SRS vs. ARCC
Compare and contrast key facts about ProShares UltraShort Real Estate (SRS) and Ares Capital Corporation (ARCC).
SRS is a passively managed fund by ProShares that tracks the performance of the Dow Jones U.S. Real Estate Index (-200%). It was launched on Jan 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRS or ARCC.
Correlation
The correlation between SRS and ARCC is 0.58, 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
SRS vs. ARCC - Performance Comparison
Key characteristics
SRS:
-0.68
ARCC:
0.51
SRS:
-0.86
ARCC:
0.84
SRS:
0.90
ARCC:
1.13
SRS:
-0.25
ARCC:
0.56
SRS:
-1.02
ARCC:
2.28
SRS:
24.35%
ARCC:
4.58%
SRS:
36.69%
ARCC:
20.49%
SRS:
-99.96%
ARCC:
-79.40%
SRS:
-99.95%
ARCC:
-10.71%
Returns By Period
In the year-to-date period, SRS achieves a -6.21% return, which is significantly lower than ARCC's -2.87% return. Over the past 10 years, SRS has underperformed ARCC with an annualized return of -18.38%, while ARCC has yielded a comparatively higher 12.71% annualized return.
SRS
-6.21%
-17.17%
1.45%
-23.39%
-19.60%
-18.38%
ARCC
-2.87%
7.64%
1.56%
9.44%
19.84%
12.71%
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Risk-Adjusted Performance
SRS vs. ARCC — Risk-Adjusted Performance Rank
SRS
ARCC
SRS vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares UltraShort Real Estate (SRS) and Ares Capital Corporation (ARCC). 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
SRS vs. ARCC - Dividend Comparison
SRS's dividend yield for the trailing twelve months is around 6.49%, less than ARCC's 9.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRS ProShares UltraShort Real Estate | 6.49% | 6.06% | 4.48% | 0.30% | 0.00% | 0.19% | 1.81% | 0.47% | 0.00% | 0.00% | 0.00% | 0.00% |
ARCC Ares Capital Corporation | 9.24% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% |
Drawdowns
SRS vs. ARCC - Drawdown Comparison
The maximum SRS drawdown since its inception was -99.96%, which is greater than ARCC's maximum drawdown of -79.40%. Use the drawdown chart below to compare losses from any high point for SRS and ARCC. For additional features, visit the drawdowns tool.
Volatility
SRS vs. ARCC - Volatility Comparison
ProShares UltraShort Real Estate (SRS) has a higher volatility of 16.53% compared to Ares Capital Corporation (ARCC) at 13.07%. This indicates that SRS's price experiences larger fluctuations and is considered to be riskier than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.