RIFR vs. XLII

Last updated Jun 4, 2026

RIFR (Russell Investments Global Infrastructure ETF) and XLII (State Street Industrial Select Sector SPDR Premium Income ETF) are both exchange-traded funds - RIFR is a Industrials Equities fund actively managed by Russell, while XLII is a Derivative Income fund actively managed by State Street. Both are actively managed. At a 0.47 correlation, their price movements are largely independent. RIFR charges 0.59%/yr vs 0.35%/yr for XLII.

Performance

RIFR vs. XLII - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Russell Investments Global Infrastructure ETF (RIFR) and State Street Industrial Select Sector SPDR Premium Income ETF (XLII). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RIFR achieves a 8.62% return, which is significantly higher than XLII's 6.73% return.

RIFR

• 1D: -0.38%
• 1M: -1.89%
• YTD: 8.62%
• 6M: 8.08%
• 1Y: 12.80%
• 3Y*: —
• 5Y*: —
• 10Y*: —

XLII

• 1D: -0.15%
• 1M: 2.45%
• YTD: 6.73%
• 6M: 8.74%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

RIFR vs. XLII - Yearly Performance Comparison

	2026 (YTD)	2025
RIFR Russell Investments Global Infrastructure ETF	8.62%	2.92%
XLII State Street Industrial Select Sector SPDR Premium Income ETF	6.73%	6.62%

Correlation

The correlation between RIFR and XLII is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025	0.47

Return for Risk

RIFR vs. XLII — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RIFR

RIFR Risk / Return Rank: 36
RIFR Sharpe Ratio Rank: 35
RIFR Sortino Ratio Rank: 33
RIFR Omega Ratio Rank: 33
RIFR Calmar Ratio Rank: 39
RIFR Martin Ratio Rank: 39

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RIFR vs. XLII - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Russell Investments Global Infrastructure ETF (RIFR) and State Street Industrial Select Sector SPDR Premium Income ETF (XLII). 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.

	RIFR	XLII	Difference
Sharpe ratio: Return per unit of total volatility	1.22	—	—
Sortino ratio: Return per unit of downside risk	1.73	—	—
Omega ratio: Gain probability vs. loss probability	1.22	—	—
Calmar ratio: Return relative to maximum drawdown	1.89	—	—
Martin ratio: Return relative to average drawdown	6.07	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	RIFR	XLII	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.22	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.47	1.44	+0.03

Drawdowns

RIFR vs. XLII - Drawdown Comparison

The maximum RIFR drawdown since its inception was -6.80%, smaller than the maximum XLII drawdown of -10.10%. Use the drawdown chart below to compare losses from any high point for RIFR and XLII.

Drawdown Indicators

	RIFR	XLII	Difference
Max Drawdown Largest peak-to-trough decline	-6.80%	-10.10%	+3.30%
Max Drawdown (1Y) Largest decline over 1 year	-6.80%	—	—
Current Drawdown Current decline from peak	-4.18%	-0.36%	-3.82%
Average Drawdown Average peak-to-trough decline	-1.61%	-1.34%	-0.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.12%	—	—

Volatility

Volatility by Period

	RIFR	XLII	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.50%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.52%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.51%	11.55%	-1.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.69%	11.55%	-0.86%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.69%	11.55%	-0.86%

RIFR vs. XLII - Expense Ratio Comparison

RIFR has a 0.59% expense ratio, which is higher than XLII's 0.35% expense ratio.

Dividends

RIFR vs. XLII - Dividend Comparison

RIFR's dividend yield for the trailing twelve months is around 0.90%, less than XLII's 11.29% yield.

Position	TTM	2025
RIFR Russell Investments Global Infrastructure ETF	0.90%	0.98%
XLII State Street Industrial Select Sector SPDR Premium Income ETF	11.29%	5.47%

Frequently Asked Questions

Can I hold both RIFR and XLII in my portfolio?

RIFR and XLII have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, RIFR or XLII?

On fees, XLII is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, RIFR or XLII?

XLII is cheaper with a 0.35% expense ratio, compared with 0.59% for RIFR.

Which ETF pays a higher dividend yield, RIFR or XLII?

XLII has the higher dividend yield at 11.29%, compared with 0.90% for RIFR.

What is the main difference between RIFR and XLII?

RIFR is categorized as Industrials Equities, while XLII is Derivative Income. They also come from different issuers: Russell and State Street. Their fees differ too: 0.59% for RIFR and 0.35% for XLII.