VPN vs. XLRI
VPN (Global X Data Center REITs & Digital Infrastructure ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - VPN is a REIT fund tracking the Solactive Data Center REITs & Digital Infrastructure Index, while XLRI is a Derivative Income fund actively managed by State Street. VPN is passively managed, while XLRI is actively managed. Over the past year, VPN returned 49.85% vs 10.04% for XLRI. Their 0.19 correlation means their historical movements had little consistent relationship. VPN charges 0.50%/yr vs 0.35%/yr for XLRI.
Performance
VPN vs. XLRI - Performance Comparison
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Returns By Period
In the year-to-date period, VPN achieves a 32.24% return, which is significantly higher than XLRI's 7.92% return.
VPN
- 1D
- 1.31%
- 1M
- -2.32%
- 6M
- 13.84%
- YTD
- 32.24%
- 1Y
- 49.85%
- 3Y*
- 29.05%
- 5Y*
- 11.28%
- 10Y*
- —
- ALL TIME*
- 13.44%
XLRI
- 1D
- -0.49%
- 1M
- 0.85%
- 6M
- 6.33%
- YTD
- 7.92%
- 1Y
- 10.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.22%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $22.31M | $27.23M | $44.18M | |
| $67.65K | $68.45K | $64.14K |
VPN vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
VPN Global X Data Center REITs & Digital Infrastructure ETF | 32.24% | 10.32% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 7.92% | -0.57% |
Correlation
The correlation between VPN and XLRI is 0.19, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | 0.19 |
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Return for Risk
VPN vs. XLRI — Risk / Return Rank
VPN
XLRI
VPN vs. XLRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Data Center REITs & Digital Infrastructure ETF (VPN) 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.
| VPN | XLRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.11 | ||
| Sortino ratioReturn per unit of downside risk | +1.35 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.17 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.80 | 1.42 | +1.39 |
| Martin ratioReturn relative to average drawdown | 8.79 | 4.95 | +3.84 |
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Drawdowns
VPN vs. XLRI - Drawdown Comparison
The maximum VPN drawdown since its inception was -38.98%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for VPN and XLRI.
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Drawdown Indicators
| VPN | XLRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.98% | -7.12% | -31.86% |
Max Drawdown (1Y)Largest decline over 1 year | -17.88% | -7.12% | -10.76% |
Max Drawdown (3Y)Largest decline over 3 years | -24.96% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -38.98% | — | — |
Current DrawdownCurrent decline from peak | -14.04% | -1.11% | -12.93% |
Average DrawdownAverage peak-to-trough decline | -12.26% | -1.54% | -10.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.68% | 2.03% | +3.65% |
Volatility
VPN vs. XLRI - Volatility Comparison
Global X Data Center REITs & Digital Infrastructure ETF (VPN) has a higher volatility of 8.26% compared to State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI) at 3.34%. This indicates that VPN'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
| VPN | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.26% | 3.34% | +4.92% |
Volatility (6M)Calculated over the trailing 6-month period | 19.62% | 8.74% | +10.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.76% | 11.02% | +13.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 11.10% | +11.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.25% | 11.10% | +11.15% |
VPN vs. XLRI - Expense Ratio Comparison
VPN has a 0.50% expense ratio, which is higher than XLRI's 0.35% expense ratio.
Dividends
VPN vs. XLRI - Dividend Comparison
VPN's dividend yield for the trailing twelve months is around 0.89%, less than XLRI's 14.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
VPN Global X Data Center REITs & Digital Infrastructure ETF | 0.89% | 1.10% | 1.72% | 1.18% | 2.57% | 1.27% | 0.30% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 14.37% | 6.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VPN and XLRI have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VPN has higher volatility (8.26%) compared to XLRI (3.34%). In terms of maximum drawdown, VPN dropped -38.98% vs XLRI's -7.12%.
On 1-year performance, VPN leads with 49.85% vs 10.04% for XLRI. On fees, XLRI is cheaper at 0.35% per year. On volatility, XLRI has been the lower-risk option at 3.34%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, VPN has performed better with a 49.85% return vs 10.04%. 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 0.50% for VPN.
XLRI has the higher dividend yield at 14.37%, compared with 0.89% for VPN.
VPN is categorized as REIT, while XLRI is Derivative Income. They also come from different issuers: Global X and State Street. Their fees differ too: 0.50% for VPN and 0.35% for XLRI.
VPN currently has the higher Sharpe Ratio (2.03 vs 0.92), 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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