APRT vs. XTR
Compare and contrast key facts about AllianzIM U.S. Large Cap Buffer10 Apr ETF (APRT) and Global X S&P 500 Tail Risk ETF (XTR).
APRT and XTR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. APRT is an actively managed fund by Allianz. It was launched on May 28, 2020. XTR is a passively managed fund by Global X that tracks the performance of the Cboe S&P 500 Tail Risk Index. It was launched on Aug 25, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APRT or XTR.
Correlation
The correlation between APRT and XTR is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
APRT vs. XTR - Performance Comparison
Key characteristics
APRT:
1.84
XTR:
1.83
APRT:
2.51
XTR:
2.52
APRT:
1.37
XTR:
1.33
APRT:
2.62
XTR:
3.04
APRT:
12.09
XTR:
10.80
APRT:
1.28%
XTR:
2.01%
APRT:
8.41%
XTR:
11.93%
APRT:
-13.91%
XTR:
-20.83%
APRT:
-1.03%
XTR:
-1.81%
Returns By Period
The year-to-date returns for both investments are quite close, with APRT having a 1.86% return and XTR slightly higher at 1.91%.
APRT
1.86%
0.74%
8.57%
15.21%
N/A
N/A
XTR
1.91%
0.36%
8.80%
21.24%
N/A
N/A
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APRT vs. XTR - Expense Ratio Comparison
APRT has a 0.74% expense ratio, which is higher than XTR's 0.60% expense ratio.
Risk-Adjusted Performance
APRT vs. XTR — Risk-Adjusted Performance Rank
APRT
XTR
APRT vs. XTR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AllianzIM U.S. Large Cap Buffer10 Apr ETF (APRT) and Global X S&P 500 Tail Risk ETF (XTR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
APRT vs. XTR - Dividend Comparison
APRT has not paid dividends to shareholders, while XTR's dividend yield for the trailing twelve months is around 20.50%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
APRT AllianzIM U.S. Large Cap Buffer10 Apr ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.67% |
XTR Global X S&P 500 Tail Risk ETF | 20.50% | 20.89% | 1.09% | 1.09% | 2.32% | 0.00% |
Drawdowns
APRT vs. XTR - Drawdown Comparison
The maximum APRT drawdown since its inception was -13.91%, smaller than the maximum XTR drawdown of -20.83%. Use the drawdown chart below to compare losses from any high point for APRT and XTR. For additional features, visit the drawdowns tool.
Volatility
APRT vs. XTR - Volatility Comparison
The current volatility for AllianzIM U.S. Large Cap Buffer10 Apr ETF (APRT) is 2.91%, while Global X S&P 500 Tail Risk ETF (XTR) has a volatility of 3.90%. This indicates that APRT experiences smaller price fluctuations and is considered to be less risky than XTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.