VNQI vs HELO
Comparison between VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARES (VNQI, ETF) and JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF).
VNQI vs HELO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VNQI
$3.90B
Winner
HELO
$4B
Expense Ratio
Winner
VNQI
0.12%
HELO
0.50%
Max Drawdown
VNQI
43.72%
Winner
HELO
11.02%
Sharpe Ratio
VNQI
0.82
Winner
HELO
1.44
5Y Beta
VNQI
0.48
Winner
HELO
0.47
P/E Ratio
VNQI
N/A
HELO
28.33
Forward P/E
VNQI
N/A
HELO
21.00
PEG Ratio
VNQI
N/A
HELO
0.57
5Y EPS CAGR
VNQI
N/A
HELO
25.71%
Debt to Equity
VNQI
N/A
HELO
-3.93%
P/S Ratio
VNQI
N/A
HELO
4.08
P/B Ratio
VNQI
N/A
HELO
5.57
VNQI vs HELO - Historical Returns
Returns include dividend reinvestment.
1M
VNQI
+1.22%
Winner
HELO
+2.64%
3M
VNQI
-6.14%
Winner
HELO
+1.55%
6M
Winner
VNQI
+3.20%
HELO
+3.07%
1Y
Winner
VNQI
+14.78%
HELO
+11.77%
5Y(CAGR)
VNQI
+0.53%
HELO
N/A
10Y(CAGR)
VNQI
+3.04%
HELO
N/A
Max(CAGR)
VNQI
+3.69%
Winner
HELO
+13.09%
VNQI vs HELO - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | VNQI | HELO |
|---|---|---|
| 2026 | +2.91% | +1.98% |
| 2025 | +22.21% | +8.10% |
| 2024 | -0.65% | +18.31% |
| 2023 | +5.60% | +6.30% |
| 2022 | -23.09% | N/A |
| 2021 | +7.00% | N/A |
| 2020 | -7.77% | N/A |
| 2019 | +22.46% | N/A |
| 2018 | -10.62% | N/A |
| 2017 | +26.19% | N/A |
| 2016 | +3.10% | N/A |
| 2015 | -2.29% | N/A |
| 2014 | +3.80% | N/A |
| 2013 | +0.80% | N/A |
| 2012 | +39.74% | N/A |
| 2011 | -17.41% | N/A |
| 2010 | +1.64% | N/A |
VNQI vs HELO Drawdown Comparison
The maximum drawdown for VNQI was -38.35%, occurring on Mar 23, 2020. Recovery took 344 trading sessions.
The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The current VNQI drawdown is -6.70%. The current HELO drawdown is -0.12%.
| Rank | VNQI | HELO |
|---|---|---|
| #1 | -38.35% Jan 17, 2020 - Jun 1, 2021 | -10.89% Feb 19, 2025 - Aug 12, 2025 |
| #2 | -35.77% Jun 10, 2021 - Feb 9, 2026 | -5.76% Feb 9, 2026 - Apr 22, 2026 |
| #3 | -24.53% May 2, 2011 - Sep 12, 2012 | -4.16% Jul 16, 2024 - Aug 16, 2024 |
| #4 | -21.53% May 15, 2015 - May 15, 2017 | -3.60% Oct 17, 2023 - Nov 3, 2023 |
| #5 | -18.53% May 3, 2013 - Apr 6, 2015 | -2.93% Mar 28, 2024 - May 6, 2024 |
| #6 | -18.18% Jan 26, 2018 - Nov 4, 2019 | -2.71% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -14.78% Feb 26, 2026 - Mar 27, 2026 | -2.56% Dec 26, 2024 - Jan 23, 2025 |
| #8 | -10.16% Nov 4, 2010 - Apr 21, 2011 | -2.38% Nov 12, 2025 - Nov 25, 2025 |
| #9 | -3.56% May 4, 2015 - May 15, 2015 | -2.21% Dec 5, 2024 - Dec 26, 2024 |
| #10 | -3.54% Nov 4, 2019 - Dec 20, 2019 | -2.09% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -3.40% Nov 6, 2012 - Nov 28, 2012 | -1.81% Dec 11, 2025 - Dec 22, 2025 |
| #12 | -3.18% Jun 7, 2017 - Jul 19, 2017 | -1.50% Oct 29, 2024 - Nov 6, 2024 |
| #13 | -3.14% Feb 1, 2013 - Mar 1, 2013 | -1.45% Jan 23, 2025 - Feb 19, 2025 |
| #14 | -2.48% Sep 18, 2017 - Oct 13, 2017 | -1.34% Oct 6, 2025 - Oct 20, 2025 |
| #15 | -2.22% Apr 12, 2013 - Apr 19, 2013 | -1.32% Jan 28, 2026 - Feb 9, 2026 |
Correlation
Correlation between VNQI and HELO is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2010 - 2026)
VNQI vs HELO dividend yield comparison.
| Year | VNQI | HELO |
|---|---|---|
| 2026 | 0.00% | 0.10% |
| 2025 | 4.70% | 0.67% |
| 2024 | 5.16% | 0.60% |
| 2023 | 3.74% | 0.19% |
| 2022 | 0.57% | 0.00% |
| 2021 | 6.48% | 0.00% |
| 2020 | 0.93% | 0.00% |
| 2019 | 7.58% | 0.00% |
| 2018 | 4.62% | 0.00% |
| 2017 | 3.86% | 0.00% |
| 2016 | 5.18% | 0.00% |
| 2015 | 2.86% | 0.00% |
| 2014 | 4.11% | 0.00% |
| 2013 | 3.27% | 0.00% |
| 2012 | 5.58% | 0.00% |
| 2011 | 3.28% | 0.00% |
| 2010 | 0.88% | 0.00% |
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