GREZX vs. AIQ
Compare and contrast key facts about GuideStone Funds Global Real Estate Securities Fund (GREZX) and Global X Artificial Intelligence & Technology ETF (AIQ).
GREZX is managed by GuideStone Funds. It was launched on Dec 28, 2006. AIQ is a passively managed fund by Global X that tracks the performance of the Indxx Artificial Intelligence & Big Data Index. It was launched on May 11, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GREZX or AIQ.
Key characteristics
| GREZX | AIQ | |
|---|---|---|
| YTD Return | 9.82% | 20.35% |
| 1Y Return | 30.70% | 43.53% |
| 3Y Return (Ann) | -1.94% | 6.06% |
| 5Y Return (Ann) | 1.94% | 18.32% |
| Sharpe Ratio | 2.18 | 2.36 |
| Sortino Ratio | 3.20 | 3.03 |
| Omega Ratio | 1.40 | 1.41 |
| Calmar Ratio | 1.04 | 2.09 |
| Martin Ratio | 9.89 | 12.31 |
| Ulcer Index | 3.28% | 3.60% |
| Daily Std Dev | 14.89% | 18.82% |
| Max Drawdown | -77.41% | -44.66% |
| Current Drawdown | -9.97% | -1.60% |
Correlation
The correlation between GREZX and AIQ is 0.53, 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.
Performance
GREZX vs. AIQ - Performance Comparison
In the year-to-date period, GREZX achieves a 9.82% return, which is significantly lower than AIQ's 20.35% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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GREZX vs. AIQ - Expense Ratio Comparison
GREZX has a 1.12% expense ratio, which is higher than AIQ's 0.68% expense ratio.
Risk-Adjusted Performance
GREZX vs. AIQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Global Real Estate Securities Fund (GREZX) and Global X Artificial Intelligence & Technology ETF (AIQ). 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
GREZX vs. AIQ - Dividend Comparison
GREZX's dividend yield for the trailing twelve months is around 2.80%, more than AIQ's 0.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GREZX GuideStone Funds Global Real Estate Securities Fund | 2.80% | 2.59% | 3.02% | 6.08% | 2.36% | 7.49% | 4.39% | 3.94% | 7.81% | 8.41% | 5.92% | 14.77% |
AIQ Global X Artificial Intelligence & Technology ETF | 0.16% | 0.16% | 0.56% | 0.15% | 0.50% | 0.51% | 0.51% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GREZX vs. AIQ - Drawdown Comparison
The maximum GREZX drawdown since its inception was -77.41%, which is greater than AIQ's maximum drawdown of -44.66%. Use the drawdown chart below to compare losses from any high point for GREZX and AIQ. For additional features, visit the drawdowns tool.
Volatility
GREZX vs. AIQ - Volatility Comparison
The current volatility for GuideStone Funds Global Real Estate Securities Fund (GREZX) is 3.22%, while Global X Artificial Intelligence & Technology ETF (AIQ) has a volatility of 3.74%. This indicates that GREZX experiences smaller price fluctuations and is considered to be less risky than AIQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.