Chart Vanguard Real Estate ETF
Main settings
| 10 year return | 21.71 |
| 3 year return | -95.85 |
| 5 year return | -94.67 |
| Annual return | 6.86 |
| Asset size | Multi-Cap |
| Asset type | Real Estate |
| Average P/BV | 2.42 |
| Average P/E | 75.48 |
| Average P/S | 5.04 |
| Beta | 0.15 |
| Commission | 0.12 |
| Country | Mexico |
| Currency | usd |
| Div. yield | 2.46 |
| Focus | Real Estate |
| Foundation date | 1996-05-13 |
| ISIN code | US9229085538 |
| ISO country | MX |
| Index | MSCI US Investable Market Real Estate 25/50 Index |
| Number of companies | 49 |
| Owner | Vanguard |
| Region | United States |
| Region | U.S. |
| Strategy | Vanilla |
| Top 10 issuers, % | 40.33 |
| Website | link |
| segment | Equity: U.S. Real Estate |
| Change per day | 0% 98.5 $ |
| Change per week | -0.33% 98.83 $ |
| Change per month | -2.29% 100.81 $ |
| Change per 3 month | +1.79% 96.77 $ |
| Change per half year | +3.54% 95.13 $ |
| Change per year | +6.86% 92.18 $ |
| Change per 3 year | +23.05% 80.05 $ |
| Change per 5 year | +23.05% 80.05 $ |
| Change per 10 year | +23.05% 80.05 $ |
| Change per year to date | +10.59% 89.07 $ |
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Top companies
| Title | Industry | Share, % | P/BV | P/S | P/E | EV/Ebitda | Dividend yield | |
| #1 |
Welltower
WELL
|
Real Estate | 7.84 | 3.61 | 14.25 | 162.28 | 62.37 | 1.4 |
| #2 |
Prologis
PLD
|
Real Estate | 6.72 | 2.53 | 15.32 | 39.47 | 21.88 | 3.09 |
| #3 | Real Estate | 4.78 | 21.67 | 7.44 | 31.29 | 20.64 | 3.68 | |
| #4 |
Equinix, Inc. (REIT)
EQIX
|
Real Estate | 4.15 | 7.54 | 11.52 | 79.05 | 23.7 | 2.14 |
| #5 |
Simon Property
SPG
|
Real Estate | 3.42 | 14.11 | 11.55 | 15.93 | 11.36 | 4.33 |
| #6 |
Digital Realty
DLR
|
Real Estate | 3.07 | 2.95 | 11.07 | 51.7 | 21.1 | 2.79 |
| #7 | Real Estate | 2.96 | 1.42 | 9.76 | 53.03 | 23.66 | 5.33 | |
| #8 |
CBRE
CBRE
|
Real Estate | 2.71 | 4.56 | 1 | 34.98 | 22.16 | 0 |
| #9 |
Public Storage
PSA
|
Real Estate | 2.44 | 6.1 | 11.7 | 31.62 | 17.21 | 4.04 |
| #10 | Real Estate | 2.24 | -21.26 | 8.15 | 78.28 | 24.66 | 5.46 | |
Similar ETF
Other ETFs from the Management Company
| Title | Class | Category | Commission | Annual return |
| Equity | 0.03 | 18.63 | ||
| Equity | 0.03 | 18.88 | ||
| Equity | 0.05 | 23.27 | ||
| Equity | 0.04 | -80.91 | ||
| Equity | 0.04 | 23.38 | ||
| Equity | 0.08 | 15.87 | ||
| Equity | 0.06 | 15.38 | ||
| Equity | 0.08 | 21.23 | ||
| Equity | 0.1 | -82.94 | ||
| Equity | 0.04 | -71.46 | ||
| Bond | 0.07 | -3.31 | ||
| Equity | 0.05 | 20.74 | ||
| Equity | 0.06 | 18.55 | ||
| Bond | 0.04 | -2.79 | ||
| Equity | 0.07 | 19.58 | ||
| Equity | 0.04 | 18.33 | ||
| Bond | 0.04 | -1.48 | ||
| Bond | 0.05 | 1.12 | ||
| Bond | 0.04 | -1.56 | ||
| Equity | 0.07 | 19.15 | ||
| Bond | 0.04 | -2.55 | ||
| Equity | 0.13 | 15.63 | ||
| Equity | 0.08 | 9.96 | ||
| Bond | 0.04 | -1.09 | ||
| Equity | 0.07 | -76.84 | ||
| Equity | 0.06 | 19.76 | ||
| Bond | 0.04 | -2.78 | ||
| Equity | 0.1 | 27.78 | ||
| Bond | 0.04 | -0.8 |
Description Vanguard Real Estate ETF
Vanguard Real Estate Trust (VNQ) ΠΏΡΠ΅Π΄Π»Π°Π³Π°Π΅Ρ ΡΠΈΡΠΎΠΊΠΈΠΉ Π΄ΠΎΡΡΡΠΏ ΠΊ ΡΠΎΠ½Π΄Π°ΠΌ REIT Π‘Π¨Π, Π½Π°ΡΡΠ΄Ρ Ρ Π½Π΅Π±ΠΎΠ»ΡΡΠΈΠΌΠΈ Π²Π»ΠΎΠΆΠ΅Π½ΠΈΡΠΌΠΈ Π² ΡΠΏΠ΅ΡΠΈΠ°Π»ΠΈΠ·ΠΈΡΠΎΠ²Π°Π½Π½ΡΠ΅ REIT ΠΈ ΡΠΈΡΠΌΡ, Π·Π°Π½ΠΈΠΌΠ°ΡΡΠΈΠ΅ΡΡ Π½Π΅Π΄Π²ΠΈΠΆΠΈΠΌΠΎΡΡΡΡ. ΠΠ΅Π΄Π²ΠΈΠΆΠΈΠΌΠΎΡΡΡ ΠΈΡΡΠΎΡΠΈΡΠ΅ΡΠΊΠΈ ΠΏΡΠΈΠ²Π΅ΡΡΡΠ²ΠΎΠ²Π°Π»Π°ΡΡ ΠΈΠ·-Π·Π° Π΅Π΅ ΡΠΏΠΎΡΠΎΠ±Π½ΠΎΡΡΠΈ ΠΏΡΠΈΠ½ΠΎΡΠΈΡΡ ΠΈΠ·Π±ΡΡΠΎΡΠ½ΡΡ ΠΏΡΠΈΠ±ΡΠ»Ρ Π²ΠΎ Π²ΡΠ΅ΠΌΡ Π±ΡΡΡΠΈΡ
ΡΡΠ½ΠΊΠΎΠ² ΠΈ ΠΈΠ·-Π·Π° Π΅Π΅ Π½ΠΈΠ·ΠΊΠΎΠΉ ΠΊΠΎΡΡΠ΅Π»ΡΡΠΈΠΈ Ρ ΡΡΠ°Π΄ΠΈΡΠΈΠΎΠ½Π½ΡΠΌΠΈ ΠΈΠ½Π²Π΅ΡΡΠΈΡΠΈΡΠΌΠΈ Π² Π°ΠΊΡΠΈΠΈ ΠΈ ΠΎΠ±Π»ΠΈΠ³Π°ΡΠΈΠΈ. REIT ΠΌΠΎΠ³ΡΡ ΠΏΠΎΠ½ΡΠ°Π²ΠΈΡΡΡΡ ΠΈΠ½Π²Π΅ΡΡΠΎΡΠ°ΠΌ, ΠΈΡΡΡΠΈΠΌ ΡΠ΅ΠΊΡΡΠΈΠΉ Π΄ΠΎΡ
ΠΎΠ΄, ΠΏΠΎΡΠΊΠΎΠ»ΡΠΊΡ ΡΡΠΈ ΡΡΠ°ΡΡΡ Π΄ΠΎΠ»ΠΆΠ½Ρ ΡΠ°ΡΠΏΡΠ΅Π΄Π΅Π»ΡΡΡ ΠΈΠ½Π²Π΅ΡΡΠΎΡΠ°ΠΌ Π½Π΅ ΠΌΠ΅Π½Π΅Π΅ 90% ΡΠ²ΠΎΠ΅Π³ΠΎ Π΄ΠΎΡ
ΠΎΠ΄Π°. Π€ΠΎΠ½Π΄ ΠΏΡΠ΅Π΄Π»Π°Π³Π°Π΅Ρ ΠΈΠ½Π²Π΅ΡΡΠΎΡΠ°ΠΌ ΡΡΡΠ΅ΠΊΡΠΈΠ²Π½ΡΠΉ ΡΠΏΠΎΡΠΎΠ± ΠΊΠΎΡΠ²Π΅Π½Π½ΠΎΠ³ΠΎ Π²ΠΎΠ·Π΄Π΅ΠΉΡΡΠ²ΠΈΡ Π½Π° ΡΠ΅Π½Ρ Π½Π° Π½Π΅Π΄Π²ΠΈΠΆΠΈΠΌΠΎΡΡΡ (Π² ΠΎΡΠ»ΠΈΡΠΈΠ΅ ΠΎΡ ΠΏΡΡΠΌΠΎΠ³ΠΎ Π²ΠΎΠ·Π΄Π΅ΠΉΡΡΠ²ΠΈΡ, ΠΏΠΎΠ»ΡΡΠ°Π΅ΠΌΠΎΠ³ΠΎ ΠΎΡ Π²Π»Π°Π΄Π΅Π½ΠΈΡ ΠΆΠΈΠ»ΠΎΠΉ Π½Π΅Π΄Π²ΠΈΠΆΠΈΠΌΠΎΡΡΡΡ).
Π£ VNQ Π΅ΡΡΡ Π½Π΅ΡΠΊΠΎΠ»ΡΠΊΠΎ ΠΊΠΎΠ½ΠΊΡΡΠ΅Π½ΡΠΎΠ² Π½Π° ΡΡΠ½ΠΊΠ΅ Π½Π΅Π΄ΠΎΡΠΎΠ³ΠΈΡ
REIT, Π²ΠΊΠ»ΡΡΠ°Ρ JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) ΠΈ Schwab U.S. REIT ETF (SCHH). ΠΠΎ ΡΠΎΡΡΠΎΡΠ½ΠΈΡ Π½Π° ΠΈΡΠ½Ρ 2020 Π³ΠΎΠ΄Π° VNQ Π²Π·ΠΈΠΌΠ°Π΅Ρ Π·Π½Π°ΡΠΈΡΠ΅Π»ΡΠ½ΠΎ Π±ΠΎΠ»Π΅Π΅ Π½ΠΈΠ·ΠΊΡΡ ΠΏΠ»Π°ΡΡ Π·Π° ΡΠΏΡΠ°Π²Π»Π΅Π½ΠΈΠ΅, ΡΠ΅ΠΌ iShares U.S. Real Estate ETF (IYR), Π΄Π°Π²Π½ΠΎ ΡΠ²Π»ΡΡΡΠΈΠΉΡΡ Π³ΠΈΠ³Π°Π½ΡΠΎΠΌ Π² ΡΠ²ΠΎΠ΅ΠΌ ΡΠ΅Π³ΠΌΠ΅Π½ΡΠ΅.
ΠΠΎ 1 ΡΠ΅Π²ΡΠ°Π»Ρ 2018 Π³ΠΎΠ΄Π° VNQ ΠΎΡΡΠ»Π΅ΠΆΠΈΠ²Π°Π» ΠΈΠ½Π΄Π΅ΠΊΡ MSCI US REIT. Vanguard ΠΈΠ·ΠΌΠ΅Π½ΠΈΠ» Π±Π°Π·ΠΎΠ²ΡΠΉ ΠΈΠ½Π΄Π΅ΠΊΡ VNQ, ΡΡΠΎΠ±Ρ ΠΏΠΎΠ·Π²ΠΎΠ»ΠΈΡΡ ΡΠΎΠ½Π΄Ρ ΠΏΠΎΠΏΠΎΠ»Π½ΡΡΡ ΡΠ²ΠΎΠΈ Ρ
ΠΎΠ»Π΄ΠΈΠ½Π³ΠΈ REIT ΠΎΠΏΡΠ΅Π΄Π΅Π»Π΅Π½Π½ΡΠΌΠΈ ΡΠΏΠ΅ΡΠΈΠ°Π»ΠΈΠ·ΠΈΡΠΎΠ²Π°Π½Π½ΡΠΌΠΈ REIT, Π° ΡΠ°ΠΊΠΆΠ΅ ΠΊΠΎΠΌΠΏΠ°Π½ΠΈΡΠΌΠΈ ΠΏΠΎ ΡΠΏΡΠ°Π²Π»Π΅Π½ΠΈΡ Π½Π΅Π΄Π²ΠΈΠΆΠΈΠΌΠΎΡΡΡΡ ΠΈ Π΄Π΅Π²Π΅Π»ΠΎΠΏΠ΅ΡΡΠΊΠΈΠΌ ΠΊΠΎΠΌΠΏΠ°Π½ΠΈΡΠΌ. ΠΠ½Π²Π΅ΡΡΠΎΡΡ, ΠΊΠΎΡΠΎΡΡΠ΅ ΠΏΡΠ΅Π΄ΠΏΠΎΡΠ»ΠΈ ΡΠ°Π½Π½ΡΡ Π²Π΅ΡΡΠΈΡ VNQ, ΠΌΠΎΠ³ΡΡ ΠΎΠ±ΡΠ°ΡΠΈΡΡ Π²Π½ΠΈΠΌΠ°Π½ΠΈΠ΅ Π½Π° BBRE, ΠΊΠΎΡΠΎΡΡΠΉ ΠΏΠΎ ΡΠΎΡΡΠΎΡΠ½ΠΈΡ Π½Π° ΠΈΡΠ½Ρ 2020 Π³ΠΎΠ΄Π° ΠΎΡΡΠ»Π΅ΠΆΠΈΠ²Π°Π» ΠΏΡΠ΅Π΄ΡΠ΄ΡΡΠΈΠΉ ΠΈΠ½Π΄Π΅ΠΊΡ VNQ.
Based on sources: porti.ru

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