RDIV vs. XLRE
RDIV (Invesco S&P Ultra Dividend Revenue ETF) and XLRE (Real Estate Select Sector SPDR Fund) are both exchange-traded funds - RDIV is a Mid Cap Value Equities fund tracking the S&P 900 Dividend Revenue-Weighted Index, while XLRE is a REIT fund tracking the Real Estate Select Sector Index. Both are passively managed. Over the past 10 years, RDIV returned 11.39%/yr vs 7.15%/yr for XLRE. A 0.55 correlation means they provide meaningful diversification when combined. RDIV charges 0.39%/yr vs 0.13%/yr for XLRE.
Performance
RDIV vs. XLRE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, RDIV achieves a 16.75% return, which is significantly higher than XLRE's 13.17% return. Over the past 10 years, RDIV has outperformed XLRE with an annualized return of 11.39%, while XLRE has yielded a comparatively lower 7.15% annualized return.
RDIV
- 1D
- 1.52%
- 1M
- 6.52%
- YTD
- 16.75%
- 6M
- 14.41%
- 1Y
- 32.09%
- 3Y*
- 19.66%
- 5Y*
- 11.12%
- 10Y*
- 11.39%
XLRE
- 1D
- 0.98%
- 1M
- 3.30%
- YTD
- 13.17%
- 6M
- 13.29%
- 1Y
- 12.05%
- 3Y*
- 10.41%
- 5Y*
- 3.32%
- 10Y*
- 7.15%
RDIV vs. XLRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RDIV Invesco S&P Ultra Dividend Revenue ETF | 16.75% | 12.36% | 15.17% | 4.66% | 7.16% | 29.12% | -9.31% | 22.62% | -4.78% | 11.63% |
XLRE Real Estate Select Sector SPDR Fund | 13.17% | 2.63% | 5.09% | 12.36% | -26.25% | 46.10% | -2.18% | 28.68% | -2.39% | 10.69% |
Correlation
The correlation between RDIV and XLRE is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Oct 8, 2015 | 0.55 |
The correlation between RDIV and XLRE shifts across timeframes, from 0.52 (1 year) to 0.65 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
RDIV vs. XLRE — Risk / Return Rank
RDIV
XLRE
RDIV vs. XLRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Real Estate Select Sector SPDR Fund (XLRE). 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.
| RDIV | XLRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.50 | ||
| Sortino ratioReturn per unit of downside risk | +2.24 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.15 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 6.30 | 1.34 | +4.95 |
| Martin ratioReturn relative to average drawdown | 18.74 | 3.69 | +15.05 |
Loading charts...
Drawdowns
RDIV vs. XLRE - Drawdown Comparison
The maximum RDIV drawdown since its inception was -49.97%, which is greater than XLRE's maximum drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for RDIV and XLRE.
Loading charts...
Drawdown Indicators
| RDIV | XLRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.97% | -38.83% | -11.14% |
Max Drawdown (1Y)Largest decline over 1 year | -4.84% | -8.33% | +3.49% |
Max Drawdown (3Y)Largest decline over 3 years | -17.91% | -16.74% | -1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -24.89% | -34.12% | +9.23% |
Max Drawdown (10Y)Largest decline over 10 years | -49.97% | -38.83% | -11.14% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.85% | -9.58% | +3.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 3.03% | -1.39% |
Volatility
RDIV vs. XLRE - Volatility Comparison
The current volatility for Invesco S&P Ultra Dividend Revenue ETF (RDIV) is 3.52%, while Real Estate Select Sector SPDR Fund (XLRE) has a volatility of 4.81%. This indicates that RDIV experiences smaller price fluctuations and is considered to be less risky than XLRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| RDIV | XLRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.52% | 4.81% | -1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 8.64% | 10.20% | -1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.19% | 13.83% | -0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.55% | 19.10% | -1.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.88% | 20.42% | +1.46% |
RDIV vs. XLRE - Expense Ratio Comparison
RDIV has a 0.39% expense ratio, which is higher than XLRE's 0.13% expense ratio.
Dividends
RDIV vs. XLRE - Dividend Comparison
RDIV's dividend yield for the trailing twelve months is around 3.51%, more than XLRE's 3.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDIV Invesco S&P Ultra Dividend Revenue ETF | 3.51% | 3.94% | 4.08% | 3.93% | 3.44% | 3.31% | 4.93% | 3.84% | 4.32% | 4.26% | 2.20% | 4.49% |
XLRE Real Estate Select Sector SPDR Fund | 3.08% | 3.45% | 3.43% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% |
Frequently Asked Questions
RDIV and XLRE have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XLRE has higher volatility (4.81%) compared to RDIV (3.52%). In terms of maximum drawdown, RDIV dropped -49.97% vs XLRE's -38.83%.
On 10-year performance, RDIV leads with 11.39% vs 7.15% for XLRE. On fees, XLRE is cheaper at 0.13% per year. On volatility, RDIV has been the lower-risk option at 3.52%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, RDIV has performed better with a 11.39% return vs 7.15%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
XLRE is cheaper with a 0.13% expense ratio, compared with 0.39% for RDIV.
RDIV has the higher dividend yield at 3.51%, compared with 3.08% for XLRE.
RDIV is categorized as Mid Cap Value Equities, while XLRE is REIT. RDIV tracks S&P 900 Dividend Revenue-Weighted Index, while XLRE tracks Real Estate Select Sector Index. They also come from different issuers: Invesco and State Street. Their fees differ too: 0.39% for RDIV and 0.13% for XLRE.
RDIV currently has the higher Sharpe Ratio (2.31 vs 0.81), 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.
Find the right allocation for RDIV and XLRE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer