VGIT vs VNQ

VGIT vs VNQ

Which is better, VGIT or VNQ?

VNQ has been ahead.

VGIT has a lower expense ratio. VNQ led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VGITHigher Returns: VNQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricVGITVNQ
Expense Ratio0.03%Best0.13%
AUM$50.8B$39.3B
Dividend Yield3.90%3.49%
Holdings106144
YTD Return-1.68%+8.05%Best
1Y Return-0.98%+5.86%Best
3Y Return (annualized)+3.67%+9.23%Best
5Y Return (annualized)-0.30%+1.33%Best
Volatility (annualized)4.3%Best17.2%
Max Drawdown-17.2%Best-42.8%
$10,000 over 5 years$9,851$10,683Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
Style-Mid Cap Blend
InceptionNov 19, 2009Sep 23, 2004

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 23, 2009 to Sep 17, 2026 (16.8 years).

VGIT vs VNQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare VGIT against instead:VGIT vs SPYVGIT vs QQQVGIT vs VOOVGIT vs VTIVNQ against:VNQ vs VXUS

VGIT vs VNQ Performance

Vanguard Intermediate Term Treasury ETF (VGIT) is an ETF from Vanguard (US) and Vanguard Real Estate ETF (VNQ) is an ETF from Vanguard (US). Over the past year VGIT returned -0.98% while VNQ returned +5.86%. Year to date, VGIT is down 1.68% versus a gain of 8.05% for VNQ.

Over three years, VGIT compounded at +3.67% per year against +9.23% for VNQ; over five years the annualized figures are -0.30% and +1.33% respectively. Across the full 17-year window we track, VNQ has the edge at +6.13% annualized vs +0.68%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VNQ has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 4.3% for VGIT. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -17.2% for VGIT and -42.8% for VNQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.24. They move largely independently of each other.

Fees and Cost Over Time

VGIT charges 0.03% per year while VNQ charges 0.13%. On a $10,000 position that is $3 vs $13 annually, a gap of $10 per year that compounds over a long holding period. On income, VGIT currently yields 3.90% against 3.49% for VNQ.

You are not choosing between two funds in isolation.

Whichever of VGIT and VNQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VGITVNQ

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Frequently Asked Questions

Which is cheaper, VGIT or VNQ?

VGIT has an expense ratio of 0.03% while VNQ charges 0.13%. VGIT is the cheaper option, by $10 a year on a $10,000 investment.

Which performed better, VGIT or VNQ?

Over the past year VGIT returned -0.98% vs +5.86% for VNQ, so VNQ leads on 1-year performance. Over the longest common window we track (17 years), VGIT annualized +0.68% vs +6.13% for VNQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VGIT or VNQ?

VNQ has been the more volatile fund at 17.2% annualized versus 4.3% for VGIT. Worst drawdown: VGIT -17.2% vs VNQ -42.8%.

Should I hold both VGIT and VNQ?

VGIT and VNQ have a monthly-return correlation of 0.24, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, VGIT or VNQ?

VGIT yields 3.90% while VNQ yields 3.49%, so VGIT currently pays the higher dividend yield.

Is VNQ better than VGIT?

VGIT has a lower expense ratio. VNQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.