RSPR vs. DFREX
Compare and contrast key facts about Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) and DFA Real Estate Securities Portfolio Class I (DFREX).
RSPR is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Real Estate - SEC. It was launched on Aug 12, 2015. DFREX is managed by Dimensional Fund Advisors LP. It was launched on Jan 5, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSPR or DFREX.
Correlation
The correlation between RSPR and DFREX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
RSPR vs. DFREX - Performance Comparison
Key characteristics
RSPR:
0.41
DFREX:
0.24
RSPR:
0.66
DFREX:
0.43
RSPR:
1.08
DFREX:
1.05
RSPR:
0.28
DFREX:
0.16
RSPR:
1.68
DFREX:
0.83
RSPR:
3.91%
DFREX:
4.73%
RSPR:
15.99%
DFREX:
16.05%
RSPR:
-41.96%
DFREX:
-74.36%
RSPR:
-10.12%
DFREX:
-13.26%
Returns By Period
RSPR
7.83%
-8.89%
8.88%
7.83%
5.54%
N/A
DFREX
0.00%
-9.33%
6.13%
3.91%
3.48%
5.41%
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RSPR vs. DFREX - Expense Ratio Comparison
RSPR has a 0.40% expense ratio, which is higher than DFREX's 0.18% expense ratio.
Risk-Adjusted Performance
RSPR vs. DFREX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) and DFA Real Estate Securities Portfolio Class I (DFREX). 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
RSPR vs. DFREX - Dividend Comparison
RSPR's dividend yield for the trailing twelve months is around 2.60%, more than DFREX's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 2.60% | 2.91% | 3.14% | 2.56% | 3.82% | 2.97% | 3.02% | 3.01% | 2.06% | 1.03% | 0.00% |
DFREX DFA Real Estate Securities Portfolio Class I | 1.32% | 3.17% | 2.60% | 1.59% | 3.22% | 2.09% | 4.88% | 2.98% | 3.16% | 2.86% | 2.60% |
Drawdowns
RSPR vs. DFREX - Drawdown Comparison
The maximum RSPR drawdown since its inception was -41.96%, smaller than the maximum DFREX drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for RSPR and DFREX. For additional features, visit the drawdowns tool.
Volatility
RSPR vs. DFREX - Volatility Comparison
Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) and DFA Real Estate Securities Portfolio Class I (DFREX) have volatilities of 5.79% and 5.74%, 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.