BREIX vs. SSO
Compare and contrast key facts about Baron Real Estate Fund (BREIX) and ProShares Ultra S&P 500 (SSO).
BREIX is managed by Baron Capital Group, Inc.. It was launched on Dec 31, 2009. SSO is a passively managed fund by ProShares that tracks the performance of the S&P 500 Index (200%). It was launched on Jun 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BREIX or SSO.
Correlation
The correlation between BREIX and SSO is 0.83, 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
BREIX vs. SSO - Performance Comparison
Key characteristics
BREIX:
-0.00
SSO:
0.03
BREIX:
0.14
SSO:
0.31
BREIX:
1.02
SSO:
1.05
BREIX:
-0.00
SSO:
0.04
BREIX:
-0.01
SSO:
0.15
BREIX:
6.85%
SSO:
8.46%
BREIX:
20.86%
SSO:
37.62%
BREIX:
-42.73%
SSO:
-84.67%
BREIX:
-18.98%
SSO:
-28.17%
Returns By Period
In the year-to-date period, BREIX achieves a -12.23% return, which is significantly higher than SSO's -22.19% return. Over the past 10 years, BREIX has underperformed SSO with an annualized return of 2.75%, while SSO has yielded a comparatively higher 16.37% annualized return.
BREIX
-12.23%
-7.84%
-16.96%
1.48%
8.66%
2.75%
SSO
-22.19%
-15.34%
-22.53%
3.06%
21.98%
16.37%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BREIX vs. SSO - Expense Ratio Comparison
BREIX has a 1.05% expense ratio, which is higher than SSO's 0.90% expense ratio.
Risk-Adjusted Performance
BREIX vs. SSO — Risk-Adjusted Performance Rank
BREIX
SSO
BREIX vs. SSO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Real Estate Fund (BREIX) and ProShares Ultra S&P 500 (SSO). 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
BREIX vs. SSO - Dividend Comparison
BREIX's dividend yield for the trailing twelve months is around 0.46%, less than SSO's 1.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BREIX Baron Real Estate Fund | 0.46% | 0.40% | 0.43% | 0.08% | 0.00% | 0.05% | 0.42% | 0.34% | 0.00% | 0.28% | 0.04% | 0.33% |
SSO ProShares Ultra S&P 500 | 1.08% | 0.85% | 0.18% | 0.50% | 0.18% | 0.20% | 0.50% | 0.75% | 0.39% | 0.51% | 0.63% | 0.32% |
Drawdowns
BREIX vs. SSO - Drawdown Comparison
The maximum BREIX drawdown since its inception was -42.73%, smaller than the maximum SSO drawdown of -84.67%. Use the drawdown chart below to compare losses from any high point for BREIX and SSO. For additional features, visit the drawdowns tool.
Volatility
BREIX vs. SSO - Volatility Comparison
The current volatility for Baron Real Estate Fund (BREIX) is 11.49%, while ProShares Ultra S&P 500 (SSO) has a volatility of 26.77%. This indicates that BREIX experiences smaller price fluctuations and is considered to be less risky than SSO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.