OARK vs. XLRI
OARK (YieldMax Innovation Option Income Strategy ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - OARK is a Options Trading fund actively managed by YieldMax, while XLRI is a Derivative Income fund actively managed by State Street. Both are actively managed. At a 0.15 correlation, their price movements are largely independent. OARK charges 0.99%/yr vs 0.35%/yr for XLRI.
Performance
OARK vs. XLRI - Performance Comparison
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Returns By Period
In the year-to-date period, OARK achieves a 3.98% return, which is significantly lower than XLRI's 6.71% return.
OARK
- 1D
- -1.92%
- 1M
- -0.93%
- YTD
- 3.98%
- 6M
- 0.77%
- 1Y
- 16.90%
- 3Y*
- 13.04%
- 5Y*
- —
- 10Y*
- —
XLRI
- 1D
- 1.31%
- 1M
- 1.23%
- YTD
- 6.71%
- 6M
- 7.39%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
OARK vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OARK YieldMax Innovation Option Income Strategy ETF | 3.98% | 3.11% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 6.71% | -0.57% |
Correlation
The correlation between OARK and XLRI is 0.15, 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 | 0.15 |
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Return for Risk
OARK vs. XLRI — Risk / Return Rank
OARK
XLRI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
OARK vs. XLRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax Innovation Option Income Strategy ETF (OARK) 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.
| OARK | XLRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.12 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.73 | — | — |
| Martin ratioReturn relative to average drawdown | 1.70 | — | — |
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Drawdowns
OARK vs. XLRI - Drawdown Comparison
The maximum OARK drawdown since its inception was -35.48%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for OARK and XLRI.
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Drawdown Indicators
| OARK | XLRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.48% | -7.12% | -28.36% |
Max Drawdown (1Y)Largest decline over 1 year | -23.26% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -35.48% | — | — |
Current DrawdownCurrent decline from peak | -8.62% | -0.54% | -8.08% |
Average DrawdownAverage peak-to-trough decline | -10.54% | -1.65% | -8.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.96% | — | — |
Volatility
OARK vs. XLRI - Volatility Comparison
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Volatility by Period
| OARK | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.68% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 21.07% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 28.55% | 10.99% | +17.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.95% | 10.99% | +19.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.95% | 10.99% | +19.96% |
OARK vs. XLRI - Expense Ratio Comparison
OARK has a 0.99% expense ratio, which is higher than XLRI's 0.35% expense ratio.
Dividends
OARK vs. XLRI - Dividend Comparison
OARK's dividend yield for the trailing twelve months is around 63.14%, more than XLRI's 12.24% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
OARK YieldMax Innovation Option Income Strategy ETF | 63.14% | 61.86% | 47.86% | 45.03% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 12.24% | 6.85% | 0.00% | 0.00% |
Frequently Asked Questions
OARK and XLRI have a correlation of 0.15, 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 0.99% for OARK.
OARK has the higher dividend yield at 63.14%, compared with 12.24% for XLRI.
OARK is categorized as Options Trading, while XLRI is Derivative Income. They also come from different issuers: YieldMax and State Street. Their fees differ too: 0.99% for OARK and 0.35% for XLRI.
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