CHPX vs. REZ
CHPX (Global X AI Semiconductor & Quantum ETF) and REZ (iShares Residential and Multisector Real Estate ETF) are both exchange-traded funds - CHPX is a Artificial Intelligence fund tracking the Global X AI Semiconductor & Quantum Index, while REZ is a REIT fund tracking the FTSE NAREIT All Residential Capped Index. Both are passively managed. Their -0.19 correlation means they have often moved in opposite directions in the past. CHPX charges 0.50%/yr vs 0.48%/yr for REZ.
Performance
CHPX vs. REZ - Performance Comparison
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Returns By Period
In the year-to-date period, CHPX achieves a 60.49% return, which is significantly higher than REZ's 16.94% return.
CHPX
- 1D
- 0.65%
- 1M
- -8.69%
- 6M
- 45.81%
- YTD
- 60.49%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
REZ
- 1D
- 0.01%
- 1M
- -1.36%
- 6M
- 15.00%
- YTD
- 16.94%
- 1Y
- 20.55%
- 3Y*
- 12.14%
- 5Y*
- 3.89%
- 10Y*
- 6.74%
- ALL TIME*
- 7.32%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.80M | $5.31M | $11.57M | |
| $3.79M | $3.86M | $3.20M |
CHPX vs. REZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CHPX Global X AI Semiconductor & Quantum ETF | 60.49% | 6.91% |
REZ iShares Residential and Multisector Real Estate ETF | 16.94% | -1.68% |
Correlation
The correlation between CHPX and REZ is -0.19, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 1, 2025 | -0.19 |
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Return for Risk
CHPX vs. REZ — Risk / Return Rank
CHPX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
REZ
CHPX vs. REZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X AI Semiconductor & Quantum ETF (CHPX) and iShares Residential and Multisector Real Estate ETF (REZ). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CHPX | REZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.24 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.43 | — |
| Martin ratioReturn relative to average drawdown | — | 7.59 | — |
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Drawdowns
CHPX vs. REZ - Drawdown Comparison
The maximum CHPX drawdown since its inception was -27.10%, smaller than the maximum REZ drawdown of -66.87%. Use the drawdown chart below to compare losses from any high point for CHPX and REZ.
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Drawdown Indicators
| CHPX | REZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.10% | -66.87% | +39.77% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.76% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -15.28% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.05% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.15% | — |
Current DrawdownCurrent decline from peak | -20.92% | -3.23% | -17.69% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -12.59% | +7.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.80% | — |
Volatility
CHPX vs. REZ - Volatility Comparison
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Volatility by Period
| CHPX | REZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.95% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 12.35% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 44.96% | 15.55% | +29.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.96% | 19.06% | +25.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.96% | 21.62% | +23.34% |
CHPX vs. REZ - Expense Ratio Comparison
CHPX has a 0.50% expense ratio, which is higher than REZ's 0.48% expense ratio.
Dividends
CHPX vs. REZ - Dividend Comparison
CHPX's dividend yield for the trailing twelve months is around 0.04%, less than REZ's 1.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHPX Global X AI Semiconductor & Quantum ETF | 0.04% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
REZ iShares Residential and Multisector Real Estate ETF | 1.96% | 2.74% | 2.26% | 2.94% | 3.37% | 1.81% | 3.17% | 2.90% | 3.63% | 3.57% | 5.55% | 3.18% |
Frequently Asked Questions
CHPX and REZ have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, REZ is cheaper at 0.48% per year. The better choice depends on whether you care most about return, fees, risk, or income.
REZ is cheaper with a 0.48% expense ratio, compared with 0.50% for CHPX.
REZ has the higher dividend yield at 1.96%, compared with 0.04% for CHPX.
CHPX is categorized as Artificial Intelligence, while REZ is REIT. CHPX tracks Global X AI Semiconductor & Quantum Index, while REZ tracks FTSE NAREIT All Residential Capped Index. They also come from different issuers: Global X and iShares. Their fees differ too: 0.50% for CHPX and 0.48% for REZ.
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