Vanguard Real Estate ETF

Profitability for 1 year: 6.86%
Commission: 0.12%
Category: Real Estate

98.5 $

0 $ 0%
87 $
100.95 $

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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
Welltower
WELL
Real Estate 7.84 3.61 14.25 162.28 62.37 1.4
#2
Prologis
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 Real Estate 4.15 7.54 11.52 79.05 23.7 2.14
#5 Real Estate 3.42 14.11 11.55 15.93 11.36 4.33
#6 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
CBRE
Real Estate 2.71 4.56 1 34.98 22.16 0
#9 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

Structure ETF

Stock 72.84 %

Similar ETF

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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) ΠΏΡ€Π΅Π΄Π»Π°Π³Π°Π΅Ρ‚ ΡˆΠΈΡ€ΠΎΠΊΠΈΠΉ доступ ΠΊ Ρ„ΠΎΠ½Π΄Π°ΠΌ REIT БША, наряду с нСбольшими влоТСниями Π² спСциализированныС REIT ΠΈ Ρ„ΠΈΡ€ΠΌΡ‹, Π·Π°Π½ΠΈΠΌΠ°ΡŽΡ‰ΠΈΠ΅ΡΡ Π½Π΅Π΄Π²ΠΈΠΆΠΈΠΌΠΎΡΡ‚ΡŒΡŽ. ΠΠ΅Π΄Π²ΠΈΠΆΠΈΠΌΠΎΡΡ‚ΡŒ историчСски ΠΏΡ€ΠΈΠ²Π΅Ρ‚ΡΡ‚Π²ΠΎΠ²Π°Π»Π°ΡΡŒ ΠΈΠ·-Π·Π° Π΅Π΅ способности ΠΏΡ€ΠΈΠ½ΠΎΡΠΈΡ‚ΡŒ ΠΈΠ·Π±Ρ‹Ρ‚ΠΎΡ‡Π½ΡƒΡŽ ΠΏΡ€ΠΈΠ±Ρ‹Π»ΡŒ Π²ΠΎ врСмя Π±Ρ‹Ρ‡ΡŒΠΈΡ… Ρ€Ρ‹Π½ΠΊΠΎΠ² ΠΈ ΠΈΠ·-Π·Π° Π΅Π΅ Π½ΠΈΠ·ΠΊΠΎΠΉ коррСляции с Ρ‚Ρ€Π°Π΄ΠΈΡ†ΠΈΠΎΠ½Π½Ρ‹ΠΌΠΈ инвСстициями Π² Π°ΠΊΡ†ΠΈΠΈ ΠΈ ΠΎΠ±Π»ΠΈΠ³Π°Ρ†ΠΈΠΈ. REIT ΠΌΠΎΠ³ΡƒΡ‚ ΠΏΠΎΠ½Ρ€Π°Π²ΠΈΡ‚ΡŒΡΡ инвСсторам, ΠΈΡ‰ΡƒΡ‰ΠΈΠΌ Ρ‚Π΅ΠΊΡƒΡ‰ΠΈΠΉ Π΄ΠΎΡ…ΠΎΠ΄, ΠΏΠΎΡΠΊΠΎΠ»ΡŒΠΊΡƒ эти трасты Π΄ΠΎΠ»ΠΆΠ½Ρ‹ Ρ€Π°ΡΠΏΡ€Π΅Π΄Π΅Π»ΡΡ‚ΡŒ инвСсторам Π½Π΅ ΠΌΠ΅Π½Π΅Π΅ 90% своСго Π΄ΠΎΡ…ΠΎΠ΄Π°. Π€ΠΎΠ½Π΄ ΠΏΡ€Π΅Π΄Π»Π°Π³Π°Π΅Ρ‚ инвСсторам эффСктивный способ косвСнного воздСйствия Π½Π° Ρ†Π΅Π½Ρ‹ Π½Π° Π½Π΅Π΄Π²ΠΈΠΆΠΈΠΌΠΎΡΡ‚ΡŒ (Π² ΠΎΡ‚Π»ΠΈΡ‡ΠΈΠ΅ ΠΎΡ‚ прямого воздСйствия, ΠΏΠΎΠ»ΡƒΡ‡Π°Π΅ΠΌΠΎΠ³ΠΎ ΠΎΡ‚ владСния ΠΆΠΈΠ»ΠΎΠΉ Π½Π΅Π΄Π²ΠΈΠΆΠΈΠΌΠΎΡΡ‚ΡŒΡŽ).

Π£ VNQ Π΅ΡΡ‚ΡŒ нСсколько ΠΊΠΎΠ½ΠΊΡƒΡ€Π΅Π½Ρ‚ΠΎΠ² Π½Π° Ρ€Ρ‹Π½ΠΊΠ΅ Π½Π΅Π΄ΠΎΡ€ΠΎΠ³ΠΈΡ… REIT, Π²ΠΊΠ»ΡŽΡ‡Π°Ρ JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) ΠΈ Schwab U.S. REIT ETF (SCHH). По ΡΠΎΡΡ‚ΠΎΡΠ½ΠΈΡŽ Π½Π° июнь 2020 Π³ΠΎΠ΄Π° VNQ Π²Π·ΠΈΠΌΠ°Π΅Ρ‚ Π·Π½Π°Ρ‡ΠΈΡ‚Π΅Π»ΡŒΠ½ΠΎ Π±ΠΎΠ»Π΅Π΅ Π½ΠΈΠ·ΠΊΡƒΡŽ ΠΏΠ»Π°Ρ‚Ρƒ Π·Π° ΡƒΠΏΡ€Π°Π²Π»Π΅Π½ΠΈΠ΅, Ρ‡Π΅ΠΌ iShares U.S. Real Estate ETF (IYR), Π΄Π°Π²Π½ΠΎ ΡΠ²Π»ΡΡŽΡ‰ΠΈΠΉΡΡ Π³ΠΈΠ³Π°Π½Ρ‚ΠΎΠΌ Π² своСм сСгмСнтС.

Π”ΠΎ 1 фСвраля 2018 Π³ΠΎΠ΄Π° VNQ отслСТивал индСкс MSCI US REIT. Vanguard ΠΈΠ·ΠΌΠ΅Π½ΠΈΠ» Π±Π°Π·ΠΎΠ²Ρ‹ΠΉ индСкс VNQ, Ρ‡Ρ‚ΠΎΠ±Ρ‹ ΠΏΠΎΠ·Π²ΠΎΠ»ΠΈΡ‚ΡŒ Ρ„ΠΎΠ½Π΄Ρƒ ΠΏΠΎΠΏΠΎΠ»Π½ΡΡ‚ΡŒ свои Ρ…ΠΎΠ»Π΄ΠΈΠ½Π³ΠΈ REIT ΠΎΠΏΡ€Π΅Π΄Π΅Π»Π΅Π½Π½Ρ‹ΠΌΠΈ спСциализированными REIT, Π° Ρ‚Π°ΠΊΠΆΠ΅ компаниями ΠΏΠΎ ΡƒΠΏΡ€Π°Π²Π»Π΅Π½ΠΈΡŽ Π½Π΅Π΄Π²ΠΈΠΆΠΈΠΌΠΎΡΡ‚ΡŒΡŽ ΠΈ дСвСлопСрским компаниям. Π˜Π½Π²Π΅ΡΡ‚ΠΎΡ€Ρ‹, ΠΊΠΎΡ‚ΠΎΡ€Ρ‹Π΅ ΠΏΡ€Π΅Π΄ΠΏΠΎΡ‡Π»ΠΈ Ρ€Π°Π½Π½ΡŽΡŽ Π²Π΅Ρ€ΡΠΈΡŽ VNQ, ΠΌΠΎΠ³ΡƒΡ‚ ΠΎΠ±Ρ€Π°Ρ‚ΠΈΡ‚ΡŒ Π²Π½ΠΈΠΌΠ°Π½ΠΈΠ΅ Π½Π° BBRE, ΠΊΠΎΡ‚ΠΎΡ€Ρ‹ΠΉ ΠΏΠΎ ΡΠΎΡΡ‚ΠΎΡΠ½ΠΈΡŽ Π½Π° июнь 2020 Π³ΠΎΠ΄Π° отслСТивал ΠΏΡ€Π΅Π΄Ρ‹Π΄ΡƒΡ‰ΠΈΠΉ индСкс VNQ.