Correlation
The correlation between PSR 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.
PSR vs. XLRE
Compare and contrast key facts about Invesco Active U.S. Real Estate Fund (PSR) and Real Estate Select Sector SPDR Fund (XLRE).
PSR and XLRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PSR is an actively managed fund by Invesco. It was launched on Nov 20, 2008. 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: PSR or XLRE.
Performance
PSR vs. XLRE - Performance Comparison
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Key characteristics
PSR:
0.78
XLRE:
0.88
PSR:
1.19
XLRE:
1.30
PSR:
1.15
XLRE:
1.17
PSR:
0.53
XLRE:
0.70
PSR:
2.56
XLRE:
2.94
PSR:
5.55%
XLRE:
5.55%
PSR:
17.74%
XLRE:
18.13%
PSR:
-42.31%
XLRE:
-38.83%
PSR:
-15.65%
XLRE:
-10.06%
Returns By Period
In the year-to-date period, PSR achieves a 2.69% return, which is significantly lower than XLRE's 3.26% return.
PSR
2.69%
0.99%
-5.66%
11.21%
-0.91%
5.98%
5.31%
XLRE
3.26%
0.75%
-5.67%
13.48%
1.57%
7.32%
N/A
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PSR vs. XLRE - Expense Ratio Comparison
PSR has a 0.35% expense ratio, which is higher than XLRE's 0.13% expense ratio.
Risk-Adjusted Performance
PSR vs. XLRE — Risk-Adjusted Performance Rank
PSR
XLRE
PSR vs. XLRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Active U.S. Real Estate Fund (PSR) 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
PSR vs. XLRE - Dividend Comparison
PSR's dividend yield for the trailing twelve months is around 2.86%, less than XLRE's 3.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSR Invesco Active U.S. Real Estate Fund | 2.86% | 3.06% | 2.93% | 2.95% | 2.12% | 3.09% | 2.55% | 2.64% | 0.14% | 3.60% | 2.03% | 1.24% |
XLRE Real Estate Select Sector SPDR Fund | 3.34% | 3.43% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% | 0.00% |
Drawdowns
PSR vs. XLRE - Drawdown Comparison
The maximum PSR drawdown since its inception was -42.31%, which is greater than XLRE's maximum drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for PSR and XLRE.
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Volatility
PSR vs. XLRE - Volatility Comparison
The current volatility for Invesco Active U.S. Real Estate Fund (PSR) is 4.44%, while Real Estate Select Sector SPDR Fund (XLRE) has a volatility of 4.72%. This indicates that PSR 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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