XTR vs. APRT
Compare and contrast key facts about Global X S&P 500 Tail Risk ETF (XTR) and AllianzIM U.S. Large Cap Buffer10 Apr ETF (APRT).
XTR and APRT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. APRT is an actively managed fund by Allianz. It was launched on May 28, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XTR or APRT.
Correlation
The correlation between XTR and APRT 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.
Maximize Your Portfolio’s Potential
Does your portfolio have the optimal asset allocation aligned with your goals? Find it out with our portfolio optimizer
Try portfolio optimization nowPerformance
XTR vs. APRT - Performance Comparison
Key characteristics
XTR:
1.33
APRT:
1.51
XTR:
1.85
APRT:
2.07
XTR:
1.24
APRT:
1.29
XTR:
2.17
APRT:
2.24
XTR:
7.49
APRT:
9.94
XTR:
2.07%
APRT:
1.33%
XTR:
11.73%
APRT:
8.76%
XTR:
-20.83%
APRT:
-13.91%
XTR:
-3.06%
APRT:
-2.22%
Returns By Period
In the year-to-date period, XTR achieves a 0.88% return, which is significantly lower than APRT's 1.56% return.
XTR
0.88%
-1.93%
4.35%
14.18%
N/A
N/A
APRT
1.56%
-0.68%
5.30%
13.01%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
XTR vs. APRT - Expense Ratio Comparison
XTR has a 0.60% expense ratio, which is lower than APRT's 0.74% expense ratio.
Risk-Adjusted Performance
XTR vs. APRT — Risk-Adjusted Performance Rank
XTR
APRT
XTR vs. APRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X S&P 500 Tail Risk ETF (XTR) and AllianzIM U.S. Large Cap Buffer10 Apr ETF (APRT). 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
XTR vs. APRT - Dividend Comparison
XTR's dividend yield for the trailing twelve months is around 20.70%, while APRT has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
XTR Global X S&P 500 Tail Risk ETF | 21.02% | 20.89% | 1.09% | 1.09% | 2.32% | 0.00% |
APRT AllianzIM U.S. Large Cap Buffer10 Apr ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.67% |
Drawdowns
XTR vs. APRT - Drawdown Comparison
The maximum XTR drawdown since its inception was -20.83%, which is greater than APRT's maximum drawdown of -13.91%. Use the drawdown chart below to compare losses from any high point for XTR and APRT. For additional features, visit the drawdowns tool.
Volatility
XTR vs. APRT - Volatility Comparison
Global X S&P 500 Tail Risk ETF (XTR) has a higher volatility of 3.66% compared to AllianzIM U.S. Large Cap Buffer10 Apr ETF (APRT) at 2.69%. This indicates that XTR's price experiences larger fluctuations and is considered to be riskier than APRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Recent discussions
Drawdowns and Data
Hi what data sources do you guys use for different ETF, and Mutual Data? Also are drawdowns calculated daily or monthly?
Thank You
Bee Zee
Treynor Black model
guphex
Colors of plots
A lot of the colors used in plotting multiple investments (like the stock comparison graphs) are very close to each other. It's often very difficult to distinguish between them.
Is it possible to change these colors myself? If not, is that a feature in the pipeline?
Thanks
BB