AAII ETF Evaluator

ETF Evaluator: Vanguard Real Estate II Index (VRTPX) Follow This ETF

Equity
Global Asset Class
Sector Equity
Fund Group
Real Estate
Category
$0.000
Last Trade
(as of )
$10,519 Mil
Share Class Assets
3.61%
TTM Yield
$0.000 - $0.000
52-Wk High-Low Range
0.08% A
Expense Ratio
3%
Portfolio Turnover
na
Avg. Daily Trading Vol.

Best Performing in Real Estate Over the Last Year

64.8% Global X Data Center & Dgtl Infrs ETF (DTCR)
29.5% Invesco KBW Premium Yield Eq REIT ETF (KBWY)
24.0% ALPS REIT Dividend Dogs ETF (RDOG)
21.6% Janus Henderson US Real Estate ETF (JRE)
21.5% State Street® SPDR® Dow Jones® REIT ETF (RWR)
Data as of 6/30/2026
1.7% C (NAV)
na (Price)
1-Mo Return
9.7% D (NAV)
na (Price)
3-Mo Return
11.1% F (NAV)
na (Price)
YTD Return
12.5% D (NAV)
na (Price)
1-Yr Return
9.2% C (NAV)
na (Price)
3-Yr Return
2.9% D (NAV)
na (Price)
5-Yr Return
1.03 NA
Category
Risk
Index
1.37
Total
Risk
Index

ETF Details

Fund Family
Vanguard

Inception Date
9/26/2017

Website

Phone
800-662-7447

Primary Benchmark
DJ US Total Stock Market TR USD: 100%

Secondary Benchmark
MSCI US IMI/Real Estate 25-50 GR USD: 100%

Additional Fund Details


VRTPX Trailing NAV Total Returns Data as of 6/30/26

Last
Month
Last
Quarter
Ann'l.
1Yr
Ann'l.
3Yr
Ann'l.
5Yr
Ann'l.
10Yr
VRTPX Return (NAV) 1.7% 9.7% 12.5% 9.2% 2.9% na
VRTPX Return (Price) na na na na na na
NAV +/- Price Return na na na na na na
Real Estate Avg 2.0% 11.7% 15.1% 9.7% 3.4% 4.6%
VRTPX Grade (NAV) C D D C D na
+/- Category (NAV) -0.3% -2.0% -2.5% -0.5% -0.6% na
VRTPX Tax-Cost Ratio na na 1.5% 1.6% 1.6% na

VRTPX Annual NAV Total ReturnsData as of 6/30/26

2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
VRTPX Return (NAV) 11.1% 3.3% 5.0% 11.8% -26.1% 40.4% -4.6% 29.0% -6.0% na na
VRTPX Return (Price) na na na na na na na na na na na
NAV +/- Price Ret na na na na na na na na na na na
Real Estate Avg 13.4% 2.1% 5.1% 11.8% -25.5% 37.6% -8.2% 26.9% -4.5% 8.2% 10.1%
VRTPX Grade (NAV) F A D C C D C C D na na
+/- Category -2.3% 1.2% -0.2% -0.0% -0.6% 2.8% 3.6% 2.1% -1.5% na na
Risk Measures
Beta: 1.00
R-Squared: 57%
Standard Deviation: 16.7%
Category Risk Index: 1.03
Category Risk Rating: High
Total Risk Index: 1.37
Total Risk Rating: High
Portfolio Characteristics
Yield: 3.6%
Total Assets: $ 10,519 Mil
Share Class Assets: $ 10,519 Mil
Turnover: 3.0%
Expense Ratio: 0.08%
Index Fund: Yes
Index Tracked: DJ US Total Stock Market TR USD
Index Weighting: 100%
Leveraged: No
Socially Responsible Fund: No
Capital Gains Distribution Frequency:
Income Distribution Frequency: Quarterly

Management Team

Number of Managers: 2
Longest Tenure: 1.4 years
Average Tenure: 1.4 years
Managers (Year): Nieves Chris (2025), Stenger Jena (2025)

Portfolio Composition (as of 5/31/26)

# of Holdings: 150
% in Top 10 Holdings: 48.8%
Fund is Non-Diversified: Yes
% in Foreign Issues: 0.0%
 

Portfolio Allocation

Domestic Stock: 98.8%
Foreign Stock: 0.0%
Preferred Stock: 0.0%
Domestic Bond: 0.0%
Foreign Bond: 0.0%
Convertible Bond: 0.0%
Other: 0.5%
Cash: 0.7%

Purchase Information

Legal Structure: Open Ended Investment Company
Fund Family: Vanguard
Phone Number: 800-662-7447
Website: www.vanguard.com
Inception Date: September 26, 2017

Expenses and Fees

Expense Ratio (%): 0.08% (Rating: Low)
Category Average Expense Ratio (%): 0.49%
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