SFREX vs. REET
Compare and contrast key facts about Schwab Fundamental Global Real Estate Index Fund (SFREX) and iShares Global REIT ETF (REET).
SFREX is managed by Charles Schwab. It was launched on Oct 21, 2014. REET is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Global REIT Index. It was launched on Jul 8, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFREX or REET.
Correlation
The correlation between SFREX and REET is 0.64, 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
SFREX vs. REET - Performance Comparison
Key characteristics
SFREX:
0.81
REET:
0.68
SFREX:
1.24
REET:
1.02
SFREX:
1.16
REET:
1.13
SFREX:
0.53
REET:
0.49
SFREX:
1.59
REET:
1.93
SFREX:
8.85%
REET:
5.88%
SFREX:
17.48%
REET:
16.86%
SFREX:
-41.98%
REET:
-44.59%
SFREX:
-15.70%
REET:
-13.36%
Returns By Period
In the year-to-date period, SFREX achieves a 2.24% return, which is significantly higher than REET's 0.85% return. Over the past 10 years, SFREX has underperformed REET with an annualized return of 1.90%, while REET has yielded a comparatively higher 3.18% annualized return.
SFREX
2.24%
0.00%
-5.55%
13.29%
3.73%
1.90%
REET
0.85%
-0.33%
-5.72%
11.81%
6.32%
3.18%
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SFREX vs. REET - Expense Ratio Comparison
SFREX has a 0.39% expense ratio, which is higher than REET's 0.14% expense ratio.
Risk-Adjusted Performance
SFREX vs. REET — Risk-Adjusted Performance Rank
SFREX
REET
SFREX vs. REET - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental Global Real Estate Index Fund (SFREX) and iShares Global REIT ETF (REET). 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
SFREX vs. REET - Dividend Comparison
SFREX's dividend yield for the trailing twelve months is around 3.68%, more than REET's 3.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFREX Schwab Fundamental Global Real Estate Index Fund | 3.68% | 3.74% | 3.55% | 2.89% | 2.92% | 3.30% | 3.87% | 4.24% | 3.29% | 4.21% | 2.73% | 1.10% |
REET iShares Global REIT ETF | 3.59% | 3.64% | 3.27% | 2.43% | 3.18% | 2.65% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% | 2.11% |
Drawdowns
SFREX vs. REET - Drawdown Comparison
The maximum SFREX drawdown since its inception was -41.98%, smaller than the maximum REET drawdown of -44.59%. Use the drawdown chart below to compare losses from any high point for SFREX and REET. For additional features, visit the drawdowns tool.
Volatility
SFREX vs. REET - Volatility Comparison
The current volatility for Schwab Fundamental Global Real Estate Index Fund (SFREX) is 8.66%, while iShares Global REIT ETF (REET) has a volatility of 10.08%. This indicates that SFREX experiences smaller price fluctuations and is considered to be less risky than REET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.