XRES.L vs. VNQ
Compare and contrast key facts about Invesco Real Estate S&P US Select Sector UCITS ETF Acc (XRES.L) and Vanguard Real Estate ETF (VNQ).
XRES.L and VNQ 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. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004. Both XRES.L and VNQ 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 VNQ.
Correlation
The correlation between XRES.L and VNQ is 0.60, 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
XRES.L vs. VNQ - Performance Comparison
Key characteristics
XRES.L:
0.81
VNQ:
0.89
XRES.L:
1.19
VNQ:
1.26
XRES.L:
1.15
VNQ:
1.16
XRES.L:
0.48
VNQ:
0.54
XRES.L:
2.54
VNQ:
3.02
XRES.L:
4.95%
VNQ:
4.65%
XRES.L:
15.47%
VNQ:
15.81%
XRES.L:
-37.84%
VNQ:
-73.07%
XRES.L:
-10.71%
VNQ:
-10.18%
Returns By Period
In the year-to-date period, XRES.L achieves a 4.58% return, which is significantly higher than VNQ's 3.90% return.
XRES.L
4.58%
1.47%
1.34%
13.37%
3.08%
N/A
VNQ
3.90%
1.34%
1.61%
13.61%
2.34%
4.93%
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XRES.L vs. VNQ - Expense Ratio Comparison
XRES.L has a 0.14% expense ratio, which is higher than VNQ's 0.12% 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. VNQ — Risk-Adjusted Performance Rank
XRES.L
VNQ
XRES.L vs. VNQ - 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 Vanguard Real Estate ETF (VNQ). 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. VNQ - Dividend Comparison
XRES.L has not paid dividends to shareholders, while VNQ's dividend yield for the trailing twelve months is around 3.71%.
| 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% |
VNQ Vanguard Real Estate ETF | 3.71% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
XRES.L vs. VNQ - Drawdown Comparison
The maximum XRES.L drawdown since its inception was -37.84%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for XRES.L and VNQ. For additional features, visit the drawdowns tool.
Volatility
XRES.L vs. VNQ - Volatility Comparison
The current volatility for Invesco Real Estate S&P US Select Sector UCITS ETF Acc (XRES.L) is 3.02%, while Vanguard Real Estate ETF (VNQ) has a volatility of 3.50%. This indicates that XRES.L experiences smaller price fluctuations and is considered to be less risky than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.