DFGR vs. XLRI
DFGR (Dimensional Global Real Estate ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - DFGR is a REIT fund actively managed by Dimensional, while XLRI is a Derivative Income fund actively managed by State Street. Both are actively managed. Their correlation of 0.91 suggests significant overlap in exposure. DFGR charges 0.22%/yr vs 0.35%/yr for XLRI.
Performance
DFGR vs. XLRI - Performance Comparison
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Returns By Period
In the year-to-date period, DFGR achieves a 10.41% return, which is significantly higher than XLRI's 5.32% return.
DFGR
- 1D
- 0.41%
- 1M
- 0.41%
- YTD
- 10.41%
- 6M
- 10.83%
- 1Y
- 11.18%
- 3Y*
- 11.14%
- 5Y*
- —
- 10Y*
- —
XLRI
- 1D
- 1.03%
- 1M
- -0.09%
- YTD
- 5.32%
- 6M
- 6.04%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DFGR vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
DFGR Dimensional Global Real Estate ETF | 10.41% | 0.33% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 5.32% | -0.57% |
Correlation
The correlation between DFGR and XLRI is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | 0.91 |
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Return for Risk
DFGR vs. XLRI — Risk / Return Rank
DFGR
XLRI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DFGR vs. XLRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Global Real Estate ETF (DFGR) 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.
| DFGR | XLRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.17 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.23 | — | — |
| Martin ratioReturn relative to average drawdown | 4.32 | — | — |
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Drawdowns
DFGR vs. XLRI - Drawdown Comparison
The maximum DFGR drawdown since its inception was -21.28%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for DFGR and XLRI.
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Drawdown Indicators
| DFGR | XLRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.28% | -7.12% | -14.16% |
Max Drawdown (1Y)Largest decline over 1 year | -9.15% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -17.57% | — | — |
Current DrawdownCurrent decline from peak | -1.42% | -1.83% | +0.41% |
Average DrawdownAverage peak-to-trough decline | -6.22% | -1.65% | -4.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | — | — |
Volatility
DFGR vs. XLRI - Volatility Comparison
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Volatility by Period
| DFGR | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.34% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.29% | 10.93% | +1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.42% | 10.93% | +4.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.42% | 10.93% | +4.49% |
DFGR vs. XLRI - Expense Ratio Comparison
DFGR has a 0.22% expense ratio, which is lower than XLRI's 0.35% expense ratio.
Dividends
DFGR vs. XLRI - Dividend Comparison
DFGR's dividend yield for the trailing twelve months is around 3.85%, less than XLRI's 12.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
DFGR Dimensional Global Real Estate ETF | 3.85% | 4.05% | 3.73% | 2.77% | 0.59% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 12.40% | 6.85% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, DFGR and XLRI move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, DFGR is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DFGR is cheaper with a 0.22% expense ratio, compared with 0.35% for XLRI.
XLRI has the higher dividend yield at 12.40%, compared with 3.85% for DFGR.
DFGR is categorized as REIT, while XLRI is Derivative Income. They also come from different issuers: Dimensional and State Street. Their fees differ too: 0.22% for DFGR and 0.35% for XLRI.
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