RWR vs. XLRI
RWR (State Street 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 Capped Index, while XLRI is a Derivative Income fund actively managed by State Street. RWR is passively managed, while XLRI is actively managed. Over the past year, RWR returned 26.30% vs 10.59% for XLRI. Their correlation of 0.91 means they have usually moved in the same direction. 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 19.80% return, which is significantly higher than XLRI's 8.45% return.
RWR
- 1D
- -0.40%
- 1M
- 0.66%
- 6M
- 16.61%
- YTD
- 19.80%
- 1Y
- 26.30%
- 3Y*
- 11.91%
- 5Y*
- 4.74%
- 10Y*
- 5.04%
- ALL TIME*
- 8.88%
XLRI
- 1D
- 0.16%
- 1M
- 1.35%
- 6M
- 6.08%
- YTD
- 8.45%
- 1Y
- 10.59%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.81%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $43.72M | $37.86M | $34.73M | |
| $84.19K | $69.65K | $65.16K |
RWR vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RWR State Street SPDR Dow Jones REIT ETF | 19.80% | 1.60% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 8.45% | -0.57% |
Correlation
The correlation between RWR and XLRI is 0.90, 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. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | 0.91 |
The correlation between RWR and XLRI has been stable across timeframes, ranging from 0.90 to 0.91 - a consistent structural relationship.
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
RWR vs. XLRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street 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 | +0.88 | ||
| Sortino ratioReturn per unit of downside risk | +1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.18 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 3.21 | 1.48 | +1.73 |
| Martin ratioReturn relative to average drawdown | 11.41 | 5.18 | +6.24 |
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% | -7.12% | -0.92% |
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 | -2.72% | -0.62% | -2.10% |
Average DrawdownAverage peak-to-trough decline | -13.03% | -1.54% | -11.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 2.03% | +0.23% |
Volatility
RWR vs. XLRI - Volatility Comparison
State Street SPDR Dow Jones REIT ETF (RWR) has a higher volatility of 4.99% compared to State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI) at 3.42%. This indicates that RWR'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.
Loading charts...
Volatility by Period
| RWR | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.99% | 3.42% | +1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 10.99% | 8.72% | +2.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.14% | 11.09% | +3.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.05% | 11.11% | +7.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.57% | 11.11% | +10.46% |
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 3.26%, less than XLRI's 13.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWR State Street SPDR Dow Jones REIT ETF | 3.26% | 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 | 13.52% | 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 0.90, 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.
RWR has higher volatility (4.99%) compared to XLRI (3.42%). In terms of maximum drawdown, RWR dropped -74.92% vs XLRI's -7.12%.
On 1-year performance, RWR leads with 26.30% vs 10.59% for XLRI. On fees, RWR is cheaper at 0.25% per year. On volatility, XLRI has been the lower-risk option at 3.42%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, RWR has performed better with a 26.30% return vs 10.59%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RWR is cheaper with a 0.25% expense ratio, compared with 0.35% for XLRI.
XLRI has the higher dividend yield at 13.52%, compared with 3.26% 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.
RWR currently has the higher Sharpe Ratio (1.84 vs 0.96), 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.
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