AMZP vs. XLRI

Last updated Jun 24, 2026

AMZP (Kurv Yield Premium Strategy Amazon AMZN ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - AMZP is a Options Trading fund actively managed by Kurv, while XLRI is a Derivative Income fund actively managed by State Street. Both are actively managed. At a 0.10 correlation, their price movements are largely independent. AMZP charges 0.99%/yr vs 0.35%/yr for XLRI.

Performance

AMZP vs. XLRI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kurv Yield Premium Strategy Amazon AMZN ETF (AMZP) and State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AMZP achieves a -2.19% return, which is significantly lower than XLRI's 6.71% return.

AMZP

• 1D: 0.48%
• 1M: -13.35%
• YTD: -2.19%
• 6M: -2.18%
• 1Y: 11.65%
• 3Y*: —
• 5Y*: —
• 10Y*: —

XLRI

• 1D: 1.31%
• 1M: 1.23%
• YTD: 6.71%
• 6M: 7.39%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AMZP vs. XLRI - Yearly Performance Comparison

	2026 (YTD)	2025
AMZP Kurv Yield Premium Strategy Amazon AMZN ETF	-2.19%	2.64%
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF	6.71%	-0.57%

Correlation

The correlation between AMZP and XLRI is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025	0.10

Return for Risk

AMZP vs. XLRI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMZP

AMZP Risk / Return Rank: 14
AMZP Sharpe Ratio Rank: 14
AMZP Sortino Ratio Rank: 15
AMZP Omega Ratio Rank: 15
AMZP Calmar Ratio Rank: 14
AMZP Martin Ratio Rank: 14

XLRI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AMZP vs. XLRI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kurv Yield Premium Strategy Amazon AMZN ETF (AMZP) and State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AMZP	XLRI	Difference
Sharpe ratio: Return per unit of total volatility	0.39	—	—
Sortino ratio: Return per unit of downside risk	0.73	—	—
Omega ratio: Gain probability vs. loss probability	1.09	—	—
Calmar ratio: Return relative to maximum drawdown	0.50	—	—
Martin ratio: Return relative to average drawdown	1.21	—	—

Drawdowns

AMZP vs. XLRI - Drawdown Comparison

The maximum AMZP drawdown since its inception was -27.36%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for AMZP and XLRI.

Drawdown Indicators

	AMZP	XLRI	Difference
Max Drawdown Largest peak-to-trough decline	-27.36%	-7.12%	-20.24%
Max Drawdown (1Y) Largest decline over 1 year	-23.64%	—	—
Current Drawdown Current decline from peak	-16.53%	-0.54%	-15.99%
Average Drawdown Average peak-to-trough decline	-6.16%	-1.65%	-4.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.67%	—	—

Volatility

Volatility by Period

	AMZP	XLRI	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.66%	—	—
Volatility (6M) Calculated over the trailing 6-month period	23.61%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	30.20%	10.99%	+19.21%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.14%	10.99%	+16.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.14%	10.99%	+16.15%

AMZP vs. XLRI - Expense Ratio Comparison

AMZP has a 0.99% expense ratio, which is higher than XLRI's 0.35% expense ratio.

Dividends

AMZP vs. XLRI - Dividend Comparison

AMZP's dividend yield for the trailing twelve months is around 20.90%, more than XLRI's 12.24% yield.

Position	TTM	2025	2024	2023
AMZP Kurv Yield Premium Strategy Amazon AMZN ETF	20.90%	22.04%	15.15%	2.45%
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF	12.24%	6.85%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AMZP and XLRI in my portfolio?

AMZP and XLRI have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AMZP or XLRI?

On fees, XLRI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AMZP or XLRI?

XLRI is cheaper with a 0.35% expense ratio, compared with 0.99% for AMZP.

Which ETF pays a higher dividend yield, AMZP or XLRI?

AMZP has the higher dividend yield at 20.90%, compared with 12.24% for XLRI.

What is the main difference between AMZP and XLRI?

AMZP is categorized as Options Trading, while XLRI is Derivative Income. They also come from different issuers: Kurv and State Street. Their fees differ too: 0.99% for AMZP and 0.35% for XLRI.