VTV vs VNQ

Both VTV and VNQ are ETFs. VTV has a higher 5-year return than VNQ (9.93% vs 5.51%). VTV has a lower expense ratio than VNQ (0.04% vs 0.12%). Below is the comparison between VTV and VNQ.

VNQ VTV
Segment Equity: U.S. Real Estate Equity: U.S. - Large Cap Value
Issuer Vanguard Vanguard
Net Assets $24.73B $44.94B
Expense Ratio 0.12% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 4.17% 3.07%
Underlying Index MSCI US REIT Index CRSP US Large Cap Value Index
YTD Return -6.22% -0.13%
1-Year Return -5.95% 2.19%
3-Year Return 4.22% 7.51%
5-Year Return 5.51% 9.93%
10-Year Return 8.92% 11.74%

VTV description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

VTV performance & returns

YTD Return -0.13%
1-Month Return 11.62%
3-Month Return 9.33%
1-Year Return 2.19%
3-Year Return 7.51%
5-Year Return 9.93%
10-Year Return 11.74%
VTV expense ratio is 0.04%.

VTV holdings

Top 10 Holdings (22.17% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.16%
Johnson & Johnson JNJ 2.94%
Procter & Gamble Co PG 2.78%
JPMorgan Chase & Co JPM 2.44%
UnitedHealth Group Inc UNH 2.36%
Verizon Communications Inc VZ 1.92%
The Walt Disney Co DIS 1.79%
Pfizer Inc PFE 1.61%
Walmart Inc WMT 1.60%
Comcast Corp Class A CMCSA 1.57%

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VNQ description

The Fund seeks to provide a high level of income and moderate long-term capital appreciation by tracking the performance of a benchmark index that measures the performance of publicly traded equity REITs and other real estate-related investments. The Fund employs indexing to track the performance of the Index.

VNQ performance & returns

YTD Return -6.22%
1-Month Return 8.92%
3-Month Return 4.25%
1-Year Return -5.95%
3-Year Return 4.22%
5-Year Return 5.51%
10-Year Return 8.92%
VNQ expense ratio is 0.12%.

VNQ holdings

Top 10 Holdings (49.25% of Total Assets)

Name Symbol % Assets
Vanguard Real Estate II Index VRTPX 12.21%
American Tower Corp AMT 8.34%
Prologis Inc PLD 6.01%
Crown Castle International Corp CCI 5.34%
Equinix Inc EQIX 5.31%
Digital Realty Trust Inc DLR 3.00%
Public Storage PSA 2.87%
SBA Communications Corp SBAC 2.66%
Welltower Inc WELL 1.84%
Weyerhaeuser Co WY 1.67%

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