VT vs WHLR: Correlation
How closely do Vanguard Total World Stock ETF (VT) and Wheeler Real Estate Investment Trust, Inc. (WHLR) trade together? Their weekly returns over three years give a correlation of -0.16, which is negative.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are VT and WHLR?
Across a 3-year window, the weekly returns of VT and WHLR correlate at -0.16, negative, meaning they tend to move in opposite directions. The past 12 months show a tighter link (0.05) than the 3-year average (-0.16). Stretching to 5 years gives -0.10, with an annualized covariance of -1232.5 %².
Within VT's tracked universe of 136 assets, WHLR comes in at #131 by 3-year correlation. The last year tells two different stories: VT led by 122.7 percentage points, +22.7% for VT against -100.0% for WHLR. Risk is not evenly split, since WHLR carries 39.2 times the volatility of the other side.
How is this computed?
Pearson correlation on weekly returns: ρ(A,B) = cov(rA, rB) / (σA · σB), over windows of 52, 156 and 260 weeks. Covariance is annualized (×52) and expressed in %². Full definitions on the methodology page.
VT vs WHLR: side by side
| VT (Vanguard Total World Stock ETF) | WHLR (Wheeler Real Estate Investment Trust, Inc.) | |
|---|---|---|
| 1-year return | +22.7% | -100.0% |
| 5-year return | +67.7% | -100.0% |
| Volatility (ann.) | 13.9% | 545.0% |
| Beta vs S&P 500 | 0.92 | -5.84 |
| Max drawdown (3Y) | -16.5% | -100.0% |
| Market cap | – | – |
| P/E (trailing) | – | 0.0 |
| Dividend yield | 1.59% | 0.00% |
| Expense ratio | 0.06% | – |
| Assets under management | $97.9B | – |
| Sector / category | ETF · Global | US Listed |
On the fund side, VT sits in the Global Large-Stock Blend category at Vanguard, with $97.9B under management, 5308 holdings, a 0.06% expense ratio, a 1.59% trailing dividend yield.
Year-by-year returns
| Year | VT | WHLR |
|---|---|---|
| 2022 | -18.0% | -28.0% |
| 2023 | +22.0% | -98.4% |
| 2024 | +16.5% | -98.4% |
| 2025 | +22.4% | -100.0% |
| 2026 | +15.2% | -99.9% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are VT and WHLR good diversifiers for each other?
Yes. With a correlation of -0.16, VT and WHLR have moved largely independently, which makes them a genuinely diversifying pair by historical standards.
FAQ
What is the correlation between VT and WHLR?
As of 2026-08-27, the correlation of weekly returns between VT and WHLR is -0.16 over 3 years, 0.05 over 1 year and -0.10 over 5 years.
Is WHLR a good diversifier for VT?
Yes. With a correlation of -0.16, VT and WHLR have moved largely independently, which makes them a genuinely diversifying pair by historical standards.
What does a correlation of -0.16 mean?
On the −1 to +1 scale, -0.16 describes how much the two returns move together: +1 is lockstep, 0 is independence, negative values mean opposite directions. It says nothing about which performed better.
Use this data
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Related comparisons
Hubs: VT correlations · WHLR correlations
