VNQ
Vanguard Real Estate ETF
1Y Return
+8.2%
Expense Ratio
0.12%
Dividend Yield
3.85%
AUM
$32.5B
Basic Info
IssuerVanguard
CategoryReal Estate
Inception Date2004-09-23
Tracks U.S. REITs and real estate companies for real estate exposure.
Returns & Risk
1Y Return+8.2%
3Y (Ann.)-1.5%
5Y (Ann.)+4.2%
Volatility19.5%
Sharpe Ratio0.32
Max Drawdown-35.2%
Top 10 Holdings
Prologis
7.2%
Equinix
5.5%
Realty Income
4.8%
Digital Realty
3.8%
Simon Property Group
3.5%
Public Storage
3.2%
Welltower
3.0%
Equity Residential
2.8%
AvalonBay
2.5%
VICI Properties
2.2%
Sector Allocation
Industrial REIT
18.5%
Data Centers
15.2%
Residential REIT
14.8%
Retail REIT
12.5%
Healthcare REIT
10.2%
Office REIT
8.5%
Self-Storage
7.2%
Hotel REIT
5.5%
Infrastructure REIT
4.8%
Others
2.8%
Historical Annual Returns
Annual returns over the past 6 years
41%-26%
-4.5%2020
+40.5%2021
-26.2%2022
+12.8%2023
+8.5%2024
+1.2%2025
AI Analysis
VNQ each have distinct characteristics. VNQ led with a 1-year return of +8.2%, while VNQ returned +8.2%. VNQ has the lowest expense ratio at 0.12%. See detailed comparison below.
Investor Profile
Conservative: Focus on low-volatility, high-dividend ETFs. Keep total allocation under 60% of portfolio Aggressive: Core position in VNQ (50%) with diversified allocation for the rest Moderate: 30-40% per ETF with periodic rebalancing
Risk Warning
Historical max drawdown reached -35.2% — prepare both mentally and financially. Past performance does not guarantee future results. Make decisions based on your financial situation and risk tolerance