VNQ vs IVW
Comparison between VANGUARD REAL ESTATE INDEX FUND ETF SHARES (VNQ, ETF) and ISHARES S&P 500 GROWTH ETF (IVW, ETF).
5-Year PerformanceIVW has outperformed VNQ, delivering a return of +15.2% compared to +3.5%
VNQ vs IVW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VNQ
$65B
IVW
$61B
Expense Ratio
Winner
VNQ
0.13%
IVW
0.18%
Max Drawdown
VNQ
75.76%
Winner
IVW
61.38%
Sharpe Ratio
VNQ
0.71
Winner
IVW
1.99
5Y Beta
Winner
VNQ
0.54
IVW
1.21
P/E Ratio
VNQ
34.50
Winner
IVW
32.10
Forward P/E
VNQ
33.00
Winner
IVW
25.89
PEG Ratio
VNQ
N/A
IVW
0.62
5Y Dividends CAGR
Winner
VNQ
10.46%
IVW
2.69%
5Y EPS CAGR
VNQ
9.59%
Winner
IVW
34.63%
Debt to Equity
Winner
VNQ
9.51%
IVW
29.35%
P/S Ratio
Winner
VNQ
5.35
IVW
6.44
P/B Ratio
Winner
VNQ
2.67
IVW
8.96
VNQ vs IVW - Holdings Comparison
VNQ and IVW have 14 common holdings. Overlap is 0.93%
VNQ's top 25 holdings weight is 73.36%. IVW's top 25 holdings weight is 73.33%.
| Rank | VNQ | IVW |
|---|---|---|
| #1 | VANGUARD REAL ESTATE II INDEX (VRTPX) - 14.50% | NVIDIA CORP (NVDA) - 14.12% |
| #2 | WELLTOWER INC (WELL) - 7.69% | APPLE INC (AAPL) - 5.92% |
| #3 | PROLOGIS INC (PLD) - 7.03% | MICROSOFT CORP (MSFT) - 5.92% |
| #4 | EQUINIX INC (EQIX) - 5.51% | BROADCOM INC (AVGO) - 5.88% |
| #5 | AMERICAN TOWER CORP (AMT) - 4.63% | ALPHABET INC CLASS A (GOOGL) - 5.69% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 3.55% | ALPHABET INC CLASS C (GOOG) - 4.58% |
| #7 | SIMON PROPERTY GROUP INC (SPG) - 3.49% | META PLATFORMS INC CLASS A (META) - 4.51% |
| #8 | REALTY INCOME CORP (O) - 3.20% | AMAZON.COM INC (AMZN) - 3.98% |
| #9 | PUBLIC STORAGE (PSA) - 2.45% | TESLA INC (TSLA) - 3.85% |
| #10 | CBRE GROUP INC CLASS A (CBRE) - 2.31% | ELI LILLY AND CO (LLY) - 2.47% |
| #11 | VENTAS INC (VTR) - 2.20% | VISA INC CLASS A (V) - 1.73% |
| #12 | CROWN CASTLE INC (CCI) - 2.03% | JPMORGAN CHASE & CO (JPM) - 1.54% |
| #13 | IRON MOUNTAIN INC (IRM) - 1.73% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 1.59% | MASTERCARD INC CLASS A (MA) - 1.39% |
| #15 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.55% | n/a (PLTR) - 1.29% |
| #16 | AVALONBAY COMMUNITIES INC (AVB) - 1.32% | NETFLIX INC (NFLX) - 1.28% |
| #17 | EQUITY RESIDENTIAL (EQR) - 1.22% | COSTCO WHOLESALE CORP (COST) - 1.23% |
| #18 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.05% | ORACLE CORP (ORCL) - 1.14% |
| #19 | WEYERHAEUSER CO (WY) - 1.01% | WALMART INC (WMT) - 1.04% |
| #20 | COSTAR GROUP INC (CSGP) - 0.97% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% |
| #21 | ESSEX PROPERTY TRUST INC (ESS) - 0.89% | CATERPILLAR INC (CAT) - 0.87% |
| #22 | SUN COMMUNITIES INC (SUI) - 0.89% | SALESFORCE INC (CRM) - 0.77% |
| #23 | KIMCO REALTY CORP (KIM) - 0.87% | INTUITIVE SURGICAL INC (ISRG) - 0.63% |
| #24 | W.P. CAREY INC (WPC) - 0.85% | AMERICAN EXPRESS CO (AXP) - 0.61% |
| #25 | INVITATION HOMES INC (INVH) - 0.83% | UBER TECHNOLOGIES INC (UBER) - 0.60% |
| Total Holdings | 159 | 220 |
VNQ vs IVW - Historical Returns
Returns include dividend reinvestment.
1M
VNQ
+4.88%
Winner
IVW
+13.97%
3M
VNQ
+5.42%
Winner
IVW
+10.89%
6M
VNQ
+9.22%
Winner
IVW
+11.93%
1Y
VNQ
+13.44%
Winner
IVW
+40.31%
5Y(CAGR)
VNQ
+3.49%
Winner
IVW
+15.16%
10Y(CAGR)
VNQ
+5.19%
Winner
IVW
+17.96%
Max(CAGR)
VNQ
+7.63%
Winner
IVW
+8.93%
VNQ vs IVW - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VNQ | IVW |
|---|---|---|
| 2026 | +10.32% | +10.18% |
| 2025 | +4.19% | +21.97% |
| 2024 | +3.91% | +38.04% |
| 2023 | +11.68% | +31.48% |
| 2022 | -25.66% | -30.04% |
| 2021 | +45.24% | +33.79% |
| 2020 | -3.55% | +31.40% |
| 2019 | +31.73% | +31.01% |
| 2018 | -5.67% | -1.09% |
| 2017 | +4.57% | +26.35% |
| 2016 | +9.93% | +8.74% |
| 2015 | +0.90% | +5.47% |
| 2014 | +30.34% | +15.61% |
| 2013 | +1.05% | +29.06% |
| 2012 | +16.64% | +13.09% |
| 2011 | +6.63% | +3.57% |
| 2010 | +28.91% | +13.24% |
| 2009 | +34.35% | +27.20% |
| 2008 | -36.80% | -34.13% |
| 2007 | -16.63% | +9.09% |
| 2006 | +32.63% | +8.90% |
| 2005 | +13.26% | +4.62% |
| 2004 | +15.98% | +5.96% |
| 2003 | N/A | +21.29% |
| 2002 | N/A | -24.26% |
| 2001 | N/A | -8.59% |
| 2000 | N/A | -15.42% |
VNQ vs IVW Drawdown Comparison
The maximum drawdown for VNQ was -73.07%, occurring on Mar 6, 2009. Recovery took 1412 trading sessions.
The maximum drawdown for IVW was -57.33%, occurring on Mar 9, 2009. Recovery took 3160 trading sessions.
The current VNQ drawdown is -1.52%.
| Rank | VNQ | IVW |
|---|---|---|
| #1 | -73.07% Feb 7, 2007 - Sep 13, 2012 | -57.33% Jul 17, 2000 - Feb 8, 2013 |
| #2 | -42.42% Feb 21, 2020 - Apr 15, 2021 | -32.72% Dec 27, 2021 - Mar 1, 2024 |
| #3 | -34.50% Dec 31, 2021 - Oct 25, 2023 | -31.35% Feb 19, 2020 - Jun 10, 2020 |
| #4 | -17.97% May 21, 2013 - Jun 5, 2014 | -22.15% Feb 19, 2025 - Jun 24, 2025 |
| #5 | -17.24% Jan 27, 2015 - May 4, 2016 | -20.64% Oct 1, 2018 - Apr 23, 2019 |
| #6 | -16.23% Aug 1, 2016 - Jan 31, 2019 | -13.75% Oct 29, 2025 - Apr 15, 2026 |
| #7 | -11.10% Aug 2, 2005 - Jan 4, 2006 | -13.30% Nov 3, 2015 - Jul 8, 2016 |
| #8 | -9.62% Mar 17, 2006 - Jul 19, 2006 | -12.73% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -9.02% Sep 14, 2012 - Jan 15, 2013 | -11.46% Jul 20, 2015 - Oct 29, 2015 |
| #10 | -8.92% Dec 22, 2004 - May 18, 2005 | -11.09% Sep 2, 2020 - Dec 4, 2020 |
| #11 | -7.67% Sep 3, 2021 - Oct 28, 2021 | -9.87% Jan 26, 2018 - Jun 4, 2018 |
| #12 | -7.58% Sep 5, 2014 - Oct 27, 2014 | -8.65% Feb 12, 2021 - Apr 5, 2021 |
| #13 | -5.94% May 9, 2016 - Jun 28, 2016 | -7.35% Sep 18, 2014 - Oct 30, 2014 |
| #14 | -5.50% Nov 24, 2021 - Dec 7, 2021 | -7.23% Sep 7, 2021 - Oct 26, 2021 |
| #15 | -5.36% Oct 21, 2019 - Jan 16, 2020 | -6.85% Mar 22, 2024 - May 14, 2024 |
Correlation
Correlation between VNQ and IVW is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2000 - 2026)
VNQ vs IVW dividend yield comparison.
| Year | VNQ | IVW |
|---|---|---|
| 2026 | 0.98% | 0.07% |
| 2025 | 3.92% | 0.40% |
| 2024 | 3.85% | 0.43% |
| 2023 | 3.95% | 1.03% |
| 2022 | 3.91% | 0.92% |
| 2021 | 2.56% | 0.46% |
| 2020 | 3.93% | 0.82% |
| 2019 | 3.39% | 1.63% |
| 2018 | 4.74% | 1.28% |
| 2017 | 4.23% | 1.30% |
| 2016 | 4.82% | 1.51% |
| 2015 | 3.92% | 1.51% |
| 2014 | 3.60% | 1.37% |
| 2013 | 4.32% | 1.45% |
| 2012 | 3.56% | 1.82% |
| 2011 | 3.53% | 1.62% |
| 2010 | 3.42% | 1.38% |
| 2009 | 4.39% | 1.38% |
| 2008 | 8.23% | 1.67% |
| 2007 | 5.06% | 1.16% |
| 2006 | 4.23% | 1.18% |
| 2005 | 5.98% | 1.27% |
| 2004 | 2.25% | 1.69% |
| 2003 | 0.00% | 1.09% |
| 2002 | 0.00% | 1.07% |
| 2001 | 0.00% | 0.68% |
| 2000 | 0.00% | 0.39% |
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