Correlation
The correlation between RESGX and HAUZ 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.
RESGX vs. HAUZ
Compare and contrast key facts about Glenmede Responsible ESG U.S. Equity Portfolio (RESGX) and Xtrackers International Real Estate ETF (HAUZ).
RESGX is managed by Glenmede. It was launched on Dec 22, 2015. HAUZ is a passively managed fund by DWS that tracks the performance of the iSTOXX Developed and Emerging Markets ex USA PK VN Real Estate Index. It was launched on Oct 1, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RESGX or HAUZ.
Performance
RESGX vs. HAUZ - Performance Comparison
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Key characteristics
RESGX:
-0.26
HAUZ:
0.65
RESGX:
-0.27
HAUZ:
0.98
RESGX:
0.96
HAUZ:
1.12
RESGX:
-0.19
HAUZ:
0.36
RESGX:
-0.57
HAUZ:
1.14
RESGX:
12.08%
HAUZ:
8.64%
RESGX:
22.01%
HAUZ:
15.76%
RESGX:
-37.80%
HAUZ:
-39.51%
RESGX:
-25.59%
HAUZ:
-15.04%
Returns By Period
In the year-to-date period, RESGX achieves a -3.22% return, which is significantly lower than HAUZ's 12.38% return.
RESGX
-3.22%
4.09%
-17.88%
-7.16%
-3.23%
3.24%
N/A
HAUZ
12.38%
2.68%
6.21%
9.73%
-0.03%
3.11%
1.55%
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RESGX vs. HAUZ - Expense Ratio Comparison
RESGX has a 0.85% expense ratio, which is higher than HAUZ's 0.10% expense ratio.
Risk-Adjusted Performance
RESGX vs. HAUZ — Risk-Adjusted Performance Rank
RESGX
HAUZ
RESGX vs. HAUZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Glenmede Responsible ESG U.S. Equity Portfolio (RESGX) and Xtrackers International Real Estate ETF (HAUZ). 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
RESGX vs. HAUZ - Dividend Comparison
RESGX's dividend yield for the trailing twelve months is around 14.04%, more than HAUZ's 4.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RESGX Glenmede Responsible ESG U.S. Equity Portfolio | 14.04% | 13.66% | 9.08% | 8.18% | 9.98% | 0.82% | 1.40% | 5.09% | 0.94% | 0.72% | 0.00% | 0.00% |
HAUZ Xtrackers International Real Estate ETF | 4.01% | 4.50% | 3.50% | 1.99% | 4.84% | 3.37% | 3.69% | 1.93% | 2.59% | 2.18% | 9.42% | 4.98% |
Drawdowns
RESGX vs. HAUZ - Drawdown Comparison
The maximum RESGX drawdown since its inception was -37.80%, roughly equal to the maximum HAUZ drawdown of -39.51%. Use the drawdown chart below to compare losses from any high point for RESGX and HAUZ.
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Volatility
RESGX vs. HAUZ - Volatility Comparison
Glenmede Responsible ESG U.S. Equity Portfolio (RESGX) has a higher volatility of 5.09% compared to Xtrackers International Real Estate ETF (HAUZ) at 3.34%. This indicates that RESGX's price experiences larger fluctuations and is considered to be riskier than HAUZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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