REET vs. XLRI
REET (iShares Global REIT ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - REET is a REIT fund tracking the FTSE EPRA/NAREIT Global REIT Index, while XLRI is a Derivative Income fund actively managed by State Street. REET is passively managed, while XLRI is actively managed. Their correlation of 0.89 suggests significant overlap in exposure. REET charges 0.14%/yr vs 0.35%/yr for XLRI.
Performance
REET vs. XLRI - Performance Comparison
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Returns By Period
In the year-to-date period, REET achieves a 11.67% return, which is significantly higher than XLRI's 6.71% return.
REET
- 1D
- 0.77%
- 1M
- 1.11%
- YTD
- 11.67%
- 6M
- 12.03%
- 1Y
- 14.10%
- 3Y*
- 11.63%
- 5Y*
- 2.85%
- 10Y*
- 4.37%
XLRI
- 1D
- 1.31%
- 1M
- 1.23%
- YTD
- 6.71%
- 6M
- 7.39%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
REET vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
REET iShares Global REIT ETF | 11.67% | 1.73% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 6.71% | -0.57% |
Correlation
The correlation between REET and XLRI is 0.89, 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 | 0.89 |
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Return for Risk
REET vs. XLRI — Risk / Return Rank
REET
XLRI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
REET vs. XLRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global REIT ETF (REET) 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.
| REET | XLRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.20 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.57 | — | — |
| Martin ratioReturn relative to average drawdown | 5.60 | — | — |
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Drawdowns
REET vs. XLRI - Drawdown Comparison
The maximum REET drawdown since its inception was -44.59%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for REET and XLRI.
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Drawdown Indicators
| REET | XLRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.59% | -7.12% | -37.47% |
Max Drawdown (1Y)Largest decline over 1 year | -9.04% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -18.02% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -32.11% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.59% | — | — |
Current DrawdownCurrent decline from peak | -0.66% | -0.54% | -0.12% |
Average DrawdownAverage peak-to-trough decline | -9.75% | -1.65% | -8.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | — | — |
Volatility
REET vs. XLRI - Volatility Comparison
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Volatility by Period
| REET | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.36% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.39% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.52% | 10.99% | +1.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.97% | 10.99% | +5.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.85% | 10.99% | +7.86% |
REET vs. XLRI - Expense Ratio Comparison
REET has a 0.14% expense ratio, which is lower than XLRI's 0.35% expense ratio.
Dividends
REET vs. XLRI - Dividend Comparison
REET's dividend yield for the trailing twelve months is around 3.37%, less than XLRI's 12.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REET iShares Global REIT ETF | 3.37% | 3.67% | 3.64% | 3.27% | 2.43% | 3.18% | 2.65% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% |
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
REET and XLRI have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, REET is cheaper at 0.14% per year. The better choice depends on whether you care most about return, fees, risk, or income.
REET is cheaper with a 0.14% expense ratio, compared with 0.35% for XLRI.
XLRI has the higher dividend yield at 12.24%, compared with 3.37% for REET.
REET is categorized as REIT, while XLRI is Derivative Income. They also come from different issuers: iShares and State Street. Their fees differ too: 0.14% for REET and 0.35% for XLRI.
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