Correlation
The correlation between ICF and XLRE is 0.55, 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.
ICF vs. XLRE
Compare and contrast key facts about iShares Cohen & Steers REIT ETF (ICF) and Real Estate Select Sector SPDR Fund (XLRE).
ICF and XLRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ICF is a passively managed fund by iShares that tracks the performance of the Cohen & Steers Realty Majors Index. It was launched on Jan 29, 2001. XLRE is a passively managed fund by State Street that tracks the performance of the Real Estate Select Sector Index. It was launched on Oct 7, 2015. Both ICF and XLRE 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: ICF or XLRE.
Performance
ICF vs. XLRE - Performance Comparison
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Key characteristics
ICF:
0.69
XLRE:
0.70
ICF:
0.78
XLRE:
0.81
ICF:
1.10
XLRE:
1.10
ICF:
0.36
XLRE:
0.40
ICF:
1.50
XLRE:
1.68
ICF:
5.88%
XLRE:
5.50%
ICF:
18.10%
XLRE:
18.21%
ICF:
-76.73%
XLRE:
-38.83%
ICF:
-13.91%
XLRE:
-12.41%
Returns By Period
In the year-to-date period, ICF achieves a 0.27% return, which is significantly lower than XLRE's 0.56% return.
ICF
0.27%
0.80%
-7.28%
12.17%
0.67%
7.47%
5.38%
XLRE
0.56%
0.27%
-7.48%
12.59%
1.30%
8.00%
N/A
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ICF vs. XLRE - Expense Ratio Comparison
ICF has a 0.34% expense ratio, which is higher than XLRE's 0.13% expense ratio.
Risk-Adjusted Performance
ICF vs. XLRE — Risk-Adjusted Performance Rank
ICF
XLRE
ICF vs. XLRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Cohen & Steers REIT ETF (ICF) 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.
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Dividends
ICF vs. XLRE - Dividend Comparison
ICF's dividend yield for the trailing twelve months is around 2.66%, less than XLRE's 3.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ICF iShares Cohen & Steers REIT ETF | 2.66% | 2.66% | 2.76% | 2.64% | 1.82% | 2.38% | 2.55% | 3.20% | 3.10% | 4.32% | 3.30% | 3.00% |
XLRE Real Estate Select Sector SPDR Fund | 3.43% | 3.43% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% | 0.00% |
Drawdowns
ICF vs. XLRE - Drawdown Comparison
The maximum ICF drawdown since its inception was -76.73%, which is greater than XLRE's maximum drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for ICF and XLRE.
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Volatility
ICF vs. XLRE - Volatility Comparison
iShares Cohen & Steers REIT ETF (ICF) and Real Estate Select Sector SPDR Fund (XLRE) have volatilities of 4.54% and 4.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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