XLRE vs. ICF - ETF Comparison
XLRE - Real Estate Select Sector SPDR Fund
The Real Estate Select Sector SPDR Fund is an exchange-traded fund that tracks the S&P Real Estate Select Sector Index, providing investors with diversified exposure to the US real estate sector. The fund holds a portfolio of 33 stocks, with a focus on broad-based real estate companies, and is managed by State Street with a market capitalization-weighted approach.
ICF - iShares Cohen & Steers REIT ETF
The iShares Cohen & Steers REIT ETF provides exposure to the US real estate sector, offering a diversified portfolio of mid and large-cap REITs. The fund tracks the S&P Cohen & Steers US Realty Majors Portfolio Index, which includes a range of real estate investment trusts. REITs can provide a regular income stream and indirect exposure to real estate prices, making them an attractive option for investors seeking diversification and income generation.
| XLRE | ICF | |
|---|---|---|
| Fund Name | Real Estate Select Sector SPDR Fund | iShares Cohen & Steers REIT ETF |
| Fund Provider | State Street | BlackRock |
| Index | S&P Real Estate Select Sector | S&P Cohen & Steers US Realty Majors Portfolio Index |
| Asset Class | Real Estate | Real Estate |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.09% | 0.33% |
| Inception Date | 2015-10-07 | 2001-01-29 |
| Number Of Holdings | 33 | 31 |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Blend |
| Sector | Real Estate | Real Estate |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.