XHB vs. SREZX
XHB (SPDR S&P Homebuilders ETF) and SREZX (PGIM Select Real Estate Fund) are both funds - XHB is a Building & Construction fund tracking the S&P Homebuilders Select Industry Index, while SREZX is a REIT fund managed by PGIM. Over the past 10 years, XHB returned 12.21%/yr vs 6.77%/yr for SREZX. Their 0.59 correlation means they have sometimes moved together and sometimes differently. XHB charges 0.35%/yr vs 1.01%/yr for SREZX.
Performance
XHB vs. SREZX - Performance Comparison
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Returns By Period
In the year-to-date period, XHB achieves a 1.01% return, which is significantly lower than SREZX's 16.05% return. Over the past 10 years, XHB has outperformed SREZX with an annualized return of 12.21%, while SREZX has yielded a comparatively lower 6.77% annualized return.
XHB
- 1D
- -0.79%
- 1M
- -7.88%
- 6M
- -4.06%
- YTD
- 1.01%
- 1Y
- 0.45%
- 3Y*
- 7.59%
- 5Y*
- 7.43%
- 10Y*
- 12.21%
- ALL TIME*
- 5.06%
SREZX
- 1D
- -0.06%
- 1M
- 2.42%
- 6M
- 11.53%
- YTD
- 16.05%
- 1Y
- 20.69%
- 3Y*
- 11.85%
- 5Y*
- 3.77%
- 10Y*
- 6.77%
- ALL TIME*
- 7.06%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $247.88M | $253.08M | $291.07M |
XHB vs. SREZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XHB SPDR S&P Homebuilders ETF | 1.01% | -0.69% | 9.87% | 60.10% | -28.93% | 49.70% | 27.97% | 41.30% | -25.73% | 31.80% |
SREZX PGIM Select Real Estate Fund | 16.05% | 7.31% | 6.58% | 13.02% | -26.16% | 28.83% | 3.63% | 30.87% | -4.12% | 10.38% |
Correlation
The correlation between XHB and SREZX is 0.55, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.55 |
Correlation (3Y) Balances recent behavior with more history. | 0.63 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.65 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.59 |
Correlation (All Time) Calculated using the full available price history since Aug 4, 2014 | 0.59 |
The correlation between XHB and SREZX has been stable across timeframes, ranging from 0.55 to 0.65 - a consistent structural relationship.
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Return for Risk
XHB vs. SREZX — Risk / Return Rank
XHB
SREZX
XHB vs. SREZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Homebuilders ETF (XHB) and PGIM Select Real Estate Fund (SREZX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XHB | SREZX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.47 | ||
| Sortino ratioReturn per unit of downside risk | -1.81 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.28 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.11 | 2.00 | -1.89 |
| Martin ratioReturn relative to average drawdown | 0.21 | 6.95 | -6.74 |
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Drawdowns
XHB vs. SREZX - Drawdown Comparison
The maximum XHB drawdown since its inception was -81.61%, which is greater than SREZX's maximum drawdown of -39.13%. Use the drawdown chart below to compare losses from any high point for XHB and SREZX.
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Drawdown Indicators
| XHB | SREZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.61% | -39.13% | -42.48% |
Max Drawdown (1Y)Largest decline over 1 year | -21.71% | -9.60% | -12.11% |
Max Drawdown (3Y)Largest decline over 3 years | -30.53% | -18.15% | -12.38% |
Max Drawdown (5Y)Largest decline over 5 years | -39.46% | -34.10% | -5.36% |
Max Drawdown (10Y)Largest decline over 10 years | -49.57% | -39.13% | -10.44% |
Current DrawdownCurrent decline from peak | -16.36% | -0.57% | -15.79% |
Average DrawdownAverage peak-to-trough decline | -27.48% | -7.69% | -19.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.08% | 2.76% | +8.32% |
Volatility
XHB vs. SREZX - Volatility Comparison
SPDR S&P Homebuilders ETF (XHB) has a higher volatility of 7.68% compared to PGIM Select Real Estate Fund (SREZX) at 3.36%. This indicates that XHB's price experiences larger fluctuations and is considered to be riskier than SREZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XHB | SREZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.68% | 3.36% | +4.32% |
Volatility (6M)Calculated over the trailing 6-month period | 21.65% | 9.97% | +11.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.26% | 12.48% | +15.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.00% | 16.41% | +11.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.59% | 17.31% | +10.28% |
XHB vs. SREZX - Expense Ratio Comparison
XHB has a 0.35% expense ratio, which is lower than SREZX's 1.01% expense ratio.
Dividends
XHB vs. SREZX - Dividend Comparison
XHB's dividend yield for the trailing twelve months is around 0.63%, less than SREZX's 2.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SREZX PGIM Select Real Estate Fund | 2.09% | 2.50% | 2.55% | 2.81% | 1.59% | 4.54% | 2.12% | 3.41% | 4.58% | 1.36% | 4.15% | 6.11% |
XHB SPDR S&P Homebuilders ETF | 0.63% | 0.78% | 0.59% | 0.77% | 1.06% | 0.51% | 0.73% | 0.89% | 1.25% | 0.72% | 0.67% | 0.50% |
Frequently Asked Questions
XHB and SREZX have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XHB has higher volatility (7.68%) compared to SREZX (3.36%). In terms of maximum drawdown, XHB dropped -81.61% vs SREZX's -39.13%.
SREZX currently has the higher Sharpe Ratio (1.55 vs 0.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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