RWR vs. XLRI
RWR (SPDR Dow Jones REIT ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - RWR is a REIT fund tracking the Dow Jones U.S. Select REIT Index, while XLRI is a Derivative Income fund actively managed by State Street. RWR is passively managed, while XLRI is actively managed. Their correlation of 0.91 suggests significant overlap in exposure. RWR charges 0.25%/yr vs 0.35%/yr for XLRI.
Performance
RWR vs. XLRI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, RWR achieves a 18.45% return, which is significantly higher than XLRI's 7.28% return.
RWR
- 1D
- 0.67%
- 1M
- 1.53%
- 6M
- 16.74%
- YTD
- 18.45%
- 1Y
- 22.28%
- 3Y*
- 11.14%
- 5Y*
- 4.74%
- 10Y*
- 5.05%
XLRI
- 1D
- 0.45%
- 1M
- -0.01%
- 6M
- 6.59%
- YTD
- 7.28%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RWR vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RWR SPDR Dow Jones REIT ETF | 18.45% | 1.60% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 7.28% | -0.57% |
Correlation
The correlation between RWR and XLRI is 0.91, 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 | 0.91 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
RWR vs. XLRI — Risk / Return Rank
RWR
XLRI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
RWR vs. XLRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Dow Jones REIT ETF (RWR) 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.
| RWR | XLRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.27 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.79 | — | — |
| Martin ratioReturn relative to average drawdown | 9.46 | — | — |
Loading charts...
Drawdowns
RWR vs. XLRI - Drawdown Comparison
The maximum RWR drawdown since its inception was -74.92%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for RWR and XLRI.
Loading charts...
Drawdown Indicators
| RWR | XLRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.92% | -7.12% | -67.80% |
Max Drawdown (1Y)Largest decline over 1 year | -8.04% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -18.85% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -32.58% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.39% | — | — |
Current DrawdownCurrent decline from peak | -0.90% | -0.51% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -13.06% | -1.61% | -11.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | — | — |
Volatility
RWR vs. XLRI - Volatility Comparison
Loading charts...
Volatility by Period
| RWR | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.89% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.70% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.12% | 11.21% | +2.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.06% | 11.21% | +7.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.55% | 11.21% | +10.34% |
RWR vs. XLRI - Expense Ratio Comparison
RWR has a 0.25% expense ratio, which is lower than XLRI's 0.35% expense ratio.
Dividends
RWR vs. XLRI - Dividend Comparison
RWR's dividend yield for the trailing twelve months is around 3.30%, less than XLRI's 13.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWR SPDR Dow Jones REIT ETF | 3.30% | 3.78% | 3.76% | 3.75% | 3.81% | 2.79% | 3.73% | 3.36% | 4.19% | 3.05% | 4.39% | 3.17% |
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 0.91, RWR 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, RWR is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
RWR is cheaper with a 0.25% expense ratio, compared with 0.35% for XLRI.
XLRI has the higher dividend yield at 13.67%, compared with 3.30% for RWR.
RWR is categorized as REIT, while XLRI is Derivative Income. Their fees differ too: 0.25% for RWR and 0.35% for XLRI.
Find the right allocation for RWR and XLRI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer