VGSIX vs. XLRE
Compare and contrast key facts about Vanguard Real Estate Index Fund (VGSIX) and Real Estate Select Sector SPDR Fund (XLRE).
VGSIX is managed by Vanguard. It was launched on May 13, 1996. XLRE is a passively managed fund by State Street that tracks the performance of the Real Estate Select Sector Index. It was launched on Oct 7, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGSIX or XLRE.
Correlation
The correlation between VGSIX and XLRE is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VGSIX vs. XLRE - Performance Comparison
Key characteristics
VGSIX:
0.34
XLRE:
0.36
VGSIX:
0.56
XLRE:
0.58
VGSIX:
1.07
XLRE:
1.07
VGSIX:
0.21
XLRE:
0.23
VGSIX:
1.19
XLRE:
1.33
VGSIX:
4.62%
XLRE:
4.35%
VGSIX:
16.01%
XLRE:
16.15%
VGSIX:
-73.13%
XLRE:
-38.83%
VGSIX:
-14.50%
XLRE:
-13.64%
Returns By Period
In the year-to-date period, VGSIX achieves a 3.94% return, which is significantly lower than XLRE's 4.21% return.
VGSIX
3.94%
-5.48%
8.42%
4.71%
2.92%
4.82%
XLRE
4.21%
-6.00%
7.75%
5.05%
4.55%
N/A
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VGSIX vs. XLRE - Expense Ratio Comparison
VGSIX has a 0.26% expense ratio, which is higher than XLRE's 0.13% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VGSIX vs. XLRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund (VGSIX) and Real Estate Select Sector SPDR Fund (XLRE). 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
VGSIX vs. XLRE - Dividend Comparison
VGSIX's dividend yield for the trailing twelve months is around 3.94%, more than XLRE's 2.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSIX Vanguard Real Estate Index Fund | 2.77% | 3.82% | 3.75% | 2.44% | 3.78% | 3.24% | 4.58% | 4.09% | 4.67% | 3.78% | 3.47% | 4.16% |
XLRE Real Estate Select Sector SPDR Fund | 2.36% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% | 0.00% | 0.00% |
Drawdowns
VGSIX vs. XLRE - Drawdown Comparison
The maximum VGSIX drawdown since its inception was -73.13%, which is greater than XLRE's maximum drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for VGSIX and XLRE. For additional features, visit the drawdowns tool.
Volatility
VGSIX vs. XLRE - Volatility Comparison
Vanguard Real Estate Index Fund (VGSIX) and Real Estate Select Sector SPDR Fund (XLRE) have volatilities of 5.11% and 5.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.