Real Estate Competition
| XLRE Etf | USD 42.84 0.59 1.40% |
Real Estate vs Vanguard Industrials Correlation
Poor diversification
The correlation between The Real Estate and VIS is 0.75 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding The Real Estate and VIS in the same portfolio, assuming nothing else is changed.
Moving together with Real Etf
| 0.99 | VNQ | Vanguard Real Estate | PairCorr |
| 0.99 | IYR | iShares Real Estate | PairCorr |
| 0.99 | ICF | iShares Cohen Steers Low Volatility | PairCorr |
Moving against Real Etf
Real Estate Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Real Estate and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of Real and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Real Estate does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Real Estate Constituents Risk-Adjusted Indicators
There is a big difference between Real Etf performing well and Real Estate ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Real Estate's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| SCHH | 0.56 | 0.08 | (0.01) | (1.98) | 0.64 | 1.52 | 3.28 | |||
| SPYD | 0.63 | 0.15 | 0.19 | 0.34 | 0.23 | 1.39 | 3.40 | |||
| CGUS | 0.60 | (0.04) | (0.06) | 0.04 | 0.83 | 1.22 | 3.90 | |||
| BUFR | 0.28 | 0.00 | (0.12) | 0.08 | 0.33 | 0.63 | 1.85 | |||
| FDN | 0.87 | (0.23) | 0.00 | (0.21) | 0.00 | 1.60 | 5.66 | |||
| VCR | 0.84 | (0.02) | 0.00 | (0.20) | 0.00 | 1.81 | 5.00 | |||
| SPLV | 0.44 | 0.07 | 0.01 | 0.32 | 0.35 | 1.06 | 2.40 | |||
| SSO | 1.12 | (0.08) | (0.02) | 0.03 | 1.54 | 2.26 | 7.20 | |||
| EWY | 1.54 | 0.35 | 0.23 | 0.48 | 1.23 | 4.22 | 8.41 | |||
| VIS | 0.82 | 0.10 | 0.11 | 0.18 | 0.81 | 1.74 | 4.10 |
Real Estate Competitive Analysis
The better you understand Real Estate competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Real Estate's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Real Estate's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Real Estate Competition Performance Charts
Five steps to successful analysis of Real Estate Competition
Real Estate's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Real Estate in relation to its competition. Real Estate's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Real Estate in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Real Estate's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Real Estate, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your Real Estate position
In addition to having Real Estate in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Moderate Funds Thematic Idea Now
Moderate Funds
Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. The Moderate Funds theme has 41 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Moderate Funds Theme or any other thematic opportunities.
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Check out Real Estate Correlation with its peers. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
Understanding Real Estate requires distinguishing between market price and book value, where the latter reflects Real's accounting equity. The concept of intrinsic value - what Real Estate's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Market sentiment, economic cycles, and investor behavior can push Real Estate's price substantially above or below its fundamental value.
Please note, there is a significant difference between Real Estate's value and its price as these two are different measures arrived at by different means. Investors typically determine if Real Estate is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. In contrast, Real Estate's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.