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VNQI vs USRT

Comparison between VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARES (VNQI, ETF) and ISHARES CORE U.S. REIT ETF (USRT, ETF).

5-Year PerformanceUSRT has outperformed VNQI, delivering a return of +5.1% compared to -1.5%

VNQI vs USRT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VNQI
$3.80B
USRT
$3.80B
Expense Ratio
VNQI
0.12%
Winner
USRT
0.08%
Max Drawdown
Winner
VNQI
43.72%
USRT
72.93%
Sharpe Ratio
VNQI
0.24
Winner
USRT
1.12
5Y Beta
Winner
VNQI
0.48
USRT
0.53
P/E Ratio
VNQI
N/A
USRT
35.73
Forward P/E
VNQI
N/A
USRT
35.24
5Y Dividends CAGR
VNQI
N/A
USRT
5.36%
5Y EPS CAGR
VNQI
N/A
USRT
8.73%
Debt to Equity
VNQI
N/A
USRT
41.28%
P/S Ratio
VNQI
N/A
USRT
7.15
P/B Ratio
VNQI
N/A
USRT
2.40

VNQI vs USRT - Historical Returns

Returns include dividend reinvestment.

1M
VNQI
-3.53%
Winner
USRT
+2.56%
3M
VNQI
-0.35%
Winner
USRT
+9.73%
6M
VNQI
+0.84%
Winner
USRT
+17.96%
1Y
VNQI
+5.86%
Winner
USRT
+19.34%
5Y(CAGR)
VNQI
-1.52%
Winner
USRT
+5.07%
10Y(CAGR)
VNQI
+2.65%
Winner
USRT
+6.62%
Max(CAGR)
VNQI
+3.44%
Winner
USRT
+5.51%

VNQI vs USRT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearVNQIUSRT
2026-0.72%+17.56%
2025+22.21%+3.39%
2024-0.65%+7.56%
2023+5.60%+14.00%
2022-23.09%-24.01%
2021+7.00%+48.36%
2020-7.77%-6.52%
2019+22.46%+28.98%
2018-10.62%-4.39%
2017+26.19%+4.73%
2016+3.10%+9.79%
2015-2.29%+3.17%
2014+3.80%+29.43%
2013+0.80%-2.53%
2012+39.74%+16.51%
2011-17.41%+7.48%
2010+1.64%+27.25%
2009N/A+30.21%
2008N/A-37.20%
2007N/A-18.58%

VNQI vs USRT Drawdown Comparison

The maximum drawdown for VNQI was -38.35%, occurring on Mar 23, 2020. Recovery took 344 trading sessions.

The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.

The current VNQI drawdown is -9.99%.

RankVNQIUSRT
#1-38.35%
Jan 17, 2020 - Jun 1, 2021
-69.91%
May 11, 2007 - May 1, 2012
#2-35.77%
Jun 10, 2021 - Feb 9, 2026
-44.38%
Feb 21, 2020 - Apr 21, 2021
#3-24.53%
May 2, 2011 - Sep 12, 2012
-31.00%
Dec 31, 2021 - Sep 16, 2024
#4-21.53%
May 15, 2015 - May 15, 2017
-18.70%
Nov 27, 2024 - Feb 6, 2026
#5-18.53%
May 3, 2013 - Apr 6, 2015
-18.52%
May 21, 2013 - Jul 18, 2014
#6-18.18%
Jan 26, 2018 - Nov 4, 2019
-15.79%
Jan 26, 2015 - Mar 29, 2016
#7-14.78%
Feb 26, 2026 - Mar 27, 2026
-14.95%
Aug 1, 2016 - Jul 6, 2018
#8-10.16%
Nov 4, 2010 - Apr 21, 2011
-13.10%
Dec 6, 2018 - Jan 30, 2019
#9-3.56%
May 4, 2015 - May 15, 2015
-9.02%
Sep 14, 2012 - Jan 15, 2013
#10-3.54%
Nov 4, 2019 - Dec 20, 2019
-8.19%
Aug 28, 2018 - Dec 6, 2018
#11-3.40%
Nov 6, 2012 - Nov 28, 2012
-8.04%
Mar 2, 2026 - Apr 16, 2026
#12-3.18%
Jun 7, 2017 - Jul 19, 2017
-7.40%
May 1, 2012 - Jun 29, 2012
#13-3.14%
Feb 1, 2013 - Mar 1, 2013
-7.23%
Sep 2, 2021 - Oct 26, 2021
#14-2.48%
Sep 18, 2017 - Oct 13, 2017
-6.81%
Sep 5, 2014 - Oct 23, 2014
#15-2.22%
Apr 12, 2013 - Apr 19, 2013
-6.13%
Oct 23, 2019 - Jan 21, 2020

Correlation

Correlation between VNQI and USRT is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Dividend Comparison (2007 - 2026)

VNQI vs USRT dividend yield comparison.

YearVNQIUSRT
20260.00%0.32%
20254.70%3.07%
20245.16%2.85%
20233.74%3.18%
20220.57%3.46%
20216.48%2.27%
20200.93%3.12%
20197.58%3.34%
20184.62%5.66%
20173.86%3.43%
20165.18%3.98%
20152.86%3.59%
20144.11%3.46%
20133.27%3.84%
20125.58%3.48%
20113.28%3.95%
20100.88%3.56%
20090.00%3.52%
20080.00%9.54%
20070.00%3.51%

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