SPRE vs. XLRI

Last updated Jun 25, 2026

SPRE (SP Funds S&P Global REIT Sharia ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - SPRE is a REIT fund tracking the S&P Global All Equity REIT Shariah Capped Index, while XLRI is a Derivative Income fund actively managed by State Street. SPRE is passively managed, while XLRI is actively managed. A 0.79 correlation means they provide meaningful diversification when combined. SPRE charges 0.69%/yr vs 0.35%/yr for XLRI.

Performance

SPRE vs. XLRI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SP Funds S&P Global REIT Sharia ETF (SPRE) and State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SPRE achieves a 11.02% return, which is significantly higher than XLRI's 6.39% return.

SPRE

• 1D: 0.16%
• 1M: 1.38%
• YTD: 11.02%
• 6M: 10.24%
• 1Y: 12.50%
• 3Y*: 8.57%
• 5Y*: 1.93%
• 10Y*: —

XLRI

• 1D: -0.30%
• 1M: 0.93%
• YTD: 6.39%
• 6M: 6.48%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SPRE vs. XLRI - Yearly Performance Comparison

	2026 (YTD)	2025
SPRE SP Funds S&P Global REIT Sharia ETF	11.02%	1.72%
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF	6.39%	-0.57%

Correlation

The correlation between SPRE and XLRI is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025	0.79

Return for Risk

SPRE vs. XLRI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SPRE

SPRE Risk / Return Rank: 28
SPRE Sharpe Ratio Rank: 27
SPRE Sortino Ratio Rank: 26
SPRE Omega Ratio Rank: 26
SPRE Calmar Ratio Rank: 28
SPRE Martin Ratio Rank: 34

XLRI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPRE vs. XLRI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SP Funds S&P Global REIT Sharia ETF (SPRE) 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.

	SPRE	XLRI	Difference
Sharpe ratio: Return per unit of total volatility	0.92	—	—
Sortino ratio: Return per unit of downside risk	1.34	—	—
Omega ratio: Gain probability vs. loss probability	1.17	—	—
Calmar ratio: Return relative to maximum drawdown	1.30	—	—
Martin ratio: Return relative to average drawdown	4.68	—	—

Drawdowns

SPRE vs. XLRI - Drawdown Comparison

The maximum SPRE drawdown since its inception was -38.34%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for SPRE and XLRI.

Drawdown Indicators

	SPRE	XLRI	Difference
Max Drawdown Largest peak-to-trough decline	-38.34%	-7.12%	-31.22%
Max Drawdown (1Y) Largest decline over 1 year	-9.63%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-22.04%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-38.34%	—	—
Current Drawdown Current decline from peak	-9.87%	-0.84%	-9.03%
Average Drawdown Average peak-to-trough decline	-17.84%	-1.64%	-16.20%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.78%	—	—

Volatility

Volatility by Period

	SPRE	XLRI	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.67%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.17%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	13.59%	10.97%	+2.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.78%	10.97%	+7.81%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.39%	10.97%	+7.42%

SPRE vs. XLRI - Expense Ratio Comparison

SPRE has a 0.69% expense ratio, which is higher than XLRI's 0.35% expense ratio.

Dividends

SPRE vs. XLRI - Dividend Comparison

SPRE's dividend yield for the trailing twelve months is around 3.75%, less than XLRI's 12.27% yield.

Position	TTM	2025	2024	2023	2022	2021
SPRE SP Funds S&P Global REIT Sharia ETF	3.75%	4.10%	4.13%	4.16%	4.17%	2.83%
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF	12.27%	6.85%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SPRE and XLRI in my portfolio?

SPRE and XLRI have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SPRE or XLRI?

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.

Which ETF is cheaper, SPRE or XLRI?

XLRI is cheaper with a 0.35% expense ratio, compared with 0.69% for SPRE.

Which ETF pays a higher dividend yield, SPRE or XLRI?

XLRI has the higher dividend yield at 12.27%, compared with 3.75% for SPRE.

What is the main difference between SPRE and XLRI?

SPRE is categorized as REIT, while XLRI is Derivative Income. They also come from different issuers: Toroso Investments and State Street. Their fees differ too: 0.69% for SPRE and 0.35% for XLRI.