Correlation
The correlation between POSIX and XLRE is 0.57, 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.
POSIX vs. XLRE
Compare and contrast key facts about Principal Global Real Estate Securities Fund (POSIX) and Real Estate Select Sector SPDR Fund (XLRE).
POSIX is managed by Principal. It was launched on Sep 30, 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: POSIX or XLRE.
Performance
POSIX vs. XLRE - Performance Comparison
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Key characteristics
POSIX:
0.76
XLRE:
0.96
POSIX:
1.00
XLRE:
1.25
POSIX:
1.13
XLRE:
1.16
POSIX:
0.41
XLRE:
0.66
POSIX:
1.50
XLRE:
2.80
POSIX:
6.84%
XLRE:
5.54%
POSIX:
15.51%
XLRE:
18.16%
POSIX:
-68.45%
XLRE:
-38.83%
POSIX:
-14.19%
XLRE:
-10.15%
Returns By Period
In the year-to-date period, POSIX achieves a 4.93% return, which is significantly higher than XLRE's 3.16% return.
POSIX
4.93%
2.46%
-2.73%
11.65%
-0.21%
4.75%
3.37%
XLRE
3.16%
1.41%
-6.20%
17.29%
1.08%
7.30%
N/A
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POSIX vs. XLRE - Expense Ratio Comparison
POSIX has a 0.94% expense ratio, which is higher than XLRE's 0.13% expense ratio.
Risk-Adjusted Performance
POSIX vs. XLRE — Risk-Adjusted Performance Rank
POSIX
XLRE
POSIX vs. XLRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Global Real Estate Securities Fund (POSIX) 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
POSIX vs. XLRE - Dividend Comparison
POSIX's dividend yield for the trailing twelve months is around 2.45%, less than XLRE's 3.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSIX Principal Global Real Estate Securities Fund | 2.45% | 2.57% | 2.63% | 1.12% | 2.40% | 1.14% | 6.33% | 3.81% | 4.17% | 3.71% | 4.48% | 3.18% |
XLRE Real Estate Select Sector SPDR Fund | 3.35% | 3.43% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% | 0.00% |
Drawdowns
POSIX vs. XLRE - Drawdown Comparison
The maximum POSIX drawdown since its inception was -68.45%, which is greater than XLRE's maximum drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for POSIX and XLRE.
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Volatility
POSIX vs. XLRE - Volatility Comparison
The current volatility for Principal Global Real Estate Securities Fund (POSIX) is 4.08%, while Real Estate Select Sector SPDR Fund (XLRE) has a volatility of 4.74%. This indicates that POSIX 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.
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