VRAI vs. XLRE
Compare and contrast key facts about Virtus Real Asset Income ETF (VRAI) and Real Estate Select Sector SPDR Fund (XLRE).
VRAI and XLRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VRAI is a passively managed fund by Virtus Investment Partners that tracks the performance of the Indxx Real Asset Income Index. It was launched on Feb 7, 2019. 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. Both VRAI and XLRE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRAI or XLRE.
Correlation
The correlation between VRAI and XLRE is 0.67, 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
VRAI vs. XLRE - Performance Comparison
Key characteristics
VRAI:
0.99
XLRE:
0.81
VRAI:
1.38
XLRE:
1.17
VRAI:
1.17
XLRE:
1.15
VRAI:
0.70
XLRE:
0.51
VRAI:
4.03
XLRE:
2.67
VRAI:
2.96%
XLRE:
4.86%
VRAI:
12.08%
XLRE:
16.02%
VRAI:
-47.51%
XLRE:
-38.83%
VRAI:
-6.38%
XLRE:
-9.44%
Returns By Period
In the year-to-date period, VRAI achieves a 5.40% return, which is significantly higher than XLRE's 3.98% return.
VRAI
5.40%
1.24%
2.55%
12.85%
4.25%
N/A
XLRE
3.98%
2.95%
1.78%
14.33%
3.62%
N/A
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VRAI vs. XLRE - Expense Ratio Comparison
VRAI has a 0.55% expense ratio, which is higher than XLRE's 0.13% expense ratio.
Risk-Adjusted Performance
VRAI vs. XLRE — Risk-Adjusted Performance Rank
VRAI
XLRE
VRAI vs. XLRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Real Asset Income ETF (VRAI) 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
VRAI vs. XLRE - Dividend Comparison
VRAI's dividend yield for the trailing twelve months is around 6.76%, more than XLRE's 3.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
VRAI Virtus Real Asset Income ETF | 6.76% | 7.13% | 5.02% | 4.48% | 3.34% | 3.91% | 2.80% | 0.00% | 0.00% | 0.00% | 0.00% |
XLRE Real Estate Select Sector SPDR Fund | 3.30% | 3.43% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% |
Drawdowns
VRAI vs. XLRE - Drawdown Comparison
The maximum VRAI drawdown since its inception was -47.51%, which is greater than XLRE's maximum drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for VRAI and XLRE. For additional features, visit the drawdowns tool.
Volatility
VRAI vs. XLRE - Volatility Comparison
The current volatility for Virtus Real Asset Income ETF (VRAI) is 3.39%, while Real Estate Select Sector SPDR Fund (XLRE) has a volatility of 4.22%. This indicates that VRAI experiences smaller price fluctuations and is considered to be less risky than XLRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.