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. At a 0.49 correlation, their price movements are largely independent. 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 -4.24% return, which is significantly lower than XLRI's 6.71% return.
RWX
- 1D
- -0.42%
- 1M
- -2.81%
- YTD
- -4.24%
- 6M
- -3.90%
- 1Y
- 1.35%
- 3Y*
- 6.38%
- 5Y*
- -2.78%
- 10Y*
- 0.79%
XLRI
- 1D
- 1.31%
- 1M
- 1.23%
- YTD
- 6.71%
- 6M
- 7.39%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RWX vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RWX SPDR DJ Wilshire International Real Estate ETF | -4.24% | 6.20% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 6.71% | -0.57% |
Correlation
The correlation between RWX and XLRI is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | 0.49 |
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Return for Risk
RWX vs. XLRI — Risk / Return Rank
RWX
XLRI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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 | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.03 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.10 | — | — |
| Martin ratioReturn relative to average drawdown | 0.26 | — | — |
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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% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -19.05% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -35.91% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -43.37% | — | — |
Current DrawdownCurrent decline from peak | -15.55% | -0.54% | -15.01% |
Average DrawdownAverage peak-to-trough decline | -20.28% | -1.65% | -18.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.16% | — | — |
Volatility
RWX vs. XLRI - Volatility Comparison
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Volatility by Period
| RWX | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.02% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.25% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.56% | 10.99% | +2.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.85% | 10.99% | +4.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 10.99% | +5.33% |
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 4.09%, less than XLRI's 12.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWX SPDR DJ Wilshire International Real Estate ETF | 4.09% | 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 | 12.24% | 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 0.49, 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 0.59% for RWX.
XLRI has the higher dividend yield at 12.24%, compared with 4.09% 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.
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