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. Over the past year, PSR returned 20.87% vs 10.04% for XLRI. Their correlation of 0.93 means they have usually moved in the same direction. 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 19.17% return, which is significantly higher than XLRI's 7.92% return.
PSR
- 1D
- -0.03%
- 1M
- 2.17%
- 6M
- 17.72%
- YTD
- 19.17%
- 1Y
- 20.87%
- 3Y*
- 10.35%
- 5Y*
- 2.52%
- 10Y*
- 5.44%
- ALL TIME*
- 12.62%
XLRI
- 1D
- -0.49%
- 1M
- 0.85%
- 6M
- 6.33%
- YTD
- 7.92%
- 1Y
- 10.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.22%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $188.11K | $172.45K | $334.46K | |
| $67.65K | $68.45K | $64.14K |
PSR vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PSR Invesco Active U.S. Real Estate Fund | 19.17% | -1.68% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 7.92% | -0.57% |
Correlation
The correlation between PSR and XLRI is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | 0.93 |
The correlation between PSR and XLRI has been stable across timeframes, ranging from 0.93 to 0.93 - a consistent structural relationship.
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Return for Risk
PSR vs. XLRI — Risk / Return Rank
PSR
XLRI
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 | +0.60 | ||
| Sortino ratioReturn per unit of downside risk | +0.84 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.17 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 1.42 | +1.10 |
| Martin ratioReturn relative to average drawdown | 8.61 | 4.95 | +3.65 |
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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% | -7.12% | -1.21% |
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 | -2.15% | -1.11% | -1.04% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -1.54% | -7.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 2.03% | +0.40% |
Volatility
PSR vs. XLRI - Volatility Comparison
Invesco Active U.S. Real Estate Fund (PSR) has a higher volatility of 4.61% compared to State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI) at 3.34%. This indicates that PSR's price experiences larger fluctuations and is considered to be riskier than XLRI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSR | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.61% | 3.34% | +1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 11.02% | 8.74% | +2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.84% | 11.02% | +2.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.63% | 11.10% | +7.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.37% | 11.10% | +9.27% |
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 2.48%, less than XLRI's 14.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSR Invesco Active U.S. Real Estate Fund | 2.48% | 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 | 14.37% | 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 0.93, 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.
PSR has higher volatility (4.61%) compared to XLRI (3.34%). In terms of maximum drawdown, PSR dropped -42.31% vs XLRI's -7.12%.
On 1-year performance, PSR leads with 20.87% vs 10.04% for XLRI. Both ETFs have the same 0.35% expense ratio. On volatility, XLRI has been the lower-risk option at 3.34%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, PSR has performed better with a 20.87% return vs 10.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
PSR and XLRI have the same expense ratio: 0.35% per year.
XLRI has the higher dividend yield at 14.37%, compared with 2.48% for PSR.
PSR is categorized as REIT, while XLRI is Derivative Income. They also come from different issuers: Invesco and State Street.
PSR currently has the higher Sharpe Ratio (1.52 vs 0.92), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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