미국 ETF/주식VNQETF

Vanguard Real Estate ETF 계산기

VNQ is an ETF profile used to attach reviewed context to calculator entry flows.

비중을 볼 때 확인할 점

  • Used to provide reviewed context in portfolio calculator entry flows.
  • Check exposure, costs, and overlap before using it in a portfolio.

리밸런싱 전 리스크

  • It can lose value depending on market conditions.
  • Costs, concentration, and tracking behavior should be reviewed before use.

계산기에서 확인하는 순서

  1. 1.Vanguard Real Estate ETF를 포트폴리오에 추가합니다.
  2. 2.보유 수량, 현금, 목표 비중을 입력합니다.
  3. 3.목표보다 과대·과소 편입인지 보고 매수·매도 필요 수량을 확인합니다.

비중 계산 기준

리밸런싱 계산기는 Vanguard Real Estate ETF의 현재 평가금액, 포트폴리오 현금, 다른 보유 종목의 평가금액을 함께 놓고 목표 비중과의 차이를 계산합니다. 실제 주문 수량은 현재가, 환율, 거래 수수료, 최소 주문 단위에 따라 달라질 수 있으므로 결과를 주문 전 점검용으로 사용하세요.

이 페이지를 쓰는 상황

신규 매수 전 목표 비중을 정하거나, Vanguard Real Estate ETF 비중이 커진 뒤 일부를 줄일지 확인할 때 유용합니다. 여러 종목을 함께 보유한다면 단일 수익률보다 전체 포트폴리오에서 차지하는 비중과 변동성 기여도를 먼저 확인하는 편이 안전합니다.

Alternative Investment

VNQ

Vanguard Real Estate ETF

Loading...live

Price Chart

Vanguard Real Estate ETF (VNQ) is an exchange-traded fund that provides investors with exposure to alternative assets and thematic strategies. It carries an expense ratio of 0.13%. The fund offers a dividend yield of approximately 3.72%. The portfolio holds 164 securities.

Category

Alternative Investment

Dividend Yield

3.72%

Expense Ratio

0.13%

Holdings

164

Dividend History

Loading...

Top Holdings

1Prologis
2American Tower
3Crown Castle
4Equinix

Key Features

  • REIT investing
  • High dividend
  • Inflation hedge
  • Real estate exposure

Advantages

  • Indirect real estate investment
  • High dividend income
  • Inflation hedge
  • Portfolio diversification

Risks

  • Interest rate sensitive
  • Economically sensitive
  • Real estate market risk
  • High volatility

Rebalancing Strategy

Allocate 5-10% of total portfolio for inflation hedging

VNQ Investment Analysis

VNQ (Vanguard Real Estate ETF) is a Alternative Investment ETF comprising 164 holdings. It has an expense ratio of 0.13% and a dividend yield of 3.72%. It has a reasonable expense ratio.

With a 3.72% dividend yield, it is ideal for income investing. Reinvesting dividends can maximize the compounding effect.

VNQ can play an important role in your portfolio. It holds a sufficient number of stocks for adequate diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

Need to rebalance your portfolio?Go to Rebalancing Calculator