VNQVanguard Real Estate ETF
VNQ Fund Description
VNQ tracks a market-cap-weighted index of companies involved in the ownership and operation of real estate in the United States.
VNQ Factset Analytics Insight
VNQ tracks a broad index that captures much of the US real estate market. The fund holds a deep basket and its market-cap allocations mirror those of our neutral benchmark. The only place it deviates is the persistent sector bias away from specialized REITs in favor of commercial REITs. As a result of excellent portfolio management, at times, the cost of owning VNQ has even been lower than its stated expense ratio. The only blemish we see is the fact that Vanguard discloses holdings monthly rather than daily. However, this is a nuisance at most in a low-turnover fund, and immaterial to many investors. As with peer REIT ETFs, distributions from the fund are taxed as ordinary income. Prior to February 1, 2018 the fund tracked the MSCI US REIT Index. During the period of February 1 to July 24, 2018, the fund tracked the MSCI US Investable Market Real Estate 25/50 Transition Index. Effective July 25, 2018 the fund tracked the MSCI Investable Market Real Estate 25/50 Index.
VNQ MSCI ESG Analytics Insight
Vanguard Real Estate ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.53 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Vanguard Real Estate ETF ranks in the 20th percentile within its peer group and in the 82nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
VNQ MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
VNQ Summary Data
VNQ Portfolio Data
VNQ Index Data
VNQ Portfolio Management
VNQ Tax Exposures
VNQ Fund Structure
VNQ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VNQ. VNQ is rated a 5 out of 5.
VNQ Sector/Industry Breakdown
VNQ Top 10 Holdings[View All]
VNQ Economic Development
VNQ Performance Statistics
VNQ MSCI ESG Ratings
VNQ Benchmark Comparison Summary
VNQ Benchmark Comparison Market Cap Size
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