RSPR vs. XLRI
RSPR (Invesco S&P 500 Equal Weight Real Estate ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - RSPR is a REIT fund tracking the S&P 500 Equal Weighted / Real Estate - SEC, while XLRI is a Derivative Income fund actively managed by State Street. RSPR is passively managed, while XLRI is actively managed. Their correlation of 0.93 suggests significant overlap in exposure. RSPR charges 0.40%/yr vs 0.35%/yr for XLRI.
Performance
RSPR vs. XLRI - Performance Comparison
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Returns By Period
In the year-to-date period, RSPR achieves a 11.24% return, which is significantly higher than XLRI's 7.28% return.
RSPR
- 1D
- 0.17%
- 1M
- -1.07%
- 6M
- 10.58%
- YTD
- 11.24%
- 1Y
- 7.22%
- 3Y*
- 7.35%
- 5Y*
- 2.39%
- 10Y*
- 5.71%
XLRI
- 1D
- 0.45%
- 1M
- -0.01%
- 6M
- 6.59%
- YTD
- 7.28%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RSPR vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 11.24% | -5.49% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 7.28% | -0.57% |
Correlation
The correlation between RSPR and XLRI is 0.93, 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 | 0.93 |
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Return for Risk
RSPR vs. XLRI — Risk / Return Rank
RSPR
XLRI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
RSPR vs. XLRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) 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.
| RSPR | XLRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.09 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.83 | — | — |
| Martin ratioReturn relative to average drawdown | 1.82 | — | — |
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Drawdowns
RSPR vs. XLRI - Drawdown Comparison
The maximum RSPR drawdown since its inception was -41.96%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for RSPR and XLRI.
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Drawdown Indicators
| RSPR | XLRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.96% | -7.12% | -34.84% |
Max Drawdown (1Y)Largest decline over 1 year | -8.71% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -17.78% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -33.03% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.96% | — | — |
Current DrawdownCurrent decline from peak | -1.94% | -0.51% | -1.43% |
Average DrawdownAverage peak-to-trough decline | -9.33% | -1.61% | -7.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | — | — |
Volatility
RSPR vs. XLRI - Volatility Comparison
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Volatility by Period
| RSPR | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.91% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.74% | 11.21% | +3.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.16% | 11.21% | +7.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.39% | 11.21% | +10.18% |
RSPR vs. XLRI - Expense Ratio Comparison
RSPR has a 0.40% expense ratio, which is higher than XLRI's 0.35% expense ratio.
Dividends
RSPR vs. XLRI - Dividend Comparison
RSPR's dividend yield for the trailing twelve months is around 2.83%, less than XLRI's 13.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 2.83% | 2.70% | 2.58% | 2.91% | 3.14% | 2.56% | 3.82% | 2.48% | 3.02% | 3.01% | 2.06% | 1.03% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 13.67% | 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, RSPR 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.
On fees, XLRI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLRI is cheaper with a 0.35% expense ratio, compared with 0.40% for RSPR.
XLRI has the higher dividend yield at 13.67%, compared with 2.83% for RSPR.
RSPR is categorized as REIT, while XLRI is Derivative Income. They also come from different issuers: Invesco and State Street. Their fees differ too: 0.40% for RSPR and 0.35% for XLRI.
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