VNQ vs SPY

Both VNQ and SPY are ETFs. VNQ has a lower 5-year return than SPY (8.16% vs 9.98%). 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 $256.72B $35.29B
Expense Ratio 0.09% 0.12%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.82% 3.41%
Underlying Index S&P 500 MSCI US REIT Index
YTD Return 18.10% 25.73%
1-Year Return 2.74% 14.48%
3-Year Return 12.56% 5.74%
5-Year Return 9.98% 8.16%
10-Year Return 13.31% 13.40%

VNQ description

The Fund seeks to provide a high level of income and moderate long-term capital appreciation. The Fund employs an indexing investment approach designed to track the performance of the MSCI US REIT Index. The Index is composed of stocks of publicly traded equity real estate investment trusts (known as REITs).

VNQ returns

YTD Return 25.73%
1-Month Return 3.75%
3-Month Return 7.14%
1-Year Return 14.48%
3-Year Return 5.74%
5-Year Return 8.16%
10-Year Return 13.40%
VNQ expense ratio is 0.12%.

VNQ holdings

Top 10 Holdings (41.79% of Total Assets)

Name Symbol % Assets
Vanguard Real Estate II Index VRTPX 11.1%
American Tower Corp AMT 6.75%
Crown Castle International Corp CCI 4.06%
Prologis Inc PLD 3.78%
Simon Property Group Inc SPG 3.69%
Equinix Inc EQIX 3.05%
Public Storage PSA 2.8%
Welltower Inc WELL 2.36%
AvalonBay Communities Inc AVB 2.1%
Equity Residential EQR 2.1%

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 returns

YTD Return 18.10%
1-Month Return -1.67%
3-Month Return 6.76%
1-Year Return 2.74%
3-Year Return 12.56%
5-Year Return 9.98%
10-Year Return 13.31%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (21.61% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.28%
Apple Inc AAPL 3.63%
Amazon.com Inc AMZN 3.12%
Facebook Inc A FB 1.88%
Berkshire Hathaway Inc B BRK.B 1.6%
Alphabet Inc Class C GOOG 1.49%
JPMorgan Chase & Co JPM 1.49%
Alphabet Inc A GOOGL 1.46%
Johnson & Johnson JNJ 1.39%
Exxon Mobil Corp XOM 1.27%
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