Tuesday, August 25, 2026

VGSIX vs. SPX since May 1996

Vanguard Real Estate Index Fund Investor Shares average annual since inception 5/13/1996 through July 2026 (single-family residential REITs are just 3.35% of the current holdings):
 
9.07% (last 10 years 4.61%, 5 years 2.28%, 3 years 9.15%, 1 year 15.04%)
 
S&P 500 average per annum nominal, dividends reinvested, same period:
 
10.30%