CSRE vs. XLRI

Last updated Aug 4, 2026

CSRE (Cohen & Steers Real Estate Active ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - CSRE is a REIT fund actively managed by Cohen & Steers, while XLRI is a Derivative Income fund actively managed by State Street. Both are actively managed. Over the past year, CSRE returned 16.49% vs 10.04% for XLRI. Their correlation of 0.90 means they have usually moved in the same direction. CSRE charges 0.70%/yr vs 0.35%/yr for XLRI.

Performance

CSRE vs. XLRI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cohen & Steers Real Estate Active ETF (CSRE) 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, CSRE achieves a 15.74% return, which is significantly higher than XLRI's 7.92% return.

CSRE

• 1D: 0.17%
• 1M: 1.28%
• 6M: 13.66%
• YTD: 15.74%
• 1Y: 16.49%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 13.47%

XLRI

• 1D: -0.49%
• 1M: 0.85%
• 6M: 6.33%
• YTD: 7.92%
• 1Y: 10.04%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 7.22%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CSRE Cohen & Steers Real Estate Active ETF	$3.71M	$3.33M	$3.84M
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF	$67.65K	$68.45K	$64.14K

CSRE vs. XLRI - Yearly Performance Comparison

	2026 (YTD)	2025
CSRE Cohen & Steers Real Estate Active ETF	15.74%	-2.13%
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF	7.92%	-0.57%

Correlation

The correlation between CSRE and XLRI is 0.90, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.90
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025	0.90

The correlation between CSRE and XLRI has been stable across timeframes, ranging from 0.90 to 0.90 - a consistent structural relationship.

Return for Risk

CSRE vs. XLRI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CSRE

CSRE Risk / Return Rank: 48
CSRE Sharpe Ratio Rank: 45
CSRE Sortino Ratio Rank: 43
CSRE Omega Ratio Rank: 42
CSRE Calmar Ratio Rank: 51
CSRE Martin Ratio Rank: 57

XLRI

XLRI Risk / Return Rank: 36
XLRI Sharpe Ratio Rank: 35
XLRI Sortino Ratio Rank: 32
XLRI Omega Ratio Rank: 33
XLRI Calmar Ratio Rank: 38
XLRI Martin Ratio Rank: 42

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CSRE vs. XLRI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Active ETF (CSRE) 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.

	CSRE	XLRI	Difference
Sharpe ratio: Return per unit of total volatility	1.22	0.92	+0.31
Sortino ratio: Return per unit of downside risk	1.73	1.29	+0.44
Omega ratio: Gain probability vs. loss probability	1.22	1.17	+0.05
Calmar ratio: Return relative to maximum drawdown	1.96	1.42	+0.55
Martin ratio: Return relative to average drawdown	7.23	4.95	+2.28

CSRE vs. XLRI - Sharpe Ratio Comparison

The current CSRE Sharpe Ratio is 1.22, which is higher than the XLRI Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of CSRE and XLRI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

CSRE vs. XLRI - Drawdown Comparison

The maximum CSRE drawdown since its inception was -13.03%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for CSRE and XLRI.

Drawdown Indicators

	CSRE	XLRI	Difference
Max Drawdown Largest peak-to-trough decline	-13.03%	-7.12%	-5.91%
Max Drawdown (1Y) Largest decline over 1 year	-8.44%	-7.12%	-1.32%
Current Drawdown Current decline from peak	-2.01%	-1.11%	-0.90%
Average Drawdown Average peak-to-trough decline	-2.14%	-1.54%	-0.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.28%	2.03%	+0.25%

Volatility

CSRE vs. XLRI - Volatility Comparison

Cohen & Steers Real Estate Active ETF (CSRE) has a higher volatility of 3.75% compared to State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI) at 3.34%. This indicates that CSRE's price experiences larger fluctuations and is considered to be riskier than XLRI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CSRE	XLRI	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.75%	3.34%	+0.41%
Volatility (6M) Calculated over the trailing 6-month period	10.64%	8.74%	+1.90%
Volatility (1Y) Calculated over the trailing 1-year period	13.57%	11.02%	+2.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.48%	11.10%	+4.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.48%	11.10%	+4.38%

CSRE vs. XLRI - Expense Ratio Comparison

CSRE has a 0.70% expense ratio, which is higher than XLRI's 0.35% expense ratio.

Dividends

CSRE vs. XLRI - Dividend Comparison

CSRE's dividend yield for the trailing twelve months is around 2.14%, less than XLRI's 14.37% yield.

Position	TTM	2025
CSRE Cohen & Steers Real Estate Active ETF	2.14%	2.71%
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF	14.37%	6.85%

Frequently Asked Questions

Can I hold both CSRE and XLRI in my portfolio?

CSRE and XLRI have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CSRE or XLRI?

CSRE has higher volatility (3.75%) compared to XLRI (3.34%). In terms of maximum drawdown, CSRE dropped -13.03% vs XLRI's -7.12%.

Which ETF is better, CSRE or XLRI?

On 1-year performance, CSRE leads with 16.49% vs 10.04% for XLRI. On fees, XLRI is cheaper at 0.35% per year. On volatility, XLRI has been the lower-risk option at 3.34%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, CSRE or XLRI?

Over the 1-year period, CSRE has performed better with a 16.49% return vs 10.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, CSRE or XLRI?

XLRI is cheaper with a 0.35% expense ratio, compared with 0.70% for CSRE.

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

XLRI has the higher dividend yield at 14.37%, compared with 2.14% for CSRE.

What is the main difference between CSRE and XLRI?

CSRE is categorized as REIT, while XLRI is Derivative Income. They also come from different issuers: Cohen & Steers and State Street. Their fees differ too: 0.70% for CSRE and 0.35% for XLRI.

Which has better risk-adjusted returns?

CSRE currently has the higher Sharpe Ratio (1.22 vs 0.92), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.