XRES.L vs. HDV
Compare and contrast key facts about Invesco Real Estate S&P US Select Sector UCITS ETF Acc (XRES.L) and iShares Core High Dividend ETF (HDV).
XRES.L and HDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XRES.L is a passively managed fund by Invesco that tracks the performance of the S&P Select Sector Capped 20% Real Estate Index. It was launched on Feb 17, 2016. HDV is a passively managed fund by iShares that tracks the performance of the Morningstar Dividend Yield Focus Index. It was launched on Mar 29, 2011. Both XRES.L and HDV 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: XRES.L or HDV.
Correlation
The correlation between XRES.L and HDV 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
XRES.L vs. HDV - Performance Comparison
Key characteristics
XRES.L:
1.00
HDV:
1.70
XRES.L:
1.43
HDV:
2.42
XRES.L:
1.18
HDV:
1.30
XRES.L:
0.60
HDV:
2.22
XRES.L:
3.22
HDV:
6.67
XRES.L:
4.84%
HDV:
2.57%
XRES.L:
15.79%
HDV:
10.09%
XRES.L:
-37.84%
HDV:
-37.04%
XRES.L:
-11.18%
HDV:
-3.02%
Returns By Period
In the year-to-date period, XRES.L achieves a 4.03% return, which is significantly higher than HDV's 3.75% return.
XRES.L
4.03%
6.87%
2.39%
12.52%
3.23%
N/A
HDV
3.75%
4.07%
3.63%
17.27%
8.07%
8.00%
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XRES.L vs. HDV - Expense Ratio Comparison
XRES.L has a 0.14% expense ratio, which is higher than HDV'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
XRES.L vs. HDV — Risk-Adjusted Performance Rank
XRES.L
HDV
XRES.L vs. HDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Real Estate S&P US Select Sector UCITS ETF Acc (XRES.L) and iShares Core High Dividend ETF (HDV). 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
XRES.L vs. HDV - Dividend Comparison
XRES.L has not paid dividends to shareholders, while HDV's dividend yield for the trailing twelve months is around 3.53%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XRES.L Invesco Real Estate S&P US Select Sector UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HDV iShares Core High Dividend ETF | 3.53% | 3.66% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% | 3.20% |
Drawdowns
XRES.L vs. HDV - Drawdown Comparison
The maximum XRES.L drawdown since its inception was -37.84%, roughly equal to the maximum HDV drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for XRES.L and HDV. For additional features, visit the drawdowns tool.
Volatility
XRES.L vs. HDV - Volatility Comparison
Invesco Real Estate S&P US Select Sector UCITS ETF Acc (XRES.L) and iShares Core High Dividend ETF (HDV) have volatilities of 3.33% and 3.36%, 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.