In the year-to-date period, XLRE achieves a -3.82% return, which is significantly higher than VNQ's -4.41% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
XLRE
VNQ
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XLRE has a 0.13% 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%.
XLRE vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Real Estate Select Sector SPDR Fund (XLRE) 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.
The current XLRE Sharpe Ratio is 0.41, which roughly equals the VNQ Sharpe Ratio of 0.34. The chart below compares the 12-month rolling Sharpe Ratio of XLRE and VNQ.
XLRE
VNQ
Dividends
XLRE vs. VNQ - Dividend Comparison
XLRE's dividend yield for the trailing twelve months is around 3.49%, less than VNQ's 4.13% yield.
The maximum XLRE drawdown since its inception was -38.83%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for XLRE and VNQ. For additional features, visit the drawdowns tool.
XLRE
VNQ
Volatility
XLRE vs. VNQ - Volatility Comparison
Real Estate Select Sector SPDR Fund (XLRE) has a higher volatility of 4.99% compared to Vanguard Real Estate ETF (VNQ) at 4.68%. This indicates that XLRE's price experiences larger fluctuations and is considered to be riskier than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
VNQ - Performance Comparison. In the year-to-date period, XLRE achieves a -3.54% return, which is significantly higher than VNQ's -4.40% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
XLRE has a dividend yield of 3.47% and paid $1.33 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Mar 18, 2024.
XLE - Performance Comparison. In the year-to-date period, VDE achieves a 8.09% return, which is significantly higher than XLE's 7.64% return. Over the past 10 years, VDE has underperformed XLE with an annualized return of 2.34%, while XLE has yielded a comparatively higher 2.95% annualized return.
VNQ - Performance Comparison. In the year-to-date period, XLRE achieves a -3.29% return, which is significantly higher than VNQ's -4.12% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
The better Vanguard ETF for their needs is likely VYM, which delivers a higher 2.9% 30-day SEC yield by targeting the FTSE High Dividend Yield Index. It also charges the same expense ratio as VIG does, at 0.06%.
However, REITs are not risk-free: they may have highly inconsistent, variable returns; are sensitive to interest rate changes are liable to income taxes may not be liquid, and can be dramatically affected by fees.
There are three key reasons to invest in listed REITs right now, starting with the fact that REITs have outperformed stocks and bonds when yields and growth move lower. Demand is healthy while supply is constrained, and REIT valuations relative to the broader equity market are meaningfully below the historical median.
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