APRH vs. XLRI
APRH (Innovator Premium Income 20 Barrier ETF - April) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - APRH is a Options Trading fund actively managed by Innovator, while XLRI is a Derivative Income fund actively managed by State Street. Both are actively managed. At a 0.18 correlation, their price movements are largely independent. APRH charges 0.79%/yr vs 0.35%/yr for XLRI.
Performance
APRH vs. XLRI - Performance Comparison
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Returns By Period
In the year-to-date period, APRH achieves a 4.41% return, which is significantly lower than XLRI's 6.71% return.
APRH
- 1D
- -0.10%
- 1M
- 0.10%
- YTD
- 4.41%
- 6M
- 3.60%
- 1Y
- 7.29%
- 3Y*
- 7.11%
- 5Y*
- —
- 10Y*
- —
XLRI
- 1D
- 1.31%
- 1M
- 1.23%
- YTD
- 6.71%
- 6M
- 7.39%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
APRH vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
APRH Innovator Premium Income 20 Barrier ETF - April | 4.41% | 1.54% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 6.71% | -0.57% |
Correlation
The correlation between APRH and XLRI is 0.18, 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 | 0.18 |
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Return for Risk
APRH vs. XLRI — Risk / Return Rank
APRH
XLRI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
APRH vs. XLRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator Premium Income 20 Barrier ETF - April (APRH) 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.
| APRH | XLRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.85 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 6.04 | — | — |
| Martin ratioReturn relative to average drawdown | 20.39 | — | — |
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Drawdowns
APRH vs. XLRI - Drawdown Comparison
The maximum APRH drawdown since its inception was -5.87%, smaller than the maximum XLRI drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for APRH and XLRI.
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Drawdown Indicators
| APRH | XLRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.87% | -7.12% | +1.25% |
Max Drawdown (1Y)Largest decline over 1 year | -1.21% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -5.87% | — | — |
Current DrawdownCurrent decline from peak | -0.29% | -0.54% | +0.25% |
Average DrawdownAverage peak-to-trough decline | -0.21% | -1.65% | +1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.36% | — | — |
Volatility
APRH vs. XLRI - Volatility Comparison
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Volatility by Period
| APRH | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.85% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.09% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 2.40% | 10.99% | -8.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.53% | 10.99% | -6.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.53% | 10.99% | -6.46% |
APRH vs. XLRI - Expense Ratio Comparison
APRH has a 0.79% expense ratio, which is higher than XLRI's 0.35% expense ratio.
Dividends
APRH vs. XLRI - Dividend Comparison
APRH's dividend yield for the trailing twelve months is around 5.36%, less than XLRI's 12.24% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
APRH Innovator Premium Income 20 Barrier ETF - April | 5.36% | 5.49% | 6.87% | 5.90% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 12.24% | 6.85% | 0.00% | 0.00% |
Frequently Asked Questions
APRH and XLRI have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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.
XLRI is cheaper with a 0.35% expense ratio, compared with 0.79% for APRH.
XLRI has the higher dividend yield at 12.24%, compared with 5.36% for APRH.
APRH is categorized as Options Trading, while XLRI is Derivative Income. They also come from different issuers: Innovator and State Street. Their fees differ too: 0.79% for APRH and 0.35% for XLRI.
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