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INDS vs. XLRI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

INDS vs. XLRI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) and State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, INDS achieves a 8.71% return, which is significantly higher than XLRI's 4.25% return.


INDS

1D
0.69%
1M
1.76%
YTD
8.71%
6M
8.42%
1Y
12.11%
3Y*
3.53%
5Y*
1.31%
10Y*

XLRI

1D
-0.23%
1M
0.19%
YTD
4.25%
6M
5.33%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

INDS vs. XLRI - Yearly Performance Comparison


Correlation

The correlation between INDS and XLRI is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.79

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Return for Risk

INDS vs. XLRI — Risk / Return Rank

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

INDS
INDS Risk / Return Rank: 2222
Overall Rank
INDS Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
INDS Sortino Ratio Rank: 2121
Sortino Ratio Rank
INDS Omega Ratio Rank: 2020
Omega Ratio Rank
INDS Calmar Ratio Rank: 2222
Calmar Ratio Rank
INDS Martin Ratio Rank: 2424
Martin Ratio Rank

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.

INDS vs. XLRI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) 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.


INDSXLRIDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.14

Calmar ratioReturn relative to maximum drawdown

0.99

Martin ratioReturn relative to average drawdown

2.99

INDS vs. XLRI - Sharpe Ratio Comparison


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Drawdowns

INDS vs. XLRI - Drawdown Comparison

The maximum INDS drawdown since its inception was -40.17%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for INDS and XLRI.


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Drawdown Indicators


INDSXLRIDifference

Max Drawdown

Largest peak-to-trough decline

-40.17%

-7.12%

-33.05%

Max Drawdown (1Y)

Largest decline over 1 year

-12.23%

Max Drawdown (3Y)

Largest decline over 3 years

-26.96%

Max Drawdown (5Y)

Largest decline over 5 years

-40.17%

Current Drawdown

Current decline from peak

-18.93%

-2.84%

-16.09%

Average Drawdown

Average peak-to-trough decline

-15.58%

-1.65%

-13.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.06%

Volatility

INDS vs. XLRI - Volatility Comparison


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Volatility by Period


INDSXLRIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.22%

Volatility (6M)

Calculated over the trailing 6-month period

12.50%

Volatility (1Y)

Calculated over the trailing 1-year period

16.55%

10.90%

+5.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.19%

10.90%

+9.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.08%

10.90%

+12.18%

INDS vs. XLRI - Expense Ratio Comparison

INDS has a 0.60% expense ratio, which is higher than XLRI's 0.35% expense ratio.


Dividends

INDS vs. XLRI - Dividend Comparison

INDS's dividend yield for the trailing twelve months is around 3.40%, less than XLRI's 12.52% yield.


PositionTTM20252024202320222021202020192018
INDS
Pacer Benchmark Industrial Real Estate SCTR ETF
3.40%3.70%3.75%3.11%2.63%1.24%1.68%2.26%1.81%
XLRI
State Street Real Estate Select Sector SPDR Premium Income ETF
12.52%6.85%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


INDS and XLRI have a correlation of 0.79, 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 0.60% for INDS.

XLRI has the higher dividend yield at 12.52%, compared with 3.40% for INDS.

INDS is categorized as REIT, while XLRI is Derivative Income. They also come from different issuers: Pacer and State Street. Their fees differ too: 0.60% for INDS and 0.35% for XLRI.

Portfolio Optimizer

Find the right allocation for INDS and XLRI

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