ETF Comparison: VNQI vs USRT
ETF Descriptions
VNQI - Vanguard Global ex-U.S. Real Estate ETF
The Vanguard Global ex-U.S. Real Estate ETF provides diversified exposure to real estate markets in developed countries outside the United States, with a focus on Europe, Asia Pacific, and Canada. The fund offers a broad-based approach to investing in global real estate, with a market capitalization-weighted portfolio of over 645 holdings. This ETF may be suitable for investors seeking to complement their U.S. real estate holdings with international exposure, and offers a cost-effective solution with a low expense ratio.
USRT - iShares Core U.S. REIT ETF
The iShares Core U.S. REIT ETF tracks the performance of the FTSE Nareit / Equity REITs - INV index, providing diversified exposure to U.S. real estate investment trusts (REITs).
Comparison Table
| VNQI | USRT | |
|---|---|---|
| Fund Name | Vanguard Global ex-U.S. Real Estate ETF | iShares Core U.S. REIT ETF |
| Fund Provider | Vanguard | BlackRock |
| Index | S&P Global ex-U.S. Property Index | FTSE Nareit / Equity REITs - INV |
| Asset Class | Real Estate | Real Estate |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.12% | 0.08% |
| Inception Date | 2010-11-01 | 2007-05-01 |
| Number Of Holdings | 645 | 131 |
| Currency | USD | USD |
| Region | Developed Markets | United States |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Blend |
| Sector | Real Estate | Real Estate |
| Sector Detail | Broad-based | REITs |
| Leveraged | Non-leveraged | Non-leveraged |
Backtesting Options
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis evaluates historical data to measure investment strategy returns through key metrics like Cumulative returns, End of Year (EoY) returns, and risk-adjusted measures such as the Sharpe ratio and Sortino ratio. This helps investors assess both absolute and relative performance across different market conditions.
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.