WHLR vs. VNQ
Compare and contrast key facts about Wheeler Real Estate Investment Trust, Inc. (WHLR) and Vanguard Real Estate ETF (VNQ).
VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Real Estate 25/50 Index. It was launched on Sep 23, 2004.
Performance
WHLR vs. VNQ - Performance Comparison
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WHLR vs. VNQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WHLR Wheeler Real Estate Investment Trust, Inc. | -81.76% | -99.96% | -98.47% | -97.81% | -28.03% | -29.96% | 68.90% | 84.06% | -91.07% | -17.07% |
VNQ Vanguard Real Estate ETF | 1.67% | 3.24% | 4.81% | 11.85% | -26.25% | 40.54% | -4.61% | 28.91% | -6.03% | 4.90% |
Returns By Period
In the year-to-date period, WHLR achieves a -81.76% return, which is significantly lower than VNQ's 1.67% return. Over the past 10 years, WHLR has underperformed VNQ with an annualized return of -85.56%, while VNQ has yielded a comparatively higher 4.69% annualized return.
WHLR
- 1D
- 0.46%
- 1M
- -50.53%
- YTD
- -81.76%
- 6M
- -97.45%
- 1Y
- -99.87%
- 3Y*
- -99.71%
- 5Y*
- -97.57%
- 10Y*
- -85.56%
VNQ
- 1D
- 0.36%
- 1M
- -6.21%
- YTD
- 1.67%
- 6M
- -0.84%
- 1Y
- 2.18%
- 3Y*
- 6.57%
- 5Y*
- 2.86%
- 10Y*
- 4.69%
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Return for Risk
WHLR vs. VNQ — Risk / Return Rank
WHLR
VNQ
WHLR vs. VNQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wheeler Real Estate Investment Trust, Inc. (WHLR) 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.
| WHLR | VNQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.48 | 0.13 | -0.62 |
Sortino ratioReturn per unit of downside risk | -3.95 | 0.30 | -4.25 |
Omega ratioGain probability vs. loss probability | 0.60 | 1.04 | -0.44 |
Calmar ratioReturn relative to maximum drawdown | -1.00 | 0.18 | -1.18 |
Martin ratioReturn relative to average drawdown | -1.12 | 0.70 | -1.81 |
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
| WHLR | VNQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.48 | 0.13 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.43 | 0.15 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.51 | 0.23 | -0.73 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.53 | 0.26 | -0.79 |
Correlation
The correlation between WHLR and VNQ is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
WHLR vs. VNQ - Dividend Comparison
WHLR has not paid dividends to shareholders, while VNQ's dividend yield for the trailing twelve months is around 3.92%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHLR Wheeler Real Estate Investment Trust, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 14.43% | 12.35% | 12.69% |
VNQ Vanguard Real Estate ETF | 3.92% | 3.92% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% |
Drawdowns
WHLR vs. VNQ - Drawdown Comparison
The maximum WHLR drawdown since its inception was -100.00%, which is greater than VNQ's maximum drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for WHLR and VNQ.
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Drawdown Indicators
| WHLR | VNQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -100.00% | -73.07% | -26.93% |
Max Drawdown (1Y)Largest decline over 1 year | -99.87% | -12.44% | -87.43% |
Max Drawdown (5Y)Largest decline over 5 years | -100.00% | -34.48% | -65.52% |
Max Drawdown (10Y)Largest decline over 10 years | -100.00% | -42.40% | -57.60% |
Current DrawdownCurrent decline from peak | -100.00% | -9.24% | -90.76% |
Average DrawdownAverage peak-to-trough decline | -74.54% | -13.71% | -60.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 89.29% | 3.21% | +86.08% |
Volatility
WHLR vs. VNQ - Volatility Comparison
Wheeler Real Estate Investment Trust, Inc. (WHLR) has a higher volatility of 35.61% compared to Vanguard Real Estate ETF (VNQ) at 4.57%. This indicates that WHLR's price experiences larger fluctuations and is considered to be riskier than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WHLR | VNQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 35.61% | 4.57% | +31.04% |
Volatility (6M)Calculated over the trailing 6-month period | 128.32% | 9.28% | +119.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 206.41% | 16.31% | +190.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 225.25% | 18.80% | +206.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 169.58% | 20.70% | +148.88% |