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GRN vs. XLRE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GRN vs. XLRE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iPath Series B Carbon ETN (GRN) and Real Estate Select Sector SPDR Fund (XLRE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GRN achieves a -8.60% return, which is significantly lower than XLRE's 8.56% return.


GRN

1D
-0.42%
1M
8.55%
YTD
-8.60%
6M
-4.48%
1Y
9.03%
3Y*
0.39%
5Y*
9.52%
10Y*

XLRE

1D
0.05%
1M
-1.29%
YTD
8.56%
6M
7.82%
1Y
8.12%
3Y*
9.43%
5Y*
2.86%
10Y*
6.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GRN vs. XLRE - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
GRN
iPath Series B Carbon ETN
-8.60%20.33%-7.34%-2.99%-0.07%147.21%30.47%-8.41%
XLRE
Real Estate Select Sector SPDR Fund
8.56%2.63%5.09%12.36%-26.25%46.10%-2.18%1.11%

Correlation

The correlation between GRN and XLRE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.13

Correlation (3Y)
Calculated over the trailing 3-year period

0.01

Correlation (5Y)
Calculated over the trailing 5-year period

0.04

Correlation (All Time)
Calculated using the full available price history since Sep 11, 2019

0.09

The correlation between GRN and XLRE shifts across timeframes, from 0.01 (3 years) to 0.13 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

GRN vs. XLRE — Risk / Return Rank

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

GRN
GRN Risk / Return Rank: 1313
Overall Rank
GRN Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
GRN Sortino Ratio Rank: 1313
Sortino Ratio Rank
GRN Omega Ratio Rank: 1414
Omega Ratio Rank
GRN Calmar Ratio Rank: 1212
Calmar Ratio Rank
GRN Martin Ratio Rank: 1313
Martin Ratio Rank

XLRE
XLRE Risk / Return Rank: 1919
Overall Rank
XLRE Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
XLRE Sortino Ratio Rank: 1717
Sortino Ratio Rank
XLRE Omega Ratio Rank: 1717
Omega Ratio Rank
XLRE Calmar Ratio Rank: 2121
Calmar Ratio Rank
XLRE Martin Ratio Rank: 2222
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.

GRN vs. XLRE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iPath Series B Carbon ETN (GRN) and Real Estate Select Sector SPDR Fund (XLRE). 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.


GRNXLREDifference

Sharpe ratio

Return per unit of total volatility

0.33

0.61

-0.28

Sortino ratio

Return per unit of downside risk

0.61

0.90

-0.29

Omega ratio

Gain probability vs. loss probability

1.08

1.11

-0.03

Calmar ratio

Return relative to maximum drawdown

0.30

0.98

-0.68

Martin ratio

Return relative to average drawdown

0.77

2.69

-1.93

GRN vs. XLRE - Sharpe Ratio Comparison

The current GRN Sharpe Ratio is 0.33, which is lower than the XLRE Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of GRN and XLRE, 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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Sharpe Ratios by Period


GRNXLREDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.33

0.61

-0.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.24

0.15

+0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.35

+0.07

Drawdowns

GRN vs. XLRE - Drawdown Comparison

The maximum GRN drawdown since its inception was -47.96%, which is greater than XLRE's maximum drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for GRN and XLRE.


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Drawdown Indicators


GRNXLREDifference

Max Drawdown

Largest peak-to-trough decline

-47.96%

-38.83%

-9.13%

Max Drawdown (1Y)

Largest decline over 1 year

-30.39%

-8.33%

-22.06%

Max Drawdown (3Y)

Largest decline over 3 years

-45.30%

-16.74%

-28.56%

Max Drawdown (5Y)

Largest decline over 5 years

-47.96%

-34.12%

-13.84%

Max Drawdown (10Y)

Largest decline over 10 years

-38.83%

Current Drawdown

Current decline from peak

-19.73%

-2.98%

-16.75%

Average Drawdown

Average peak-to-trough decline

-17.54%

-9.61%

-7.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.83%

3.03%

+8.80%

Volatility

GRN vs. XLRE - Volatility Comparison

iPath Series B Carbon ETN (GRN) has a higher volatility of 6.65% compared to Real Estate Select Sector SPDR Fund (XLRE) at 3.71%. This indicates that GRN's price experiences larger fluctuations and is considered to be riskier than XLRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GRNXLREDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.65%

3.71%

+2.94%

Volatility (6M)

Calculated over the trailing 6-month period

24.47%

9.66%

+14.81%

Volatility (1Y)

Calculated over the trailing 1-year period

27.74%

13.43%

+14.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.82%

19.06%

+20.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.95%

20.40%

+21.55%

GRN vs. XLRE - Expense Ratio Comparison

GRN has a 0.75% expense ratio, which is higher than XLRE's 0.13% expense ratio.


Dividends

GRN vs. XLRE - Dividend Comparison

GRN has not paid dividends to shareholders, while XLRE's dividend yield for the trailing twelve months is around 3.22%.


PositionTTM20252024202320222021202020192018201720162015
GRN
iPath Series B Carbon ETN
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XLRE
Real Estate Select Sector SPDR Fund
3.22%3.45%3.43%3.31%3.70%2.61%3.15%3.06%3.78%3.25%4.22%1.09%

Frequently Asked Questions


GRN and XLRE have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GRN has higher volatility (6.65%) compared to XLRE (3.71%). In terms of maximum drawdown, GRN dropped -47.96% vs XLRE's -38.83%.

On 5-year performance, GRN leads with 9.52% vs 2.86% for XLRE. On fees, XLRE is cheaper at 0.13% per year. On volatility, XLRE has been the lower-risk option at 3.71%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, GRN has performed better with a 9.52% return vs 2.86%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

XLRE is cheaper with a 0.13% expense ratio, compared with 0.75% for GRN.

XLRE has the higher dividend yield at 3.22%, compared with 0.00% for GRN.

GRN is categorized as Commodities, while XLRE is REIT. GRN tracks Barclays Global Carbon II Index, while XLRE tracks Real Estate Select Sector Index. They also come from different issuers: Barclays Capital and State Street. Their fees differ too: 0.75% for GRN and 0.13% for XLRE.

XLRE currently has the higher Sharpe Ratio (0.61 vs 0.33), 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

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