VNQ vs SPY

Both VNQ and SPY are ETFs. VNQ has a lower 5-year return than SPY (0.95% vs 8.3%). VNQ has a higher expense ratio than SPY (0.12% vs 0.09%). Below is the comparison between VNQ and SPY.

SPY VNQ
Segment Equity: U.S. - Large Cap Equity: U.S. Real Estate
Issuer State Street Global Advisors Vanguard
Net Assets $252.39B $24.73B
Expense Ratio 0.09% 0.12%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.99% 4.17%
Underlying Index S&P 500 MSCI US REIT Index
YTD Return -10.51% -25.30%
1-Year Return 2.51% -18.70%
3-Year Return 8.10% -1.56%
5-Year Return 8.30% 0.95%
10-Year Return 11.90% 7.24%

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 -25.30%
1-Month Return -7.81%
3-Month Return -30.38%
1-Year Return -18.70%
3-Year Return -1.56%
5-Year Return 0.95%
10-Year Return 7.24%
VNQ expense ratio is 0.12%.

VNQ holdings

Top 10 Holdings (48.48% of Total Assets)

Name Symbol % Assets
Vanguard Real Estate II Index VRTPX 11.35%
American Tower Corp AMT 8.76%
Crown Castle International Corp CCI 5.45%
Prologis Inc PLD 5.38%
Equinix Inc EQIX 4.84%
Digital Realty Trust Inc DLR 3.15%
Public Storage PSA 2.84%
SBA Communications Corp SBAC 2.76%
Equity Residential EQR 2.08%
AvalonBay Communities Inc AVB 1.87%

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SPY description

The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

SPY performance & returns

YTD Return -10.51%
1-Month Return 3.07%
3-Month Return -14.68%
1-Year Return 2.51%
3-Year Return 8.10%
5-Year Return 8.30%
10-Year Return 11.90%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (25.23% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.59%
Apple Inc AAPL 4.93%
Amazon.com Inc AMZN 3.77%
Facebook Inc A FB 1.86%
Berkshire Hathaway Inc B BRK.B 1.66%
Alphabet Inc A GOOGL 1.62%
Alphabet Inc Class C GOOG 1.61%
Johnson & Johnson JNJ 1.6%
JPMorgan Chase & Co JPM 1.31%
Visa Inc Class A V 1.28%

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