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GRBK vs. XDIV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GRBK vs. XDIV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Green Brick Partners, Inc. (GRBK) and Roundhill S&P 500 No Dividend Target ETF (XDIV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GRBK achieves a 16.10% return, which is significantly higher than XDIV's 9.11% return.


GRBK

1D
-3.25%
1M
1.91%
6M
-0.94%
YTD
16.10%
1Y
12.16%
3Y*
7.79%
5Y*
27.51%
10Y*
25.70%

XDIV

1D
-1.01%
1M
0.46%
6M
7.68%
YTD
9.11%
1Y
19.58%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GRBK vs. XDIV - Yearly Performance Comparison


2026 (YTD)2025
GRBK
Green Brick Partners, Inc.
16.10%-5.63%
XDIV
Roundhill S&P 500 No Dividend Target ETF
9.11%10.07%

Correlation

The correlation between GRBK and XDIV is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.30

Correlation (All Time)
Calculated using the full available price history since Jul 10, 2025

0.30

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Return for Risk

GRBK vs. XDIV — Risk / Return Rank

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

GRBK
GRBK Risk / Return Rank: 5555
Overall Rank
GRBK Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
GRBK Sortino Ratio Rank: 5454
Sortino Ratio Rank
GRBK Omega Ratio Rank: 5050
Omega Ratio Rank
GRBK Calmar Ratio Rank: 5858
Calmar Ratio Rank
GRBK Martin Ratio Rank: 5656
Martin Ratio Rank

XDIV
XDIV Risk / Return Rank: 5858
Overall Rank
XDIV Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
XDIV Sortino Ratio Rank: 5656
Sortino Ratio Rank
XDIV Omega Ratio Rank: 5656
Omega Ratio Rank
XDIV Calmar Ratio Rank: 5353
Calmar Ratio Rank
XDIV Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GRBK vs. XDIV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Green Brick Partners, Inc. (GRBK) and Roundhill S&P 500 No Dividend Target ETF (XDIV). 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.


GRBKXDIVDifference
Sharpe ratioReturn per unit of total volatility

-1.20

Sortino ratioReturn per unit of downside risk

-1.38

Omega ratioGain probability vs. loss probability

1.09

1.28

-0.19

Calmar ratioReturn relative to maximum drawdown

0.51

2.15

-1.64

Martin ratioReturn relative to average drawdown

0.95

9.42

-8.48

GRBK vs. XDIV - Sharpe Ratio Comparison

The current GRBK Sharpe Ratio is 0.34, which is lower than the XDIV Sharpe Ratio of 1.54. The chart below compares the historical Sharpe Ratios of GRBK and XDIV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

GRBK vs. XDIV - Drawdown Comparison

The maximum GRBK drawdown since its inception was -99.29%, which is greater than XDIV's maximum drawdown of -9.16%. Use the drawdown chart below to compare losses from any high point for GRBK and XDIV.


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Drawdown Indicators


GRBKXDIVDifference

Max Drawdown

Largest peak-to-trough decline

-99.29%

-9.16%

-90.13%

Max Drawdown (1Y)

Largest decline over 1 year

-23.99%

-9.16%

-14.83%

Max Drawdown (3Y)

Largest decline over 3 years

-36.15%

Max Drawdown (5Y)

Largest decline over 5 years

-45.12%

Max Drawdown (10Y)

Largest decline over 10 years

-54.29%

Current Drawdown

Current decline from peak

-67.89%

-2.03%

-65.86%

Average Drawdown

Average peak-to-trough decline

-87.47%

-1.27%

-86.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.88%

2.08%

+10.80%

Volatility

GRBK vs. XDIV - Volatility Comparison

Green Brick Partners, Inc. (GRBK) has a higher volatility of 12.39% compared to Roundhill S&P 500 No Dividend Target ETF (XDIV) at 3.34%. This indicates that GRBK's price experiences larger fluctuations and is considered to be riskier than XDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GRBKXDIVDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.39%

3.34%

+9.05%

Volatility (6M)

Calculated over the trailing 6-month period

25.45%

10.24%

+15.21%

Volatility (1Y)

Calculated over the trailing 1-year period

35.84%

12.75%

+23.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.94%

12.63%

+30.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.65%

12.63%

+31.02%

Dividends

GRBK vs. XDIV - Dividend Comparison

Neither GRBK nor XDIV has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


GRBK and XDIV have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GRBK has higher volatility (12.39%) compared to XDIV (3.34%). In terms of maximum drawdown, GRBK dropped -99.29% vs XDIV's -9.16%.

XDIV currently has the higher Sharpe Ratio (1.54 vs 0.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for GRBK and XDIV

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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