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Upturn AI SWOT - About
Vanguard Real Estate Index Fund ETF Shares (VNQ)
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Upturn Advisory Summary
07/29/2025: 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 6.65% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/29/2025 |
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 wide range of publicly traded REITs and other real estate-related companies.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost, index-tracking ETFs and strong commitment to investor interests.
Management Expertise
Vanguard has extensive experience and expertise in managing index-tracking funds, with a large team dedicated to portfolio management and research.
Investment Objective
Goal
The primary investment goal is to track the performance 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, seeking to replicate the returns of the target index by investing in all or a representative sample of the securities in the index.
Composition The ETF holds a portfolio of stocks primarily consisting of real estate investment trusts (REITs) and other real estate-related companies.
Market Position
Market Share: VNQ holds a significant market share in the real estate ETF category.
Total Net Assets (AUM): 36046000000
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 players offering similar exposure. VNQ's advantage lies in its low expense ratio and Vanguard's reputation. Disadvantages could include the potential for underperformance relative to more actively managed funds in certain market conditions.
Financial Performance
Historical Performance: Historical performance data is available on Vanguard's website and financial data providers. Past performance does not guarantee future results.
Benchmark Comparison: The ETF's performance closely tracks the MSCI US Investable Market Real Estate 25/50 Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
VNQ is a highly liquid ETF with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread for VNQ is typically very tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Interest rates, economic growth, and demographic trends influence VNQ's performance, as these factors directly affect the real estate market.
Growth Trajectory
Growth depends on the overall health of the real estate sector and the fund's ability to accurately track its benchmark index.
Moat and Competitive Advantages
Competitive Edge
VNQ's competitive edge stems from Vanguard's economies of scale, which enables it to offer a very low expense ratio. This provides a cost advantage over many competitors, leading to better long-term returns for investors. Vanguard's strong reputation and brand loyalty further solidify its market position. The ETFu2019s large AUM and high liquidity contribute to its efficiency and appeal.
Risk Analysis
Volatility
VNQ's volatility is generally comparable to the broader real estate market, with potential fluctuations influenced by interest rate changes and economic cycles.
Market Risk
Specific risks include interest rate risk (as REITs are sensitive to interest rate changes), property market risk (decline in property values), and economic downturns.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking broad exposure to the U.S. real estate market through a low-cost, passively managed ETF.
Market Risk
VNQ is suitable for long-term investors seeking diversification and exposure to real estate as part of a broader portfolio. It is appropriate for passive index followers due to its index-tracking strategy.
Summary
Vanguard Real Estate Index Fund ETF Shares (VNQ) offers broad exposure to the U.S. real estate market through publicly traded REITs. Its primary advantage is Vanguard's low expense ratio and strong reputation. While the ETF is subject to market risk and interest rate sensitivity, it is a suitable investment for long-term, passive investors seeking real estate diversification. The ETF closely tracks its benchmark, the MSCI US Investable Market Real Estate 25/50 Index and holds a significant market share in the real estate ETF sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- Financial data providers (e.g., Bloomberg, Yahoo Finance)
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share data is approximate and may vary.
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.