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. Over the past year, REET returned 20.36% vs 10.04% for XLRI. Their correlation of 0.88 means they have usually moved in the same direction. 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 15.16% return, which is significantly higher than XLRI's 7.92% return.
REET
- 1D
- 0.04%
- 1M
- 1.47%
- 6M
- 12.67%
- YTD
- 15.16%
- 1Y
- 20.36%
- 3Y*
- 10.98%
- 5Y*
- 3.01%
- 10Y*
- 4.01%
- ALL TIME*
- 4.94%
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) |
|---|---|---|---|
| $82.36M | $81.98M | $69.69M | |
| $67.65K | $68.45K | $64.14K |
REET vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
REET iShares Global REIT ETF | 15.16% | 1.73% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 7.92% | -0.57% |
Correlation
The correlation between REET and XLRI is 0.88, 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. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | 0.88 |
The correlation between REET and XLRI has been stable across timeframes, ranging from 0.88 to 0.88 - a consistent structural relationship.
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Return for Risk
REET vs. XLRI — Risk / Return Rank
REET
XLRI
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 | +0.74 | ||
| Sortino ratioReturn per unit of downside risk | +1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.17 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.26 | 1.42 | +0.84 |
| Martin ratioReturn relative to average drawdown | 8.30 | 4.95 | +3.34 |
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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% | -7.12% | -1.92% |
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 | -1.73% | -1.11% | -0.62% |
Average DrawdownAverage peak-to-trough decline | -9.66% | -1.54% | -8.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 2.03% | +0.43% |
Volatility
REET vs. XLRI - Volatility Comparison
iShares Global REIT ETF (REET) has a higher volatility of 3.53% compared to State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI) at 3.34%. This indicates that REET'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
| REET | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 3.34% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.88% | 8.74% | +1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.38% | 11.02% | +1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.97% | 11.10% | +5.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.84% | 11.10% | +7.74% |
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 3.27%, less than XLRI's 14.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REET iShares Global REIT ETF | 3.27% | 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 | 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
REET and XLRI have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
REET has higher volatility (3.53%) compared to XLRI (3.34%). In terms of maximum drawdown, REET dropped -44.59% vs XLRI's -7.12%.
On 1-year performance, REET leads with 20.36% vs 10.04% for XLRI. On fees, REET is cheaper at 0.14% per year. 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, REET has performed better with a 20.36% return vs 10.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
REET is cheaper with a 0.14% expense ratio, compared with 0.35% for XLRI.
XLRI has the higher dividend yield at 14.37%, compared with 3.27% 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.
REET currently has the higher Sharpe Ratio (1.65 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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