SRET vs. XLRI
SRET (Global X SuperDividend REIT ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - SRET is a REIT fund tracking the Solactive Global SuperDividend REIT Index, while XLRI is a Derivative Income fund actively managed by State Street. SRET is passively managed, while XLRI is actively managed. A 0.68 correlation means they provide meaningful diversification when combined. SRET charges 0.58%/yr vs 0.35%/yr for XLRI.
Performance
SRET vs. XLRI - Performance Comparison
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Returns By Period
In the year-to-date period, SRET achieves a 5.98% return, which is significantly lower than XLRI's 6.71% return.
SRET
- 1D
- 0.56%
- 1M
- -0.15%
- YTD
- 5.98%
- 6M
- 6.90%
- 1Y
- 15.16%
- 3Y*
- 11.33%
- 5Y*
- 1.74%
- 10Y*
- 1.13%
XLRI
- 1D
- 1.31%
- 1M
- 1.23%
- YTD
- 6.71%
- 6M
- 7.39%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SRET vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SRET Global X SuperDividend REIT ETF | 5.98% | 5.86% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 6.71% | -0.57% |
Correlation
The correlation between SRET and XLRI is 0.68, 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 | 0.68 |
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Return for Risk
SRET vs. XLRI — Risk / Return Rank
SRET
XLRI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SRET vs. XLRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X SuperDividend REIT ETF (SRET) 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.
| SRET | XLRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.61 | — | — |
| Martin ratioReturn relative to average drawdown | 6.61 | — | — |
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Drawdowns
SRET vs. XLRI - Drawdown Comparison
The maximum SRET drawdown since its inception was -66.98%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for SRET and XLRI.
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Drawdown Indicators
| SRET | XLRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.98% | -7.12% | -59.86% |
Max Drawdown (1Y)Largest decline over 1 year | -9.48% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -18.87% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -29.43% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -66.98% | — | — |
Current DrawdownCurrent decline from peak | -22.59% | -0.54% | -22.05% |
Average DrawdownAverage peak-to-trough decline | -22.48% | -1.65% | -20.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | — | — |
Volatility
SRET vs. XLRI - Volatility Comparison
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Volatility by Period
| SRET | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.53% | 10.99% | +0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.49% | 10.99% | +5.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.60% | 10.99% | +13.61% |
SRET vs. XLRI - Expense Ratio Comparison
SRET has a 0.58% expense ratio, which is higher than XLRI's 0.35% expense ratio.
Dividends
SRET vs. XLRI - Dividend Comparison
SRET's dividend yield for the trailing twelve months is around 7.95%, less than XLRI's 12.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRET Global X SuperDividend REIT ETF | 7.95% | 7.98% | 8.72% | 7.21% | 8.30% | 6.33% | 8.88% | 7.83% | 8.54% | 8.20% | 8.08% | 7.74% |
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
SRET and XLRI have a correlation of 0.68, 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 0.58% for SRET.
XLRI has the higher dividend yield at 12.24%, compared with 7.95% for SRET.
SRET is categorized as REIT, while XLRI is Derivative Income. They also come from different issuers: Global X and State Street. Their fees differ too: 0.58% for SRET and 0.35% for XLRI.
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