VNQ Sinks 6% as 5.07% Treasury Yields Crush Real Estate Payouts
VNQ has dropped 6% in a month as the 10-year Treasury yield hit 5.07% (Yahoo Finance, November 12, 2026). VNQ ETF explained: real estate yields from the Vanguard Real Estate ETF, the largest U.S. REIT fund with roughly $30 billion in assets, are losing the battle against risk-free bonds. That yield is the highest since 2007, and it changes the math on every income investment.