BRIIX vs. EWRE
Compare and contrast key facts about Baron Real Estate Income Fund (BRIIX) and Invesco S&P 500® Equal Weight Real Estate ETF (EWRE).
BRIIX is managed by Baron Capital Group, Inc.. It was launched on Dec 29, 2017. EWRE is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weight Real Estate Index. It was launched on Aug 13, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRIIX or EWRE.
Correlation
The correlation between BRIIX and EWRE is 0.80, 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
BRIIX vs. EWRE - Performance Comparison
Key characteristics
Returns By Period
BRIIX
-5.35%
-4.27%
-6.74%
19.31%
10.49%
N/A
EWRE
N/A
N/A
N/A
N/A
N/A
N/A
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BRIIX vs. EWRE - Expense Ratio Comparison
BRIIX has a 1.08% expense ratio, which is higher than EWRE's 0.40% expense ratio.
Risk-Adjusted Performance
BRIIX vs. EWRE — Risk-Adjusted Performance Rank
BRIIX
EWRE
BRIIX vs. EWRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Real Estate Income Fund (BRIIX) and Invesco S&P 500® Equal Weight Real Estate ETF (EWRE). 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
BRIIX vs. EWRE - Dividend Comparison
BRIIX's dividend yield for the trailing twelve months is around 1.45%, while EWRE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRIIX Baron Real Estate Income Fund | 1.45% | 1.41% | 1.95% | 1.29% | 1.03% | 0.76% | 1.12% | 3.03% | 0.00% | 0.00% | 0.00% |
EWRE Invesco S&P 500® Equal Weight Real Estate ETF | 0.00% | 1.49% | 2.91% | 3.07% | 2.56% | 3.82% | 2.55% | 3.02% | 2.17% | 2.01% | 1.03% |
Drawdowns
BRIIX vs. EWRE - Drawdown Comparison
Volatility
BRIIX vs. EWRE - Volatility Comparison
Baron Real Estate Income Fund (BRIIX) has a higher volatility of 9.84% compared to Invesco S&P 500® Equal Weight Real Estate ETF (EWRE) at 0.00%. This indicates that BRIIX's price experiences larger fluctuations and is considered to be riskier than EWRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.