RWX vs. XLRI
RWX (SPDR DJ Wilshire International Real Estate ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - RWX is a REIT fund tracking the Dow Jones Global ex-U.S. Real Estate Securities Index, while XLRI is a Derivative Income fund actively managed by State Street. RWX is passively managed, while XLRI is actively managed. Over the past year, RWX returned 7.60% vs 9.61% for XLRI. Their 0.45 correlation means their historical movements had little consistent relationship. RWX charges 0.59%/yr vs 0.35%/yr for XLRI.
Performance
RWX vs. XLRI - Performance Comparison
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Returns By Period
In the year-to-date period, RWX achieves a 2.64% return, which is significantly lower than XLRI's 8.24% return.
RWX
- 1D
- 0.64%
- 1M
- 3.22%
- 6M
- -1.15%
- YTD
- 2.64%
- 1Y
- 7.60%
- 3Y*
- 7.29%
- 5Y*
- -1.97%
- 10Y*
- 0.82%
- ALL TIME*
- 0.91%
XLRI
- 1D
- 0.30%
- 1M
- 1.15%
- 6M
- 6.94%
- YTD
- 8.24%
- 1Y
- 9.61%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $757.61K | $1.27M | $1.15M | |
| $73.67K | $70.90K | $65.83K |
RWX vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RWX SPDR DJ Wilshire International Real Estate ETF | 2.64% | 6.20% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 8.24% | -0.57% |
Correlation
The correlation between RWX and XLRI is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | 0.45 |
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Return for Risk
RWX vs. XLRI — Risk / Return Rank
RWX
XLRI
RWX vs. XLRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR DJ Wilshire International Real Estate ETF (RWX) 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.
| RWX | XLRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.16 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.56 | 1.36 | -0.79 |
| Martin ratioReturn relative to average drawdown | 1.31 | 4.74 | -3.43 |
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Drawdowns
RWX vs. XLRI - Drawdown Comparison
The maximum RWX drawdown since its inception was -73.62%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for RWX and XLRI.
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Drawdown Indicators
| RWX | XLRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.62% | -7.12% | -66.50% |
Max Drawdown (1Y)Largest decline over 1 year | -13.58% | -7.12% | -6.46% |
Max Drawdown (3Y)Largest decline over 3 years | -19.05% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -35.84% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -43.37% | — | — |
Current DrawdownCurrent decline from peak | -9.48% | -0.81% | -8.67% |
Average DrawdownAverage peak-to-trough decline | -20.23% | -1.54% | -18.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.83% | 2.03% | +3.80% |
Volatility
RWX vs. XLRI - Volatility Comparison
SPDR DJ Wilshire International Real Estate ETF (RWX) has a higher volatility of 3.47% compared to State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI) at 3.22%. This indicates that RWX'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.
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Volatility by Period
| RWX | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 3.22% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 11.47% | 8.71% | +2.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.75% | 11.00% | +2.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.87% | 11.08% | +4.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.26% | 11.08% | +5.18% |
RWX vs. XLRI - Expense Ratio Comparison
RWX has a 0.59% expense ratio, which is higher than XLRI's 0.35% expense ratio.
Dividends
RWX vs. XLRI - Dividend Comparison
RWX's dividend yield for the trailing twelve months is around 3.81%, less than XLRI's 14.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWX SPDR DJ Wilshire International Real Estate ETF | 3.81% | 3.65% | 4.32% | 3.90% | 4.05% | 4.62% | 2.92% | 8.94% | 5.28% | 2.77% | 8.74% | 2.94% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 14.33% | 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
RWX and XLRI have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RWX has higher volatility (3.47%) compared to XLRI (3.22%). In terms of maximum drawdown, RWX dropped -73.62% vs XLRI's -7.12%.
On 1-year performance, XLRI leads with 9.61% vs 7.60% for RWX. On fees, XLRI is cheaper at 0.35% per year. On volatility, XLRI has been the lower-risk option at 3.22%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, XLRI has performed better with a 9.61% return vs 7.60%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
XLRI is cheaper with a 0.35% expense ratio, compared with 0.59% for RWX.
XLRI has the higher dividend yield at 14.33%, compared with 3.81% for RWX.
RWX is categorized as REIT, while XLRI is Derivative Income. Their fees differ too: 0.59% for RWX and 0.35% for XLRI.
XLRI currently has the higher Sharpe Ratio (0.88 vs 0.56), 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.
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