TRREX vs. USXF
Compare and contrast key facts about T. Rowe Price Real Estate Fund (TRREX) and iShares ESG Advanced MSCI USA ETF (USXF).
TRREX is managed by T. Rowe Price. It was launched on Oct 31, 1997. USXF is a passively managed fund by iShares that tracks the performance of the MSCI USA Choice ESG Screened Index. It was launched on Jun 16, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRREX or USXF.
Correlation
The correlation between TRREX and USXF is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
TRREX vs. USXF - Performance Comparison
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Key characteristics
TRREX:
10.76%
USXF:
13.13%
TRREX:
-1.21%
USXF:
-0.77%
TRREX:
-0.52%
USXF:
-0.08%
Returns By Period
TRREX
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USXF
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TRREX vs. USXF - Expense Ratio Comparison
TRREX has a 0.77% expense ratio, which is higher than USXF's 0.10% expense ratio.
Risk-Adjusted Performance
TRREX vs. USXF — Risk-Adjusted Performance Rank
TRREX
USXF
TRREX vs. USXF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Real Estate Fund (TRREX) and iShares ESG Advanced MSCI USA ETF (USXF). 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
TRREX vs. USXF - Dividend Comparison
TRREX's dividend yield for the trailing twelve months is around 2.38%, while USXF has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRREX T. Rowe Price Real Estate Fund | 2.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USXF iShares ESG Advanced MSCI USA ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TRREX vs. USXF - Drawdown Comparison
The maximum TRREX drawdown since its inception was -1.21%, which is greater than USXF's maximum drawdown of -0.77%. Use the drawdown chart below to compare losses from any high point for TRREX and USXF. For additional features, visit the drawdowns tool.
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Volatility
TRREX vs. USXF - Volatility Comparison
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