PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
EWRE vs. INDS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between EWRE and INDS is 0.77, 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.


-0.50.00.51.00.8

Performance

EWRE vs. INDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500® Equal Weight Real Estate ETF (EWRE) and Pacer Benchmark Industrial Real Estate SCTR ETF (INDS). The values are adjusted to include any dividend payments, if applicable.

-15.00%-10.00%-5.00%0.00%5.00%AugustSeptemberOctoberNovemberDecember20250
-11.87%
EWRE
INDS

Key characteristics

Returns By Period


EWRE

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

INDS

YTD

0.55%

1M

1.64%

6M

-11.87%

1Y

-7.85%

5Y*

3.04%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


EWRE vs. INDS - Expense Ratio Comparison

EWRE has a 0.40% expense ratio, which is lower than INDS's 0.60% expense ratio.


INDS
Pacer Benchmark Industrial Real Estate SCTR ETF
Expense ratio chart for INDS: current value at 0.60% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.60%
Expense ratio chart for EWRE: current value at 0.40% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.40%

Risk-Adjusted Performance

EWRE vs. INDS — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EWRE
The Risk-Adjusted Performance Rank of EWRE is 6565
Overall Rank
The Sharpe Ratio Rank of EWRE is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of EWRE is 6262
Sortino Ratio Rank
The Omega Ratio Rank of EWRE is 9696
Omega Ratio Rank
The Calmar Ratio Rank of EWRE is 2424
Calmar Ratio Rank
The Martin Ratio Rank of EWRE is 9595
Martin Ratio Rank

INDS
The Risk-Adjusted Performance Rank of INDS is 33
Overall Rank
The Sharpe Ratio Rank of INDS is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of INDS is 33
Sortino Ratio Rank
The Omega Ratio Rank of INDS is 33
Omega Ratio Rank
The Calmar Ratio Rank of INDS is 33
Calmar Ratio Rank
The Martin Ratio Rank of INDS is 33
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EWRE vs. INDS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500® Equal Weight Real Estate ETF (EWRE) and Pacer Benchmark Industrial Real Estate SCTR ETF (INDS). 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.


Sharpe ratio
The chart of Sharpe ratio for EWRE, currently valued at 0.36, compared to the broader market0.002.004.000.36-0.43
The chart of Sortino ratio for EWRE, currently valued at 0.64, compared to the broader market0.005.0010.000.64-0.49
The chart of Omega ratio for EWRE, currently valued at 1.36, compared to the broader market0.501.001.502.002.503.003.501.360.94
The chart of Calmar ratio for EWRE, currently valued at 0.04, compared to the broader market0.005.0010.0015.0020.000.04-0.23
The chart of Martin ratio for EWRE, currently valued at 3.23, compared to the broader market0.0020.0040.0060.0080.00100.003.23-0.92
EWRE
INDS


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.00AugustSeptemberOctoberNovemberDecember2025
0.36
-0.43
EWRE
INDS

Dividends

EWRE vs. INDS - Dividend Comparison

EWRE has not paid dividends to shareholders, while INDS's dividend yield for the trailing twelve months is around 3.73%.


TTM2024202320222021202020192018201720162015
EWRE
Invesco S&P 500® Equal Weight Real Estate ETF
1.49%1.49%2.91%3.07%2.56%3.82%2.55%3.02%2.17%2.01%1.03%
INDS
Pacer Benchmark Industrial Real Estate SCTR ETF
3.73%3.75%3.11%2.14%1.24%1.68%2.26%1.81%0.00%0.00%0.00%

Drawdowns

EWRE vs. INDS - Drawdown Comparison


-30.00%-25.00%-20.00%-15.00%AugustSeptemberOctoberNovemberDecember2025
-21.18%
-30.75%
EWRE
INDS

Volatility

EWRE vs. INDS - Volatility Comparison

The current volatility for Invesco S&P 500® Equal Weight Real Estate ETF (EWRE) is 0.00%, while Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) has a volatility of 6.42%. This indicates that EWRE experiences smaller price fluctuations and is considered to be less risky than INDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%AugustSeptemberOctoberNovemberDecember20250
6.42%
EWRE
INDS
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab