JERIX vs. XLRE
Compare and contrast key facts about Janus Henderson Global Real Estate Fund (JERIX) and Real Estate Select Sector SPDR Fund (XLRE).
JERIX is managed by Janus Henderson. It was launched on Nov 27, 2007. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JERIX or XLRE.
Correlation
The correlation between JERIX and XLRE is 0.84, 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
JERIX vs. XLRE - Performance Comparison
Key characteristics
JERIX:
0.70
XLRE:
0.98
JERIX:
1.03
XLRE:
1.39
JERIX:
1.13
XLRE:
1.18
JERIX:
0.33
XLRE:
0.62
JERIX:
1.82
XLRE:
3.27
JERIX:
5.15%
XLRE:
4.84%
JERIX:
13.45%
XLRE:
16.22%
JERIX:
-65.93%
XLRE:
-38.83%
JERIX:
-19.42%
XLRE:
-9.93%
Returns By Period
In the year-to-date period, JERIX achieves a 2.62% return, which is significantly lower than XLRE's 3.42% return.
JERIX
2.62%
4.55%
-1.20%
6.74%
-1.30%
3.09%
XLRE
3.42%
4.65%
2.27%
12.36%
3.52%
N/A
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JERIX vs. XLRE - Expense Ratio Comparison
JERIX has a 1.03% expense ratio, which is higher than XLRE's 0.13% expense ratio.
Risk-Adjusted Performance
JERIX vs. XLRE — Risk-Adjusted Performance Rank
JERIX
XLRE
JERIX vs. XLRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Real Estate Fund (JERIX) 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
JERIX vs. XLRE - Dividend Comparison
JERIX's dividend yield for the trailing twelve months is around 2.70%, less than XLRE's 3.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JERIX Janus Henderson Global Real Estate Fund | 2.70% | 2.77% | 2.70% | 1.54% | 3.19% | 1.55% | 3.52% | 3.15% | 4.44% | 3.46% | 3.50% | 1.93% |
XLRE Real Estate Select Sector SPDR Fund | 3.32% | 3.43% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% | 0.00% |
Drawdowns
JERIX vs. XLRE - Drawdown Comparison
The maximum JERIX drawdown since its inception was -65.93%, which is greater than XLRE's maximum drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for JERIX and XLRE. For additional features, visit the drawdowns tool.
Volatility
JERIX vs. XLRE - Volatility Comparison
The current volatility for Janus Henderson Global Real Estate Fund (JERIX) is 3.82%, while Real Estate Select Sector SPDR Fund (XLRE) has a volatility of 4.71%. This indicates that JERIX experiences smaller price fluctuations and is considered to be less risky than XLRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.