Correlation
The correlation between EPRA.L and TRET.DE is 0.42, 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.
EPRA.L vs. TRET.DE
Compare and contrast key facts about Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR (EPRA.L) and VanEck Global Real Estate UCITS ETF (TRET.DE).
EPRA.L and TRET.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EPRA.L is a passively managed fund by Amundi that tracks the performance of the FTSE EPRA Nareit Global TR USD. It was launched on Nov 11, 2016. TRET.DE is a passively managed fund by VanEck that tracks the performance of the GPR Global 100. It was launched on Apr 14, 2011. Both EPRA.L and TRET.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPRA.L or TRET.DE.
Performance
EPRA.L vs. TRET.DE - Performance Comparison
Loading data...
Key characteristics
EPRA.L:
0.11
TRET.DE:
0.38
EPRA.L:
0.33
TRET.DE:
0.68
EPRA.L:
1.04
TRET.DE:
1.09
EPRA.L:
0.11
TRET.DE:
0.33
EPRA.L:
0.44
TRET.DE:
1.34
EPRA.L:
5.38%
TRET.DE:
5.19%
EPRA.L:
13.23%
TRET.DE:
15.97%
EPRA.L:
-35.65%
TRET.DE:
-41.75%
EPRA.L:
-15.94%
TRET.DE:
-13.04%
Returns By Period
In the year-to-date period, EPRA.L achieves a -4.61% return, which is significantly lower than TRET.DE's -3.28% return.
EPRA.L
-4.61%
-0.47%
-10.25%
2.38%
-2.08%
3.77%
N/A
TRET.DE
-3.28%
0.27%
-9.82%
6.93%
0.56%
6.93%
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.
EPRA.L vs. TRET.DE - Expense Ratio Comparison
EPRA.L has a 0.10% expense ratio, which is lower than TRET.DE's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
EPRA.L vs. TRET.DE — Risk-Adjusted Performance Rank
EPRA.L
TRET.DE
EPRA.L vs. TRET.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR (EPRA.L) and VanEck Global Real Estate UCITS ETF (TRET.DE). 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.
Loading data...
Dividends
EPRA.L vs. TRET.DE - Dividend Comparison
EPRA.L has not paid dividends to shareholders, while TRET.DE's dividend yield for the trailing twelve months is around 3.80%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
EPRA.L Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TRET.DE VanEck Global Real Estate UCITS ETF | 3.80% | 3.44% | 3.66% | 4.69% | 1.78% | 4.45% | 3.31% |
Drawdowns
EPRA.L vs. TRET.DE - Drawdown Comparison
The maximum EPRA.L drawdown since its inception was -35.65%, smaller than the maximum TRET.DE drawdown of -41.75%. Use the drawdown chart below to compare losses from any high point for EPRA.L and TRET.DE.
Loading data...
Volatility
EPRA.L vs. TRET.DE - Volatility Comparison
The current volatility for Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR (EPRA.L) is 4.00%, while VanEck Global Real Estate UCITS ETF (TRET.DE) has a volatility of 4.32%. This indicates that EPRA.L experiences smaller price fluctuations and is considered to be less risky than TRET.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...