Before investing in a REIT ETF, consider reviewing the fund’s prospectus to understand its investment strategy and its holdings. (Data is from Morningstar as of Dec. 13, 2024.) Vanguard Real Estate ETF (VNQ) The Vanguard Real Estate ETF is arguably the most popular REIT ETF. The fund tr...
Before investing in a REIT ETF, consider reviewing the fund’s prospectus to understand its investment strategy and its holdings. (Data is from Morningstar as of Dec. 13, 2024.) Vanguard Real Estate ETF (VNQ) The Vanguard Real Estate ETF is arguably the most popular REIT ETF. The fund tr...
(Though if you check out the provider site, you’ll see that VNQ’s largest allocation is to the Institutional Plus shares of the Vanguard Real Estate II Index Fund, which is itself a basket of REITs that’s extremely similar to VNQ.)...
Fund (ticker) YTD performance 5-year performanceExpense ratio Vanguard Real Estate ETF (VNQ) 4.5 percent 4.6 percent 0.13 percent iShares U.S. Real Estate ETF (IYR) 4.9 percent 4.4 percent 0.39 percent Schwab U.S. REIT ETF (SCHH) 4.1 percent 3.0 percent 0.07 percentTop...
Retirement ETFs to Buy: Vanguard REIT ETF (VNQ) Real estate must have some representation in a long-term investment portfolio, but most of these are nearly identical. By that, I mean their 10-year mean average return, their expense ratios, their standard deviations (a measure of volatility)...
Real Estate Sector:Vanguard Real Estate ETF (VNQ) Consumer Staples Sector:Consumer Staples Select Sector SPDR (XLP) Consumer Discretionary Sector:Consumer Discretionary Select Sector SPDR (XLY) Utilities Sector:Utilities Select Sector SPDR (XLU) ...
Real estate ETFs, however, sloughed off the data.Vanguard Real Estate ETF (NYSEArca: VNQ)ticked 0.28 percent higher andSchwab US REIT ETF (NYSEArca: SCHH)edged 0.23 percent higher. Related:A Defensive Quality Dividend ETF for Uncertain Times ...
Vanguard REIT ETF (VNQ) Quick Fund Stats: Ticker: VNQ Expense Ratio: 0.12% Asset Class: Stock – Sector-Specific Category: Real Estate Minimum Investment: No Minimum REITs have been the best performing asset class over a 20-year period. Bet you didn't know this! In addition to REITs, in...
In this comparison, momentum won 5 times: DBC, EEM, IWM, SPY and VNQ. While trend-following won 6 times: AGG, GLD, HYG, LQD, QQQ and TLT. This is interesting considering that when comparing to buy and hold, momentum won more often. ...
These two funds are strikingly similar, and either one fits the bill nicely when it comes to investing in the U.S. REIT market. Vanguard REIT Index ETF (VNQ) Indexed to: The MSCI U.S. REIT index, which tracks roughly two-thirds of the U.S. REIT market Expense ratio: 0.12 ...