VNQVanguard Real Estate Index Fund ETF Shares
Seeks a high level of income and moderate long-term capital appreciation by tracking the MSCI US Investable Market Real Estate 25/50 Index.
By Vanguard · Launched 2004
Annual Cost
0.13%
#505 of 5,853 · low cost
Fund Size
$71.3B
#47 of 5,853 · large
Return (1Y)Goal
+13.7%
Track Record
21 years
#202 of 5,853 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,705+7.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Sector
Real estateFocus
Real Assets
Index tracked
MSCI US Investable Market Real Estate 25/50 Index
What it actually holds
By weightConcentration
Top 10 holdings = 54.7% of fundmoderately concentrated
Vanguard Real Estate II Index Fund
14.6%
Welltower Inc
7.8%
Prologis Inc
7.0%
Equinix Inc
5.6%
American Tower Corp
4.5%
Digital Realty Trust Inc
3.7%
Simon Property Group Inc
3.5%
Realty Income Corp
3.1%
Public Storage
2.5%
CBRE Group Inc
2.3%
Asset allocation
Stocks
98.8%
Cash
0.9%
Other
0.3%
By sector
Real Estate
99.5%
Communication
0.4%
Energy
0.1%
Industrials
0.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.9%Moderate
Year-on-year price swings
Max drawdown
-42.4%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.37Below average
Sortino (3Y)
0.52Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks a high level of income and moderate long-term capital appreciation by tracking the MSCI US Investable Market Real Estate 25/50 Index.
- Strategy
- Employs an indexing investment approach to track the MSCI US Investable Market Real Estate 25/50 Index, investing at least 80% of net assets in publicly traded equity REITs and other real estate-related investments. Covers large, mid-size, and small U.S. companies in the real estate sector.
- Inception date
- September 23, 2004
- Fund family
- Vanguard
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Data updated on 2026-08-02