SRU-UN.TO vs. XEQT.TO
Compare and contrast key facts about SmartCentres Real Estate Investment Trust (SRU-UN.TO) and iShares Core Equity ETF Portfolio (XEQT.TO).
XEQT.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Aug 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRU-UN.TO or XEQT.TO.
Key characteristics
| SRU-UN.TO | XEQT.TO | |
|---|---|---|
| YTD Return | 14.86% | 16.89% |
| 1Y Return | 21.94% | 23.64% |
| 3Y Return (Ann) | 2.91% | 7.67% |
| 5Y Return (Ann) | 3.52% | 11.20% |
| Sharpe Ratio | 1.07 | 2.28 |
| Daily Std Dev | 19.26% | 9.99% |
| Max Drawdown | -90.51% | -29.74% |
| Current Drawdown | -2.50% | -0.19% |
Correlation
The correlation between SRU-UN.TO and XEQT.TO 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
SRU-UN.TO vs. XEQT.TO - Performance Comparison
In the year-to-date period, SRU-UN.TO achieves a 14.86% return, which is significantly lower than XEQT.TO's 16.89% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SRU-UN.TO vs. XEQT.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SmartCentres Real Estate Investment Trust (SRU-UN.TO) and iShares Core Equity ETF Portfolio (XEQT.TO). 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
SRU-UN.TO vs. XEQT.TO - Dividend Comparison
SRU-UN.TO's dividend yield for the trailing twelve months is around 6.82%, more than XEQT.TO's 1.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRU-UN.TO SmartCentres Real Estate Investment Trust | 6.82% | 7.43% | 6.91% | 5.75% | 8.02% | 5.81% | 5.72% | 5.54% | 5.15% | 5.34% | 6.15% | 6.15% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.89% | 2.09% | 2.14% | 1.65% | 1.68% | 1.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SRU-UN.TO vs. XEQT.TO - Drawdown Comparison
The maximum SRU-UN.TO drawdown since its inception was -90.51%, which is greater than XEQT.TO's maximum drawdown of -29.74%. Use the drawdown chart below to compare losses from any high point for SRU-UN.TO and XEQT.TO. For additional features, visit the drawdowns tool.
Volatility
SRU-UN.TO vs. XEQT.TO - Volatility Comparison
SmartCentres Real Estate Investment Trust (SRU-UN.TO) has a higher volatility of 5.77% compared to iShares Core Equity ETF Portfolio (XEQT.TO) at 3.82%. This indicates that SRU-UN.TO's price experiences larger fluctuations and is considered to be riskier than XEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.