Correlation
The correlation between XTWY and VNQ is 0.14, 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.
XTWY vs. VNQ
Compare and contrast key facts about Bondbloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) and Vanguard Real Estate ETF (VNQ).
XTWY and VNQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XTWY is a passively managed fund by BondBloxx that tracks the performance of the Bloomberg US Treasury 20 Year Target Duration Index. It was launched on Sep 13, 2022. 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. Both XTWY and VNQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XTWY or VNQ.
Performance
XTWY vs. VNQ - Performance Comparison
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Key characteristics
XTWY:
-0.05
VNQ:
0.86
XTWY:
-0.20
VNQ:
1.12
XTWY:
0.98
VNQ:
1.15
XTWY:
-0.19
VNQ:
0.56
XTWY:
-0.39
VNQ:
2.34
XTWY:
10.03%
VNQ:
5.82%
XTWY:
17.14%
VNQ:
18.20%
XTWY:
-25.92%
VNQ:
-73.07%
XTWY:
-18.23%
VNQ:
-12.42%
Returns By Period
In the year-to-date period, XTWY achieves a -1.46% return, which is significantly lower than VNQ's 1.30% return.
XTWY
-1.46%
-5.00%
-7.68%
-0.83%
N/A
N/A
N/A
VNQ
1.30%
1.48%
-7.60%
15.51%
0.25%
6.90%
5.25%
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XTWY vs. VNQ - Expense Ratio Comparison
XTWY has a 0.13% expense ratio, which is higher than VNQ's 0.12% expense ratio. However, 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
XTWY vs. VNQ — Risk-Adjusted Performance Rank
XTWY
VNQ
XTWY vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bondbloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) 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
XTWY vs. VNQ - Dividend Comparison
XTWY's dividend yield for the trailing twelve months is around 4.74%, more than VNQ's 4.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XTWY Bondbloxx Bloomberg Twenty Year Target Duration US Treasury ETF | 4.74% | 4.65% | 3.86% | 1.08% | 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
XTWY vs. VNQ - Drawdown Comparison
The maximum XTWY drawdown since its inception was -25.92%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for XTWY and VNQ.
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Volatility
XTWY vs. VNQ - Volatility Comparison
The current volatility for Bondbloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) is 4.26%, while Vanguard Real Estate ETF (VNQ) has a volatility of 4.83%. This indicates that XTWY experiences smaller price fluctuations and is considered to be less risky than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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