^DWRSF vs. SPRE
Compare and contrast key facts about Dow Jones U.S. Select Real Estate Securities Index (^DWRSF) and SP Funds S&P Global REIT Sharia ETF (SPRE).
SPRE is a passively managed fund by Toroso Investments that tracks the performance of the S&P Global All Equity REIT Shariah Capped Index. It was launched on Dec 30, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^DWRSF or SPRE.
Correlation
The correlation between ^DWRSF and SPRE is 0.62, 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
^DWRSF vs. SPRE - Performance Comparison
Key characteristics
^DWRSF:
0.67
SPRE:
0.55
^DWRSF:
1.02
SPRE:
0.86
^DWRSF:
1.13
SPRE:
1.11
^DWRSF:
0.42
SPRE:
0.33
^DWRSF:
2.06
SPRE:
1.45
^DWRSF:
5.97%
SPRE:
7.09%
^DWRSF:
18.38%
SPRE:
18.61%
^DWRSF:
-44.52%
SPRE:
-38.34%
^DWRSF:
-20.06%
SPRE:
-22.05%
Returns By Period
In the year-to-date period, ^DWRSF achieves a -1.59% return, which is significantly lower than SPRE's -1.04% return.
^DWRSF
-1.59%
6.71%
-5.16%
9.66%
6.31%
N/A
SPRE
-1.04%
8.39%
-4.35%
7.23%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
^DWRSF vs. SPRE — Risk-Adjusted Performance Rank
^DWRSF
SPRE
^DWRSF vs. SPRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dow Jones U.S. Select Real Estate Securities Index (^DWRSF) and SP Funds S&P Global REIT Sharia ETF (SPRE). 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.
Drawdowns
^DWRSF vs. SPRE - Drawdown Comparison
The maximum ^DWRSF drawdown since its inception was -44.52%, which is greater than SPRE's maximum drawdown of -38.34%. Use the drawdown chart below to compare losses from any high point for ^DWRSF and SPRE. For additional features, visit the drawdowns tool.
Volatility
^DWRSF vs. SPRE - Volatility Comparison
Dow Jones U.S. Select Real Estate Securities Index (^DWRSF) and SP Funds S&P Global REIT Sharia ETF (SPRE) have volatilities of 10.33% and 10.24%, 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.