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VNQ Real Estate ETF (VNQ)

Real Estate · Benchmark: Index Benchmark · Domiciled in US

AUM
$12.1B
Expense ratio
7.00%
Inception
1995-05-15
VMCI-Composite
69/100
5y CAGR
15.4%

VMCI-Composite holdings score

ValueMarkers builds the VMCI-Composite by taking the underlying VMCI score for each of the ETF's top-10 holdings and weighting it by the holding's share of the fund. The number summarizes the fundamentals of the largest positions on the five-pillar framework — Value, Quality, Integrity, Growth, Risk.

VNQ Real Estate ETF — analysis

VNQ's headline numbers: $12.1B AUM, 7 bps expense ratio, 1995 inception. Category: Real Estate. Benchmark: Index Benchmark. VNQ Real Estate ETF is the issuer-titled fund managed against that index since launch.

VNQ VMCI-Composite: 69/100. The metric weighs the underlying companies' VMCI by their fund weight (top 10), so it captures whether the index methodology is selecting fundamentally cheaper, higher-quality, or lower-risk names. Read: above-average composite quality.

Trailing total return on VNQ: 15.4% 5y CAGR. The Index Benchmark index returned 16.0% per year over the same window, leaving the fund below index by -0.6 pp annualized.

Income line on VNQ: 4.90% trailing yield, 0.4% 5-year distribution CAGR. The starting yield combined with the growth rate is the standard back-of-envelope for total-income compounding inside the fund.

Holdings detail for VNQ: 30% in top 10 (AAPL 3.54% the largest), with Technology at 28% of the allocation. The remaining sector mix spreads across 11 categories.

For a real estate allocation, the comparable trio to VNQ is SPY, VOO, VTI. The screener and ETF browse pages on ValueMarkers let you sort all four side-by-side on AUM, cost, return, and yield.

Top 25 holdings

#TickerWeightVMCI
1AAPL3.54%89
2MSFT3.40%67
3NVDA3.27%86
4AMZN3.27%43
5GOOGL3.05%79
6META2.87%80
7BRK-B2.74%51
8TSLA2.74%59
9V2.52%81
10JPM2.52%50
11UNH2.43%56
12XOM2.17%43
13JNJ1.99%85
14PG1.81%54
15MA1.68%77
16HD1.55%85
17MRK1.41%69
18AVGO1.28%42
19PEP1.28%78
20COST1.06%70
21KO0.88%69
22WMT0.88%57
23BAC0.66%87
24CVX0.49%80
25ADBE0.49%49

Performance & income

YTD
9.4%
1y total return
4.7%
3y CAGR
15.3%
5y CAGR vs benchmark
15.4% / 16.0%
Dividend yield
4.90%
5y distribution CAGR
0.4%

Comparable ETFs

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Data refreshed at request time and cached for 6 hours. As of 2026-05-15.

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