RAAX vs. XLRE
Compare and contrast key facts about VanEck Inflation Allocation ETF (RAAX) and Real Estate Select Sector SPDR Fund (XLRE).
RAAX and XLRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RAAX is an actively managed fund by VanEck. It was launched on Apr 9, 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RAAX or XLRE.
Correlation
The correlation between RAAX and XLRE is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
RAAX vs. XLRE - Performance Comparison
Key characteristics
RAAX:
1.70
XLRE:
0.93
RAAX:
2.31
XLRE:
1.32
RAAX:
1.29
XLRE:
1.17
RAAX:
2.16
XLRE:
0.58
RAAX:
8.83
XLRE:
3.07
RAAX:
2.38%
XLRE:
4.87%
RAAX:
12.34%
XLRE:
16.03%
RAAX:
-33.91%
XLRE:
-38.83%
RAAX:
0.00%
XLRE:
-8.81%
Returns By Period
In the year-to-date period, RAAX achieves a 7.05% return, which is significantly higher than XLRE's 4.70% return.
RAAX
7.05%
1.37%
10.72%
21.77%
7.59%
N/A
XLRE
4.70%
1.79%
1.86%
14.28%
3.76%
N/A
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RAAX vs. XLRE - Expense Ratio Comparison
RAAX has a 0.78% expense ratio, which is higher than XLRE's 0.13% expense ratio.
Risk-Adjusted Performance
RAAX vs. XLRE — Risk-Adjusted Performance Rank
RAAX
XLRE
RAAX vs. XLRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Inflation Allocation ETF (RAAX) 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
RAAX vs. XLRE - Dividend Comparison
RAAX's dividend yield for the trailing twelve months is around 1.79%, less than XLRE's 3.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
RAAX VanEck Inflation Allocation ETF | 1.79% | 1.92% | 3.66% | 1.52% | 8.72% | 6.27% | 2.37% | 0.56% | 0.00% | 0.00% | 0.00% |
XLRE Real Estate Select Sector SPDR Fund | 3.28% | 3.43% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% |
Drawdowns
RAAX vs. XLRE - Drawdown Comparison
The maximum RAAX drawdown since its inception was -33.91%, smaller than the maximum XLRE drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for RAAX and XLRE. For additional features, visit the drawdowns tool.
Volatility
RAAX vs. XLRE - Volatility Comparison
The current volatility for VanEck Inflation Allocation ETF (RAAX) is 3.16%, while Real Estate Select Sector SPDR Fund (XLRE) has a volatility of 3.89%. This indicates that RAAX 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.