Vanguard Real Estate Index Fund ETF logo

VNQ: Vanguard Real Estate Index Fund ETF

ETF

About

VNQ was created on 2004-09-23 by Vanguard. The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 37814.86m in AUM and 155 holdings. VNQ tracks a market-cap-weighted index of companies involved in the ownership and operation of real estate in the United States.

Inception Date
09/23/2004
Asset Class
Equity
Investment Segment
Real Estate

Current Value

$96.82

1 Year Return

$13.44
16.12%

Key Details

Assets Under Management

$37.62B

Div Yield %

3.76%

P/E Ratio

37.64

Net Asset Value

$96.79

Expense Ratio

0.12%

1Y ETF Return

0.20%

Strategies that include
VNQ

Low risk

$1,000

5.00%

The Coward's Portfolio

capital preservation
balanced
income

William Bernstein created this portfolio and is the author of several books including The Intelligent Asset Allocator and The Four Pillars of Investing. He introduced the Coward's Portfolio in 1996. The "coward" refers not to risk tolerance but to the strategy of hedging your bets and having slices of a number of asset classes.

ETF Based Strategy

Top Holdings

Vanguard Group, Inc. - Vanguard Short-Term Bond ETF logo
Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo
Vanguard Group, Inc. - Vanguard Small Cap Value ETF logo
Vanguard Group, Inc. - Vanguard Value ETF logo
Vanguard Group, Inc. - Vanguard FTSE Pacific ETF logo

Return

+7.21%

Expense Ratio

0.05%

Holdings

9

Low risk

$1,000

8.00%

Armstrong's "Ideal Index"

capital preservation
balanced
income

Frank Armstrong, author of The Informed Investor, proposed this portfolio. Compared to other Boglehead portfolios, it contains a smaller allocation to bonds, and a much larger allocation to international stocks (in fact the equities, excluding REIT, are split 50/50 between domestic and international).

ETF Based Strategy

Top Holdings

Vanguard Group, Inc. - Vanguard Total International Stock ETF logo
Vanguard Group, Inc. - Vanguard Short-Term Bond ETF logo
Vanguard Group, Inc. - Vanguard Value ETF logo
Vanguard Group, Inc. - Vanguard Small Cap Value ETF logo
Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo

Return

+6.90%

Expense Ratio

0.06%

Holdings

7

Low risk

$1,000

10.00%

Bill Schultheis's "Coffeehouse"

capital preservation
balanced
income

Bill Schultheis made this simple seven-fund portfolio popular in his book The Coffeehouse Investor. He advocates 40% in a total market bond fund and 10% each in various stock funds. You can find more information at The Coffeehouse Investor.

ETF Based Strategy

Top Holdings

Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo
Vanguard Group, Inc. - Vanguard Small Cap ETF logo
Vanguard Group, Inc. - Vanguard Small Cap Value ETF logo
Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo
Vanguard Group, Inc. - Vanguard S&P 500 ETF logo

Return

+6.61%

Expense Ratio

0.05%

Holdings

7

Low risk

$1,000

15.00%

David Swensen's Lazy Portfolio

capital preservation
balanced
income

David Swensen is CIO of Yale University and author of Unconventional Success. His lazy portfolio uses low-cost, tax-efficient total market funds, a healthy dose of real estate, and inflation-protected securities (TIPS).

ETF Based Strategy

Top Holdings

Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo
BlackRock Institutional Trust Company N.A. - iShares TIPS Bond ETF logo
Vanguard Group, Inc. - Vanguard FTSE Developed Markets ETF logo
Vanguard Group, Inc. - Vanguard Intermediate-Term Treasury ETF logo
Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo

Return

+7.33%

Expense Ratio

0.08%

Holdings

6

Low risk

$1,000

6.00%

Core 4 Portfolio

capital preservation
balanced
income

By including some direct exposure to the US Real Estate market directly through VNQ, this fund adds a bit more diversity compared to the Majesty of Simplicity.

ETF Based Strategy

Top Holdings

Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo
Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo
Vanguard Group, Inc. - Vanguard Total International Stock ETF logo
Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo

Return

+6.52%

Expense Ratio

0.05%

Holdings

4

Create your own
strategy with

VNQ
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Stock's related to
VNQ

Correlated Stocks

NameCorrelationMarket CapReturn % (1 Year)Div Yield %
PSA83.37%$60.25B+27.76%3.49%
CUBE81.57%$11.14B+17.94%4.16%
EXR80.91%$35.98B+23.83%3.80%
KIM80.72%$17.00B+23.27%3.78%
ARE79.81%$19.17B-8.50%4.71%
PLD79.07%$107.29B-3.73%3.23%
DOC77.94%$15.14B+17.22%5.55%
ESS77.66%$19.54B+36.50%3.17%
NSA77.61%$3.42B+25.35%5.01%
UDR77.41%$14.95B+30.89%3.74%
FRT77.28%$9.71B+14.36%3.83%
AVB77.24%$32.83B+29.85%2.95%
SAFE77.17%$1.51B-4.52%3.35%
VICI77.12%$33.95B+5.43%5.18%
REG76.12%$13.55B+14.59%3.60%
EQR75.81%$28.55B+28.20%3.56%
BXP75.37%$12.79B+26.93%4.84%
BRX75.19%$8.99B+31.73%3.64%
STAG74.96%$6.63B-1.19%4.05%
UE74.88%$2.82B+28.17%2.95%

Uncorrelated Stocks

NameCorrelationMarket CapReturn % (1 Year)Div Yield %
EDSA-0.01%$7.70M-29.88%0.00%
STG0.08%$32.56M-29.30%0.00%
CORZ0.10%$4.48B+2,051.37%0.00%
COR-0.11%$48.29B+22.63%0.82%
UUU0.12%$5.04M0.00%0.00%
CYCN-0.21%$6.34M+3.08%0.00%
MSDL0.55%$1.89B+4.09%7.02%
HIHO0.66%$8.58M-0.52%3.50%
NFLX0.75%$383.75B+97.78%0.00%
CCEC0.80%$989.45M+29.19%3.36%
LQDA0.88%$950.47M+51.35%0.00%
PRT-1.12%$47.69M-19.34%10.31%
CRVO1.25%$86.58M+13.90%0.00%
INSW1.69%$1.88B-7.74%1.24%
TNK1.71%$1.37B-17.21%2.50%
AMED1.76%$2.99B-2.47%0.00%
BEST-1.88%$31.41M+7.69%0.00%
ALAR-1.93%$87.68M+155.94%0.00%
IBKR2.03%$20.22B+134.33%0.45%
LITB-2.03%$33.46M-74.29%0.00%

Inversely Correlated Stocks

NameCorrelationMarket CapReturn % (1 Year)Div Yield %
HUSA-13.15%$17.54M-25.14%0.00%
MCK-12.51%$78.87B+35.27%0.43%
MNR-11.75%$1.59B-13.83%20.59%
PGR-7.71%$154.68B+61.58%0.43%
LPTH-7.47%$72.39M+55.32%0.00%
TCTM-7.17%$7.90M-31.31%0.00%
RNR-6.13%$14.93B+37.70%0.54%
HQY-4.94%$8.88B+47.21%0.00%
NEUE-4.84%$41.67M-22.85%0.00%
PRPH-4.69%$18.76M-83.80%0.00%
OXBR-4.61%$24.28M+267.92%0.00%
BTCT-3.62%$60.65M+335.42%0.00%
LPLA-3.11%$24.25B+45.64%0.37%
QTTB-2.66%$324.31M+164.18%0.00%
PRPO-2.60%$8.83M-10.62%0.00%
CBOE-2.50%$22.18B+16.57%1.10%
LTM-2.49%$8.40B-100.00%<0.01%
NTZ-2.42%$52.32M-24.48%0.00%
BACK-2.35%$1.91M-41.58%0.00%
LITB-2.03%$33.46M-74.29%0.00%

ETF's related to
VNQ

Correlated ETFs

NameCorrelationAUMExpense Ratio
FREL99.74%$1.10B0.084%
IYR99.58%$5.02B0.39%
SCHH99.31%$8.11B0.07%
DFAR99.24%$1.26B0.19%
XLRE99.06%$7.97B0.09%
USRT98.51%$3.00B0.08%
ICF98.49%$2.19B0.33%
BBRE98.46%$996.06M0.11%
FRI98.46%$202.19M0.5%
RWR98.29%$2.01B0.25%
DFGR98.07%$2.19B0.22%
REET96.90%$4.03B0.14%
RWO96.63%$1.22B0.5%
REZ92.73%$1.20B0.48%
INDS92.42%$179.82M0.55%
SPRE91.24%$159.83M0.55%
KBWY86.00%$259.46M0.35%
RIET85.80%$92.01M0.5%
SRVR85.63%$461.60M0.55%
SPYD84.22%$7.23B0.07%

Uncorrelated ETFs

NameCorrelationAUMExpense Ratio
USCI0.07%$188.19M1.07%
JBBB-0.20%$1.35B0.49%
AGZD-0.41%$132.76M0.23%
KCCA-0.93%$219.07M0.87%
DBA-2.08%$787.55M0.93%
CANE-2.18%$16.65M0.29%
CLOI-2.32%$749.05M0.4%
HDRO-2.42%$164.26M0.3%
SOYB2.56%$27.06M0.22%
DBC-2.81%$1.39B0.87%
FMF-2.83%$248.49M0.95%
WEAT-3.14%$119.27M0.28%
FTGC3.37%$2.20B1.02%
PDBC-3.84%$4.39B0.59%
KRBN4.10%$235.35M0.85%
CORN-4.35%$59.94M0.2%
GSG-4.81%$932.06M0.75%
TAIL-5.05%$68.19M0.59%
TBLL5.57%$1.94B0.08%
COMT-5.65%$839.86M0.48%

Inversely Correlated ETFs

NameCorrelationAUMExpense Ratio
USDU-50.71%$210.52M0.5%
BTAL-47.93%$365.42M1.43%
UUP-45.18%$376.91M0.77%
VIXY-34.12%$195.31M0.85%
CTA-29.09%$367.83M0.76%
EQLS-25.98%$8.93M1%
KMLM-14.05%$344.74M0.9%
DBO-11.42%$218.47M0.77%
DBE-10.99%$50.22M0.77%
DBMF-10.69%$1.04B0.85%
HIGH-6.54%$302.94M0.52%
COMT-5.65%$839.86M0.48%
TAIL-5.05%$68.19M0.59%
GSG-4.81%$932.06M0.75%
CORN-4.35%$59.94M0.2%
PDBC-3.84%$4.39B0.59%
WEAT-3.14%$119.27M0.28%
FMF-2.83%$248.49M0.95%
DBC-2.81%$1.39B0.87%
HDRO-2.42%$164.26M0.3%

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Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

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