VNQ vs VOE

VNQ vs VOE
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Quick Verdict

VOE has a lower expense ratio. VOE delivered stronger 1-year returns. VOE offers more diversification with 176 holdings.

Lower Fees: VOEHigher Returns: VOEMore Diversified: VOE

Side-by-Side Comparison

MetricVNQVOEWinner
Expense Ratio0.13%0.05%
AUM$39.3B$23.9B
Dividend Yield3.49%1.81%
Holdings144176
YTD Return+13.84%+19.07%
1Y Return+15.14%+26.16%
3Y Return (annualized)+10.79%+17.77%
5Y Return (annualized)+2.35%+10.28%
Volatility (annualized)21.4%17.6%
Max Drawdown-75.8%-63.4%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
InceptionSep 23, 2004Aug 17, 2006

VNQ vs VOE Performance

Vanguard Real Estate ETF (VNQ) is a ETF from Vanguard (US) and Vanguard Morningstar Mid-Cap Value ETF (VOE) is a ETF from Vanguard (US). Over the past year VNQ returned +15.14% while VOE returned +26.16%. Year to date, VNQ is up 13.84% versus a gain of 19.07% for VOE.

Over three years, VNQ compounded at +10.79% per year against +17.77% for VOE; over five years the annualized figures are +2.35% and +10.28% respectively. Across the full 20-year window we track, VOE has the edge at +8.04% annualized vs +4.15%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VNQ has been the more volatile fund, with annualized monthly volatility of 21.4% compared with 17.6% for VOE. 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 -75.8% for VNQ and -63.4% for VOE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VNQ charges 0.13% per year while VOE charges 0.05%. On a $10,000 position that is $13 vs $5 annually, a gap of $8 per year that compounds over a long holding period. On income, VNQ currently yields 3.49% against 1.81% for VOE.

Holdings Overlap

5.8%overlap

VNQ and VOE share 8 holdings out of 305 unique holdings combined, representing a 5.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VNQWeight in VOEDifference
SPG3.86%1.19%2.67%
DLR3.28%1.09%2.19%
PSA2.67%0.87%1.80%
CBREProProPro
CCIProProPro
VICIProProPro
AVBProProPro
EQRProProPro
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Frequently Asked Questions

Which is cheaper, VNQ or VOE?

VNQ has an expense ratio of 0.13% while VOE charges 0.05%. VOE is the cheaper option. On a $10,000 investment, that is $8 per year of difference.

Which performed better, VNQ or VOE?

Over the past year VNQ returned +15.14% vs +26.16% for VOE, so VOE leads on 1-year performance. Over the longest common window we track (20 years), VNQ annualized +4.15% vs +8.04% for VOE. Past performance does not guarantee future results.

Which is riskier, VNQ or VOE?

VNQ has been the more volatile fund at 21.4% annualized versus 17.6% for VOE. Worst drawdown: VNQ -75.8% vs VOE -63.4%.

Should I hold both VNQ and VOE?

VNQ and VOE have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VNQ and VOE?

VNQ and VOE share 8 common holdings with a 5.8% weight overlap. Combined, they hold 305 unique securities.

Which pays a higher dividend, VNQ or VOE?

VNQ yields 3.49% while VOE yields 1.81%, so VNQ currently pays the higher dividend yield.

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