VNQI: Easy Gains Made As International REITs Now Trade At A P/B Of 1x

The Vanguard Global ex-US Real Estate Index ETF is off to a solid start in 2026, building on strong gains achieved in 2025. This has pushed the key P/B ratio for VNQI holdings to 1x, up from 0.9x in 2025. While a valuation in line with book values only implies circa 3% dividend growth from here, it may also drive lower funding costs for VNQI holdings.

Seeking Alpha • Feb 16, 2026

Commodities Lead Major Asset Classes So Far In 2026

Prices for raw materials have rocketed higher so far this year, outperforming the rest of the major asset classes by a wide margin through Friday's close (Jan. 23), based on a set of ETFs.

Seeking Alpha • Jan 26, 2026

VNQI vs. REET: How Does Vanguard's Fund Compare Against the Largest Global Real Estate ETF?

VNQI and REET charge nearly identical expense ratios, but VNQI offers a higher dividend yield. REET holds more U.S. REITs, while VNQI focuses exclusively on non-U.S. real estate companies.

The Motley Fool • Jan 11, 2026

Investing in Real Estate? VNQI Goes Global While GQRE Focuses on Quality.

VNQI delivered a stronger one-year return and slightly higher dividend yield, but both funds saw similar five-year drawdowns. VNQI offers broader exposure to international real estate with over 700 holdings.

The Motley Fool • Jan 10, 2026

VNQI vs. HAUZ: These ETFs Offer Investors Exposure to Real Estate Around the World

VNQI holds more stocks and offers a slightly higher yield, but HAUZ has delivered a better 1-year return. Both funds have less common dividend payout frequencies.

The Motley Fool • Jan 10, 2026

Cypress Point Ups Its Global Real Estate Exposure

Cypress Point Wealth Management bought 65,258 shares in Vanguard Global ex-U.S. Real Estate ETF worth around $3.06 million. After the trade, Cypress Point holds 126,814 VNQI shares, valued at $6.05 million.

The Motley Fool • Oct 29, 2025

VNQI Vs. VNQ: International REITs Offer Higher Current Income

The internationally focused VNQI ETF has outperformed its U.S.-focused VNQ peer so far in 2025, benefiting from low starting valuations and a weak U.S. dollar.. Both ETFs have shown weak (or even negative) dividend growth over the past decade, impacted by elevated interest rates. Looking ahead, I estimate VNQI should outperform the VNQ by about 2% annually, buoyed by a higher current yield and a currency tailwind from a weaker U.S. dollar.

Seeking Alpha • Sep 21, 2025

VNQI: This International REIT ETF Provides Good Diversification For A Portfolio

VNQI offers US investors broad, low-cost exposure to international REITs, enhancing diversification and reducing concentration risk in US real estate. The ETF is attractively valued versus US REITs, with a much lower P/E and P/B ratio, and avoids problematic countries, focusing on developed markets. VNQI's performance has been mediocre long-term but has outperformed peers recently; its low expense ratio is a key advantage over alternatives.

Seeking Alpha • Jul 7, 2025

VNQI: International REITs Offer A 10.55% Return To U.S. Investors

The Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares invests in international real estate stocks, primarily in Japan, Australia, and the United Kingdom. VNQI has outperformed the VNQ so far in 2025, helped by a weak U.S. dollar. I estimate VNQI offers a total return close to 9% before factoring in currency moves.

Seeking Alpha • Apr 19, 2025

These 3 Vanguard ETFs Have Left the S&P 500 in the Dust. They All Have Dividend Yields Above 3%

When it comes to the markets, U.S. exceptionalism reigned supreme for more than two years, as the broader benchmark S&P 500 outpaced most markets around the world. Recent weakening economic data, concerns about rising inflation, and President Donald Trump's efforts to initiate multiple trade wars have stalled this market run (at least for now).

The Motley Fool • Mar 19, 2025