RWO vs. XLRI
RWO (SPDR Dow Jones Global Real Estate ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - RWO is a REIT fund tracking the Dow Jones Global Select Real Estate Securities Index, while XLRI is a Derivative Income fund actively managed by State Street. RWO is passively managed, while XLRI is actively managed. Their correlation of 0.86 suggests significant overlap in exposure. RWO charges 0.50%/yr vs 0.35%/yr for XLRI.
Performance
RWO vs. XLRI - Performance Comparison
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Returns By Period
In the year-to-date period, RWO achieves a 10.38% return, which is significantly higher than XLRI's 5.32% return.
RWO
- 1D
- 0.94%
- 1M
- -0.20%
- YTD
- 10.38%
- 6M
- 10.62%
- 1Y
- 15.08%
- 3Y*
- 11.49%
- 5Y*
- 2.33%
- 10Y*
- 3.78%
XLRI
- 1D
- 1.03%
- 1M
- -0.09%
- YTD
- 5.32%
- 6M
- 6.04%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RWO vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RWO SPDR Dow Jones Global Real Estate ETF | 10.38% | 2.81% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 5.32% | -0.57% |
Correlation
The correlation between RWO and XLRI is 0.86, 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 | 0.86 |
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Return for Risk
RWO vs. XLRI — Risk / Return Rank
RWO
XLRI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
RWO vs. XLRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Dow Jones Global Real Estate ETF (RWO) 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.
| RWO | 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 | 1.59 | — | — |
| Martin ratioReturn relative to average drawdown | 6.11 | — | — |
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Drawdowns
RWO vs. XLRI - Drawdown Comparison
The maximum RWO drawdown since its inception was -67.69%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for RWO and XLRI.
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Drawdown Indicators
| RWO | XLRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.69% | -7.12% | -60.57% |
Max Drawdown (1Y)Largest decline over 1 year | -9.51% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -17.66% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -32.85% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -43.27% | — | — |
Current DrawdownCurrent decline from peak | -1.73% | -1.83% | +0.10% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -1.65% | -11.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | — | — |
Volatility
RWO vs. XLRI - Volatility Comparison
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Volatility by Period
| RWO | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.86% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.14% | 10.93% | +2.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.06% | 10.93% | +6.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.24% | 10.93% | +7.31% |
RWO vs. XLRI - Expense Ratio Comparison
RWO has a 0.50% expense ratio, which is higher than XLRI's 0.35% expense ratio.
Dividends
RWO vs. XLRI - Dividend Comparison
RWO's dividend yield for the trailing twelve months is around 4.20%, less than XLRI's 12.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWO SPDR Dow Jones Global Real Estate ETF | 4.20% | 3.62% | 3.68% | 3.53% | 3.69% | 2.79% | 3.25% | 3.97% | 3.90% | 3.26% | 3.77% | 2.97% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 12.40% | 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
RWO and XLRI have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.50% for RWO.
XLRI has the higher dividend yield at 12.40%, compared with 4.20% for RWO.
RWO is categorized as REIT, while XLRI is Derivative Income. Their fees differ too: 0.50% for RWO and 0.35% for XLRI.
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