XLRE vs. USRT
Compare and contrast key facts about Real Estate Select Sector SPDR Fund (XLRE) and iShares Core U.S. REIT ETF (USRT).
XLRE and USRT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. USRT is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT Equity REITs Index. It was launched on May 4, 2007. Both XLRE and USRT 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: XLRE or USRT.
Correlation
The correlation between XLRE and USRT 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
XLRE vs. USRT - Performance Comparison
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Key characteristics
XLRE:
9.07%
USRT:
8.74%
XLRE:
-1.24%
USRT:
-0.76%
XLRE:
-0.64%
USRT:
-0.11%
Returns By Period
XLRE
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USRT
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XLRE vs. USRT - Expense Ratio Comparison
XLRE has a 0.13% expense ratio, which is higher than USRT's 0.08% 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
XLRE vs. USRT — Risk-Adjusted Performance Rank
XLRE
USRT
XLRE vs. USRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Real Estate Select Sector SPDR Fund (XLRE) and iShares Core U.S. REIT ETF (USRT). 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
XLRE vs. USRT - Dividend Comparison
XLRE's dividend yield for the trailing twelve months is around 3.35%, more than USRT's 2.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLRE Real Estate Select Sector SPDR Fund | 3.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USRT iShares Core U.S. REIT ETF | 2.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XLRE vs. USRT - Drawdown Comparison
The maximum XLRE drawdown since its inception was -1.24%, which is greater than USRT's maximum drawdown of -0.76%. Use the drawdown chart below to compare losses from any high point for XLRE and USRT. For additional features, visit the drawdowns tool.
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Volatility
XLRE vs. USRT - Volatility Comparison
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