WSR vs. XLK
Compare and contrast key facts about Whitestone REIT (WSR) and State Street Technology Select Sector SPDR ETF (XLK).
XLK is a passively managed fund by State Street that tracks the performance of the S&P Technology Select Sector Daily Capped 35/20 Index. It was launched on Dec 16, 1998.
Performance
WSR vs. XLK - Performance Comparison
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WSR vs. XLK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSR Whitestone REIT | 18.39% | 2.17% | 19.75% | 33.96% | -0.54% | 33.34% | -37.17% | 20.34% | -6.80% | 9.23% |
XLK State Street Technology Select Sector SPDR ETF | -6.18% | 24.61% | 21.63% | 56.02% | -27.73% | 34.74% | 43.62% | 49.86% | -1.68% | 34.26% |
Returns By Period
In the year-to-date period, WSR achieves a 18.39% return, which is significantly higher than XLK's -6.18% return. Over the past 10 years, WSR has underperformed XLK with an annualized return of 9.21%, while XLK has yielded a comparatively higher 21.00% annualized return.
WSR
- 1D
- 0.93%
- 1M
- 7.76%
- YTD
- 18.39%
- 6M
- 35.95%
- 1Y
- 15.73%
- 3Y*
- 26.17%
- 5Y*
- 15.77%
- 10Y*
- 9.21%
XLK
- 1D
- 1.51%
- 1M
- -3.20%
- YTD
- -6.18%
- 6M
- -4.94%
- 1Y
- 30.47%
- 3Y*
- 22.19%
- 5Y*
- 15.65%
- 10Y*
- 21.00%
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Return for Risk
WSR vs. XLK — Risk / Return Rank
WSR
XLK
WSR vs. XLK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Whitestone REIT (WSR) and State Street Technology Select Sector SPDR ETF (XLK). 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.
| WSR | XLK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 1.13 | -0.45 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.71 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.24 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.97 | -1.15 |
Martin ratioReturn relative to average drawdown | 1.54 | 6.31 | -4.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WSR | XLK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 1.13 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.64 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.87 | -0.60 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.36 | -0.04 |
Correlation
The correlation between WSR and XLK is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
WSR vs. XLK - Dividend Comparison
WSR's dividend yield for the trailing twelve months is around 3.08%, more than XLK's 0.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSR Whitestone REIT | 3.08% | 3.89% | 3.47% | 3.91% | 4.85% | 4.22% | 7.53% | 7.67% | 9.30% | 7.91% | 8.59% | 9.49% |
XLK State Street Technology Select Sector SPDR ETF | 0.57% | 0.54% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% |
Drawdowns
WSR vs. XLK - Drawdown Comparison
The maximum WSR drawdown since its inception was -63.62%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for WSR and XLK.
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Drawdown Indicators
| WSR | XLK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.62% | -82.05% | +18.43% |
Max Drawdown (1Y)Largest decline over 1 year | -19.91% | -15.92% | -3.99% |
Max Drawdown (5Y)Largest decline over 5 years | -37.72% | -33.56% | -4.16% |
Max Drawdown (10Y)Largest decline over 10 years | -63.62% | -33.56% | -30.06% |
Current DrawdownCurrent decline from peak | -1.57% | -11.04% | +9.47% |
Average DrawdownAverage peak-to-trough decline | -14.36% | -35.17% | +20.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.72% | 4.98% | +5.74% |
Volatility
WSR vs. XLK - Volatility Comparison
Whitestone REIT (WSR) and State Street Technology Select Sector SPDR ETF (XLK) have volatilities of 7.90% and 8.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSR | XLK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.90% | 8.12% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 15.92% | 16.49% | -0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.20% | 27.05% | -3.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.41% | 24.72% | +1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.23% | 24.33% | +9.90% |