Institutional Shares (VSGNX) and Vanguard Real Estate ETF (VNQ).
VSGNX is managed by Vanguard. It was launched on Sep 9, 2010. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSGNX or VNQ.
Performance
VSGNX vs. VNQ - Performance Comparison
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Key characteristics
Returns By Period
VSGNX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
VNQ
1.30%
0.79%
-7.18%
11.75%
0.66%
6.90%
5.35%
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VSGNX vs. VNQ - Expense Ratio Comparison
VSGNX has a 0.08% expense ratio, which is lower than VNQ's 0.12% 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%.
Risk-Adjusted Performance
VSGNX vs. VNQ — Risk-Adjusted Performance Rank
VSGNX
VNQ
VSGNX vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Small-Cap 600 Growth Index Fund Institutional Shares (VSGNX) and Vanguard Real Estate ETF (VNQ). 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
VSGNX vs. VNQ - Dividend Comparison
VSGNX has not paid dividends to shareholders, while VNQ's dividend yield for the trailing twelve months is around 4.07%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGNX Vanguard S&P Small-Cap 600 Growth Index Fund Institutional Shares | 0.00% | 0.04% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 4.07% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
VSGNX vs. VNQ - Drawdown Comparison
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Volatility
VSGNX vs. VNQ - Volatility Comparison
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