MSTQ vs. XLRI
MSTQ (LHA Market State Tactical Q ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - MSTQ is a Options Trading fund actively managed by Little Harbor Advisors, while XLRI is a Derivative Income fund actively managed by State Street. Both are actively managed. At a correlation of -0.00, they often move in opposite directions. MSTQ charges 1.59%/yr vs 0.35%/yr for XLRI.
Performance
MSTQ vs. XLRI - Performance Comparison
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Returns By Period
In the year-to-date period, MSTQ achieves a 11.55% return, which is significantly higher than XLRI's 7.28% return.
MSTQ
- 1D
- -1.93%
- 1M
- -2.20%
- 6M
- 9.16%
- YTD
- 11.55%
- 1Y
- 20.85%
- 3Y*
- 19.43%
- 5Y*
- —
- 10Y*
- —
XLRI
- 1D
- 0.45%
- 1M
- -0.01%
- 6M
- 6.59%
- YTD
- 7.28%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTQ vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MSTQ LHA Market State Tactical Q ETF | 11.55% | 5.98% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 7.28% | -0.57% |
Correlation
The correlation between MSTQ and XLRI is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | -0.00 |
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Return for Risk
MSTQ vs. XLRI — Risk / Return Rank
MSTQ
XLRI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
MSTQ vs. XLRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LHA Market State Tactical Q ETF (MSTQ) 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.
| MSTQ | XLRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.69 | — | — |
| Martin ratioReturn relative to average drawdown | 5.03 | — | — |
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Drawdowns
MSTQ vs. XLRI - Drawdown Comparison
The maximum MSTQ drawdown since its inception was -31.05%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for MSTQ and XLRI.
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Drawdown Indicators
| MSTQ | XLRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.05% | -7.12% | -23.93% |
Max Drawdown (1Y)Largest decline over 1 year | -12.39% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -15.22% | — | — |
Current DrawdownCurrent decline from peak | -5.18% | -0.51% | -4.67% |
Average DrawdownAverage peak-to-trough decline | -8.49% | -1.61% | -6.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | — | — |
Volatility
MSTQ vs. XLRI - Volatility Comparison
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Volatility by Period
| MSTQ | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.75% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 13.31% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.61% | 11.21% | +5.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 11.21% | +7.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.12% | 11.21% | +7.91% |
MSTQ vs. XLRI - Expense Ratio Comparison
MSTQ has a 1.59% expense ratio, which is higher than XLRI's 0.35% expense ratio.
Dividends
MSTQ vs. XLRI - Dividend Comparison
MSTQ's dividend yield for the trailing twelve months is around 12.52%, less than XLRI's 13.67% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
MSTQ LHA Market State Tactical Q ETF | 12.52% | 13.97% | 3.72% | 0.77% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 13.67% | 6.85% | 0.00% | 0.00% |
Frequently Asked Questions
MSTQ and XLRI have a correlation of -0.00, 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 1.59% for MSTQ.
XLRI has the higher dividend yield at 13.67%, compared with 12.52% for MSTQ.
MSTQ is categorized as Options Trading, while XLRI is Derivative Income. They also come from different issuers: Little Harbor Advisors and State Street. Their fees differ too: 1.59% for MSTQ and 0.35% for XLRI.
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