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Upturn AI SWOT - About
Vanguard Real Estate Index Fund ETF Shares (VNQ)
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Upturn Advisory Summary
10/30/2025: VNQ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 0.42% | Avg. Invested days 42 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.17 | 52 Weeks Range 76.17 - 96.31 | Updated Date 06/29/2025 |
52 Weeks Range 76.17 - 96.31 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Real Estate Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Real Estate Index Fund ETF Shares (VNQ) seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies in the real estate sector. It provides a convenient way to invest in a diverse portfolio of publicly traded real estate investment trusts (REITs) and real estate operating companies.
Reputation and Reliability
Vanguard is highly reputable and known for low-cost, passively managed investment products.
Management Expertise
Vanguard has extensive experience managing index funds and ETFs, with a dedicated team focused on portfolio management and index tracking.
Investment Objective
Goal
To track the investment return of the MSCI US Investable Market Real Estate 25/50 Index, a benchmark measuring the performance of the real estate sector in the U.S. equity market.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy designed to track the performance of the MSCI US Investable Market Real Estate 25/50 Index.
Composition The ETF primarily holds stocks of REITs and real estate operating companies.
Market Position
Market Share: VNQ holds a significant market share in the real estate ETF sector.
Total Net Assets (AUM): 35500000000
Competitors
Key Competitors
- Real Estate Select Sector SPDR Fund (XLRE)
- iShares Cohen & Steers REIT ETF (ICF)
- Schwab U.S. REIT ETF (SCHH)
Competitive Landscape
The real estate ETF market is competitive, with several large players. VNQ's advantage lies in its low expense ratio and Vanguard's strong brand recognition. A disadvantage could be that it is broad-based, while some competitors focus on specific REIT sub-sectors.
Financial Performance
Historical Performance: Historical performance data would be best obtained from financial data providers. Review past returns over 1, 3, 5, and 10-year periods.
Benchmark Comparison: The ETF's performance is designed to closely track the MSCI US Investable Market Real Estate 25/50 Index. Deviations will likely be small.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
VNQ's average daily trading volume is generally high, indicating good liquidity.
Bid-Ask Spread
VNQ typically has a tight bid-ask spread, making it cost-effective to trade.
Market Dynamics
Market Environment Factors
Interest rates, economic growth, and property values significantly impact VNQ's performance. Regulatory changes related to REITs can also affect market dynamics.
Growth Trajectory
VNQ's growth is tied to the overall real estate market and the performance of the underlying REITs and real estate companies. Any changes to the index it tracks, will have an impact on the ETF holdings and strategy.
Moat and Competitive Advantages
Competitive Edge
VNQ's competitive edge is primarily due to its low expense ratio, which is a hallmark of Vanguard funds. This allows investors to capture a larger portion of the returns from the real estate sector. Furthermore, Vanguard's strong reputation and large AUM provide economies of scale. VNQ provides broad exposure to US real estate, which makes it attractive to investors seeking diversification.
Risk Analysis
Volatility
VNQ's volatility is similar to that of the broader real estate market. It is subject to interest rate risk and economic downturns.
Market Risk
The specific risks include interest rate risk (as REITs are sensitive to interest rate changes), property market risk (fluctuations in property values), and regulatory risks (changes in REIT regulations).
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to the real estate sector for diversification purposes, such as income-seeking investors and those looking for inflation protection.
Market Risk
VNQ is suitable for long-term investors seeking passive exposure to the real estate market and who are comfortable with the risks associated with real estate investments.
Summary
The Vanguard Real Estate Index Fund ETF Shares (VNQ) offers investors a low-cost and diversified way to access the U.S. real estate market. As a passively managed fund that tracks a broad market index, VNQ seeks to mirror the returns of its underlying holdings. The REIT ETF's financial performance is influenced by market dynamics, interest rate sensitivity, and property market fluctuations. Its competitive advantage lies in the low expense ratio and the solid reputation of the Vanguard fund family.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Vanguard official website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard Real Estate Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The advisor attempts to track the index by investing all, or substantially all, of its assets-either directly or indirectly through a wholly owned subsidiary, which is itself a registered investment company-in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.