Compare iShares S&P/TSX Capped REIT Index ETF (XRE) vs Global X Equal Weight Canadian Banks Index Corporate Class ETF (HEWB) to find the best fit for your portfolio. XRE provides Real Estate exposures, while HEWB is primarily weighted in Financials. When evaluating costs, XRE features a management fee (MER) of 0.55%, compared to 0.28% for HEWB. Performance-wise, XRE has returned 13.32% year-to-date with -$13 M in net flows, whereas HEWB is at 25.61% with +$14 M. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.
NAV Performance and Flows
Key Data
| AuM | $1,172.91 M | $318.84 M |
| Management Fees | 0.55% | 0.28% |
| Exp. ratio | 0.60% | 0.28% |
| Tracking Difference | -0.72% | -0.78% |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | XRE | +4.42% | +11.14% | +13.32% | +13.57% | +20.93% |
HEWB | +8.55% | +22.80% | +25.61% | +68.06% | +143.27% | |
| Flows | XRE | -$28 M | -$29 M | -$13 M | -$454 M | +$110 M |
HEWB | +$2 M | +$10 M | +$14 M | +$11 M | +$16 M |
XRE vs HEWB exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
| Provider | iShares | Global X |
| Management | Passively managed | Passively managed |
| Benchmark | S&P/TSX Capped REIT Total Return Index - CAD | Solactive Equal Weight Canada Banks GTR Index - CAD |
| Replication Method | Direct (Physical) | Direct (Physical) |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Capitalization |
| Trailing 12m distribution yield | 4.34% | 0.00% |
| Meets ESG criteria | No | No |
| Inception Date | October 17, 2002 | January 23, 2019 |
Frequently asked questions about XRE and HEWB
Which ETF has performed better year to date: XRE or HEWB?
Which ETF is larger by assets under management: XRE or HEWB?
How are XRE and HEWB managed?
What sectors do XRE and HEWB emphasize?
Which ETF is attracting more investor flows: XRE or HEWB?
How do the fees of XRE and HEWB compare?
What are the top holdings of XRE and HEWB?
Which ETF is more diversified: XRE or HEWB?
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