JRE vs. XLRE
Compare and contrast key facts about Janus Henderson U.S. Real Estate ETF (JRE) and Real Estate Select Sector SPDR Fund (XLRE).
JRE and XLRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JRE is an actively managed fund by Janus Henderson. It was launched on Jun 22, 2021. 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: JRE or XLRE.
Correlation
The correlation between JRE and XLRE is 0.95, 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
JRE vs. XLRE - Performance Comparison
Key characteristics
JRE:
0.79
XLRE:
0.81
JRE:
1.13
XLRE:
1.17
JRE:
1.15
XLRE:
1.15
JRE:
0.49
XLRE:
0.51
JRE:
2.78
XLRE:
2.67
JRE:
4.32%
XLRE:
4.86%
JRE:
15.26%
XLRE:
16.02%
JRE:
-31.68%
XLRE:
-38.83%
JRE:
-8.57%
XLRE:
-9.44%
Returns By Period
In the year-to-date period, JRE achieves a 2.02% return, which is significantly lower than XLRE's 3.98% return.
JRE
2.02%
3.05%
1.04%
13.18%
N/A
N/A
XLRE
3.98%
2.95%
1.78%
14.33%
3.62%
N/A
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JRE vs. XLRE - Expense Ratio Comparison
JRE has a 0.65% expense ratio, which is higher than XLRE's 0.13% expense ratio.
Risk-Adjusted Performance
JRE vs. XLRE — Risk-Adjusted Performance Rank
JRE
XLRE
JRE vs. XLRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson U.S. Real Estate ETF (JRE) 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
JRE vs. XLRE - Dividend Comparison
JRE's dividend yield for the trailing twelve months is around 2.16%, less than XLRE's 3.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
JRE Janus Henderson U.S. Real Estate ETF | 2.16% | 2.20% | 2.76% | 2.87% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLRE Real Estate Select Sector SPDR Fund | 3.30% | 3.43% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% |
Drawdowns
JRE vs. XLRE - Drawdown Comparison
The maximum JRE drawdown since its inception was -31.68%, smaller than the maximum XLRE drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for JRE and XLRE. For additional features, visit the drawdowns tool.
Volatility
JRE vs. XLRE - Volatility Comparison
Janus Henderson U.S. Real Estate ETF (JRE) has a higher volatility of 4.56% compared to Real Estate Select Sector SPDR Fund (XLRE) at 4.22%. This indicates that JRE'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.