PSR vs. XLRI
PSR (Invesco Active U.S. Real Estate Fund) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - PSR is a REIT fund actively managed by Invesco, while XLRI is a Derivative Income fund actively managed by State Street. Both are actively managed. Their correlation of 0.94 suggests significant overlap in exposure. Both charge a 0.35% expense ratio.
Performance
PSR vs. XLRI - Performance Comparison
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Returns By Period
In the year-to-date period, PSR achieves a 16.36% return, which is significantly higher than XLRI's 6.71% return.
PSR
- 1D
- 1.41%
- 1M
- 1.61%
- YTD
- 16.36%
- 6M
- 16.93%
- 1Y
- 14.68%
- 3Y*
- 11.12%
- 5Y*
- 2.80%
- 10Y*
- 5.88%
XLRI
- 1D
- 1.31%
- 1M
- 1.23%
- YTD
- 6.71%
- 6M
- 7.39%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PSR vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PSR Invesco Active U.S. Real Estate Fund | 16.36% | -1.68% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 6.71% | -0.57% |
Correlation
The correlation between PSR and XLRI is 0.94, 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 | 0.94 |
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Return for Risk
PSR vs. XLRI — Risk / Return Rank
PSR
XLRI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PSR vs. XLRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Active U.S. Real Estate Fund (PSR) 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.
| PSR | XLRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.19 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.77 | — | — |
| Martin ratioReturn relative to average drawdown | 5.53 | — | — |
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Drawdowns
PSR vs. XLRI - Drawdown Comparison
The maximum PSR drawdown since its inception was -42.31%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for PSR and XLRI.
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Drawdown Indicators
| PSR | XLRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.31% | -7.12% | -35.19% |
Max Drawdown (1Y)Largest decline over 1 year | -8.33% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -16.58% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -34.81% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.31% | — | — |
Current DrawdownCurrent decline from peak | -1.92% | -0.54% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -9.31% | -1.65% | -7.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | — | — |
Volatility
PSR vs. XLRI - Volatility Comparison
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Volatility by Period
| PSR | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.32% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.46% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.80% | 10.99% | +2.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.58% | 10.99% | +7.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 10.99% | +9.37% |
PSR vs. XLRI - Expense Ratio Comparison
Both PSR and XLRI have an expense ratio of 0.35%.
Dividends
PSR vs. XLRI - Dividend Comparison
PSR's dividend yield for the trailing twelve months is around 2.54%, less than XLRI's 12.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSR Invesco Active U.S. Real Estate Fund | 2.54% | 2.56% | 3.06% | 2.93% | 2.95% | 2.12% | 3.09% | 2.55% | 2.64% | 0.14% | 3.60% | 3.20% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 12.24% | 6.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.94, PSR 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.
Both ETFs have the same 0.35% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
PSR and XLRI have the same expense ratio: 0.35% per year.
XLRI has the higher dividend yield at 12.24%, compared with 2.54% for PSR.
PSR is categorized as REIT, while XLRI is Derivative Income. They also come from different issuers: Invesco and State Street.
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