REET vs. VNQ - ETF Comparison
REET - iShares Global REIT ETF
The iShares Global REIT ETF provides diversified exposure to real estate investment trusts (REITs) from around the world, offering a way to tap into the global property market. The fund tracks the FTSE EPRA/NAREIT Global REIT Index, which covers a broad range of REITs from developed markets.
VNQ - Vanguard Real Estate ETF
The Vanguard Real Estate ETF (VNQ) provides diversified exposure to the US real estate market, investing in a broad range of equity REITs, specialized REITs, and real estate firms. The fund offers a cost-effective way to gain indirect exposure to real estate prices, with the potential for income generation and low correlation with traditional stock and bond investments.
| REET | VNQ | |
|---|---|---|
| Fund Name | iShares Global REIT ETF | Vanguard Real Estate ETF |
| Fund Provider | BlackRock | Vanguard |
| Index | FTSE EPRA/NAREIT Global REIT Index | MSCI US Investable Market Real Estate 25/50 Index |
| Asset Class | Real Estate | Real Estate |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.14% | 0.12% |
| Inception Date | 2014-07-08 | 2004-09-23 |
| Number Of Holdings | 341 | 160 |
| Currency | USD | USD |
| Region | Global | United States |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Blend |
| Sector | Real Estate | Real Estate |
| Sector Detail | REITs | Real Estate |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.