INDS vs. XLRE
Compare and contrast key facts about Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) and Real Estate Select Sector SPDR Fund (XLRE).
INDS and XLRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INDS is a passively managed fund by Pacer Advisors that tracks the performance of the Benchmark Industrial Real Estate SCTR Index. It was launched on May 14, 2018. 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 INDS 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: INDS or XLRE.
Key characteristics
| INDS | XLRE | |
|---|---|---|
| YTD Return | -12.76% | -7.69% |
| 1Y Return | -5.74% | 4.13% |
| 3Y Return (Ann) | -2.48% | -1.66% |
| 5Y Return (Ann) | 6.43% | 3.60% |
| Sharpe Ratio | -0.29 | 0.19 |
| Daily Std Dev | 19.60% | 18.45% |
| Max Drawdown | -40.44% | -38.83% |
| Current Drawdown | -31.18% | -23.50% |
Correlation
The correlation between INDS and XLRE is 0.86, 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.
Performance
INDS vs. XLRE - Performance Comparison
In the year-to-date period, INDS achieves a -12.76% return, which is significantly lower than XLRE's -7.69% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
INDS vs. XLRE - Expense Ratio Comparison
INDS has a 0.60% expense ratio, which is higher than XLRE's 0.13% expense ratio.
Risk-Adjusted Performance
INDS vs. XLRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) 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.
Dividends
INDS vs. XLRE - Dividend Comparison
INDS's dividend yield for the trailing twelve months is around 4.32%, more than XLRE's 3.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
INDS Pacer Benchmark Industrial Real Estate SCTR ETF | 4.32% | 3.11% | 2.16% | 1.24% | 1.68% | 2.26% | 1.81% | 0.00% | 0.00% | 0.00% |
XLRE Real Estate Select Sector SPDR Fund | 3.63% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% |
Drawdowns
INDS vs. XLRE - Drawdown Comparison
The maximum INDS drawdown since its inception was -40.44%, roughly equal to the maximum XLRE drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for INDS and XLRE. For additional features, visit the drawdowns tool.
Volatility
INDS vs. XLRE - Volatility Comparison
Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) and Real Estate Select Sector SPDR Fund (XLRE) have volatilities of 6.43% and 6.16%, 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.