XDER.L vs. VGSIX
Compare and contrast key facts about Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C (XDER.L) and Vanguard Real Estate Index Fund (VGSIX).
XDER.L is a passively managed fund by Xtrackers that tracks the performance of the FTSE EPRA Nareit Developed Europe TR EUR. It was launched on Mar 25, 2010. VGSIX is managed by Vanguard. It was launched on May 13, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XDER.L or VGSIX.
Key characteristics
| XDER.L | VGSIX | |
|---|---|---|
| YTD Return | 4.45% | 13.36% |
| 1Y Return | 25.38% | 26.74% |
| 3Y Return (Ann) | -6.88% | 1.05% |
| 5Y Return (Ann) | -2.35% | 4.73% |
| 10Y Return (Ann) | 3.54% | 6.98% |
| Sharpe Ratio | 1.07 | 1.41 |
| Daily Std Dev | 20.90% | 18.56% |
| Max Drawdown | -45.20% | -73.13% |
| Current Drawdown | -24.13% | -6.75% |
Correlation
The correlation between XDER.L and VGSIX is 0.34, 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
XDER.L vs. VGSIX - Performance Comparison
In the year-to-date period, XDER.L achieves a 4.45% return, which is significantly lower than VGSIX's 13.36% return. Over the past 10 years, XDER.L has underperformed VGSIX with an annualized return of 3.54%, while VGSIX has yielded a comparatively higher 6.98% annualized 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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XDER.L vs. VGSIX - Expense Ratio Comparison
XDER.L has a 0.33% expense ratio, which is higher than VGSIX's 0.26% expense ratio.
Risk-Adjusted Performance
XDER.L vs. VGSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C (XDER.L) and Vanguard Real Estate Index Fund (VGSIX). 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
XDER.L vs. VGSIX - Dividend Comparison
XDER.L has not paid dividends to shareholders, while VGSIX's dividend yield for the trailing twelve months is around 3.50%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XDER.L Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGSIX Vanguard Real Estate Index Fund | 3.50% | 3.82% | 3.75% | 2.43% | 3.78% | 3.24% | 4.59% | 4.09% | 4.67% | 3.78% | 3.47% | 4.16% |
Drawdowns
XDER.L vs. VGSIX - Drawdown Comparison
The maximum XDER.L drawdown since its inception was -45.20%, smaller than the maximum VGSIX drawdown of -73.13%. Use the drawdown chart below to compare losses from any high point for XDER.L and VGSIX. For additional features, visit the drawdowns tool.
Volatility
XDER.L vs. VGSIX - Volatility Comparison
Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C (XDER.L) has a higher volatility of 5.25% compared to Vanguard Real Estate Index Fund (VGSIX) at 3.12%. This indicates that XDER.L's price experiences larger fluctuations and is considered to be riskier than VGSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.