Simon Property Group Inc vs Vanguard Real Estate Index Fund ETF — how do they compare? Simon Property Group Inc trades at $227 (market cap $74.00B), while Vanguard Real Estate Index Fund ETF trades at $99.41. The key difference: Simon Property Group Inc pays a 3.86% dividend while Vanguard Real Estate Index Fund ETF pays none. Which is the better fit depends on your goals.
| SPG | VNQ | |
|---|---|---|
Market Cap | $74.00B | — |
Sector | Real Estate | — |
52-Week High | $228.70 | $100.07 |
52-Week Low | $160.68 | $87.00 |
Enterprise Value | $102.48B | — |
Dividend Yield | 3.86% | — |
Trailing returns across standard periods
Simon Property Group is the second- largest real estate investment trust in the United States. Its portfolio includes an interest in 207 properties: 119 traditional malls, 69 premium outlets, 14 Mills centers (a combination of a traditional mall, outlet center, and big-box retailers), six lifestyle centers, and five other retail properties. Simon's portfolio averaged $693 in sales per square foot over the 12 months prior to the pandemic. The company also owns a 21% interest in Klepierre, a European retail company with investments in shopping centers in 16 countries, and joint venture interests in 33 premium outlets across 11 countries.
Read more on SPG →The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Real Estate 25/50 Index, an index made up of stocks of large, mid-size, and small US companies within the real estate sector. The Advisor attempts to replicate the target index by seeking to invest all of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. It is non-diversified.
Read more on VNQ →