Correlation
The correlation between SREZX and XHB 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.
SREZX vs. XHB
Compare and contrast key facts about PGIM Select Real Estate Fund (SREZX) and SPDR S&P Homebuilders ETF (XHB).
SREZX is managed by PGIM Investments. It was launched on Jul 31, 2014. XHB is a passively managed fund by State Street that tracks the performance of the S&P Homebuilders Select Industry Index. It was launched on Jan 31, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SREZX or XHB.
Performance
SREZX vs. XHB - Performance Comparison
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Key characteristics
SREZX:
0.78
XHB:
-0.30
SREZX:
1.16
XHB:
-0.24
SREZX:
1.16
XHB:
0.97
SREZX:
0.63
XHB:
-0.28
SREZX:
2.12
XHB:
-0.60
SREZX:
6.00%
XHB:
13.97%
SREZX:
16.02%
XHB:
28.66%
SREZX:
-39.13%
XHB:
-81.61%
SREZX:
-7.59%
XHB:
-24.55%
Returns By Period
In the year-to-date period, SREZX achieves a 3.89% return, which is significantly higher than XHB's -9.51% return. Over the past 10 years, SREZX has underperformed XHB with an annualized return of 6.49%, while XHB has yielded a comparatively higher 10.99% annualized return.
SREZX
3.89%
2.60%
-3.75%
10.89%
2.51%
6.83%
6.49%
XHB
-9.51%
-0.97%
-22.92%
-9.82%
15.77%
18.43%
10.99%
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SREZX vs. XHB - Expense Ratio Comparison
SREZX has a 1.01% expense ratio, which is higher than XHB's 0.35% expense ratio.
Risk-Adjusted Performance
SREZX vs. XHB — Risk-Adjusted Performance Rank
SREZX
XHB
SREZX vs. XHB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Select Real Estate Fund (SREZX) and SPDR S&P Homebuilders ETF (XHB). 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
SREZX vs. XHB - Dividend Comparison
SREZX's dividend yield for the trailing twelve months is around 2.41%, more than XHB's 0.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SREZX PGIM Select Real Estate Fund | 2.41% | 2.55% | 2.80% | 1.59% | 4.54% | 2.13% | 5.80% | 4.58% | 2.26% | 4.14% | 6.11% | 0.83% |
XHB SPDR S&P Homebuilders ETF | 0.81% | 0.59% | 0.77% | 1.06% | 0.51% | 0.73% | 0.89% | 1.25% | 0.72% | 0.67% | 0.50% | 0.78% |
Drawdowns
SREZX vs. XHB - Drawdown Comparison
The maximum SREZX drawdown since its inception was -39.13%, smaller than the maximum XHB drawdown of -81.61%. Use the drawdown chart below to compare losses from any high point for SREZX and XHB.
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Volatility
SREZX vs. XHB - Volatility Comparison
The current volatility for PGIM Select Real Estate Fund (SREZX) is 4.04%, while SPDR S&P Homebuilders ETF (XHB) has a volatility of 8.39%. This indicates that SREZX experiences smaller price fluctuations and is considered to be less risky than XHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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