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Upturn AI SWOT - About
Vanguard Real Estate Index Fund ETF Shares (VNQ)
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Upturn Advisory Summary
09/15/2025: 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 3.64% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
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 real estate equities. It offers exposure to a broad array of U.S. real estate investment trusts (REITs) and real estate operating companies.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost investment products and strong track record.
Management Expertise
Vanguard has extensive experience in managing index funds and ETFs, with a well-established team of investment professionals.
Investment Objective
Goal
To track the investment return of the MSCI US Investable Market Real Estate 25/50 Index, which represents the broad U.S. equity REIT market.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the target index by holding all, or substantially all, of the stocks in the index in proportion to their weighting in the index.
Composition The ETF holds a basket of U.S. REITs and real estate operating companies, with a focus on equity REITs.
Market Position
Market Share: VNQ holds a significant market share in the real estate ETF sector.
Total Net Assets (AUM): 38590000000
Competitors
Key Competitors
- Real Estate Select Sector SPDR Fund (XLRE)
- iShares U.S. Real Estate ETF (IYR)
- Schwab U.S. REIT ETF (SCHH)
Competitive Landscape
The real estate ETF market is competitive, with several large ETFs vying for investor assets. VNQ benefits from Vanguard's brand recognition and low expense ratio. However, XLRE and IYR offer slightly different sector exposures and may appeal to investors with specific preferences. SCHH is a low-cost option, attracting price-sensitive investors. VNQ's large AUM and liquidity offer advantages in trading efficiency.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Investors should review VNQ's historical returns across various time horizons.
Benchmark Comparison: VNQ's performance closely tracks the MSCI US Investable Market Real Estate 25/50 Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
VNQ has high average trading volume, making it easy to buy and sell shares.
Bid-Ask Spread
VNQ's bid-ask spread is typically narrow, reflecting its high liquidity and low trading costs.
Market Dynamics
Market Environment Factors
VNQ's performance is influenced by interest rates, economic growth, and the overall health of the real estate market. Rising interest rates can negatively impact REITs.
Growth Trajectory
VNQ's growth trajectory is tied to the long-term performance of the real estate sector and the overall stock market. Changes in economic policy and demographic trends can influence its future performance.
Moat and Competitive Advantages
Competitive Edge
VNQ benefits from Vanguard's well-established brand, low expense ratio, and extensive AUM. Its passive investment strategy, which tracks a broad market index, provides diversification and reduces stock-picking risk. VNQ is favored by investors seeking cost-effective, broad exposure to the real estate sector. The fund's size and liquidity also provide trading advantages.
Risk Analysis
Volatility
VNQ's volatility is comparable to other real estate ETFs and can be influenced by changes in interest rates and the broader stock market.
Market Risk
VNQ is exposed to market risk, which includes the potential for declines in the value of its underlying assets. Risks include interest rate increases, economic slowdowns, and property-specific issues.
Investor Profile
Ideal Investor Profile
VNQ is suitable for investors seeking long-term exposure to the real estate sector and who are comfortable with the risks associated with REITs.
Market Risk
VNQ is best for long-term investors and passive index followers who want to diversify their portfolios with real estate assets.
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 through REITs. Its passive investment strategy and large AUM provide benefits in terms of diversification and liquidity. The ETF's performance is influenced by interest rates and the overall economic environment. VNQ is suitable for long-term investors seeking real estate exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a 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.