BREIX vs. XLRE
Compare and contrast key facts about Baron Real Estate Fund (BREIX) and Real Estate Select Sector SPDR Fund (XLRE).
BREIX is managed by Baron Capital Group, Inc.. It was launched on Dec 31, 2009. XLRE is a passively managed fund by State Street that tracks the performance of the Real Estate Select Sector Index. It was launched on Oct 7, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BREIX or XLRE.
Correlation
The correlation between BREIX and XLRE is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BREIX vs. XLRE - Performance Comparison
Key characteristics
BREIX:
1.00
XLRE:
0.62
BREIX:
1.42
XLRE:
0.94
BREIX:
1.18
XLRE:
1.12
BREIX:
0.92
XLRE:
0.40
BREIX:
3.50
XLRE:
2.28
BREIX:
5.21%
XLRE:
4.49%
BREIX:
18.32%
XLRE:
16.38%
BREIX:
-42.73%
XLRE:
-38.83%
BREIX:
-6.44%
XLRE:
-12.03%
Returns By Period
In the year-to-date period, BREIX achieves a 1.35% return, which is significantly higher than XLRE's 1.01% return.
BREIX
1.35%
3.86%
8.89%
15.86%
8.34%
4.81%
XLRE
1.01%
1.87%
3.22%
10.94%
4.20%
N/A
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BREIX vs. XLRE - Expense Ratio Comparison
BREIX has a 1.05% expense ratio, which is higher than XLRE's 0.13% expense ratio.
Risk-Adjusted Performance
BREIX vs. XLRE — Risk-Adjusted Performance Rank
BREIX
XLRE
BREIX vs. XLRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Real Estate Fund (BREIX) and Real Estate Select Sector SPDR Fund (XLRE). 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. XLRE - Dividend Comparison
BREIX's dividend yield for the trailing twelve months is around 0.39%, less than XLRE's 3.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BREIX Baron Real Estate Fund | 0.39% | 0.40% | 0.43% | 0.08% | 0.00% | 0.05% | 0.42% | 0.34% | 0.00% | 0.28% | 0.04% | 0.33% |
XLRE Real Estate Select Sector SPDR Fund | 3.40% | 3.43% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% | 0.00% |
Drawdowns
BREIX vs. XLRE - Drawdown Comparison
The maximum BREIX drawdown since its inception was -42.73%, which is greater than XLRE's maximum drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for BREIX and XLRE. For additional features, visit the drawdowns tool.
Volatility
BREIX vs. XLRE - Volatility Comparison
Baron Real Estate Fund (BREIX) has a higher volatility of 7.34% compared to Real Estate Select Sector SPDR Fund (XLRE) at 6.72%. This indicates that BREIX's price experiences larger fluctuations and is considered to be riskier than XLRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.