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 0.51, 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.
Performance
RAAX vs. XLRE - Performance Comparison
Key characteristics
RAAX:
0.90
XLRE:
0.82
RAAX:
1.30
XLRE:
1.21
RAAX:
1.18
XLRE:
1.16
RAAX:
1.16
XLRE:
0.61
RAAX:
4.81
XLRE:
2.88
RAAX:
2.79%
XLRE:
5.18%
RAAX:
14.89%
XLRE:
18.23%
RAAX:
-33.91%
XLRE:
-38.83%
RAAX:
-2.40%
XLRE:
-12.65%
Returns By Period
In the year-to-date period, RAAX achieves a 6.47% return, which is significantly higher than XLRE's 0.29% return.
RAAX
6.47%
-0.57%
3.33%
12.21%
14.15%
N/A
XLRE
0.29%
-2.17%
-6.45%
15.03%
7.10%
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 1.80%, less than XLRE's 3.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
RAAX VanEck Inflation Allocation ETF | 1.80% | 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 | 3.44% | 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
VanEck Inflation Allocation ETF (RAAX) and Real Estate Select Sector SPDR Fund (XLRE) have volatilities of 9.81% and 10.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.