WSR vs. XLK
WSR (Whitestone REIT) is a stock, while XLK (State Street Technology Select Sector SPDR ETF) is Technology Equities fund tracking the S&P Technology Select Sector Daily Capped 35/20 Index. Over the past 10 years, WSR returned 8.85%/yr vs 26.01%/yr for XLK. At a 0.30 correlation, their price movements are largely independent.
Performance
WSR vs. XLK - Performance Comparison
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Returns By Period
In the year-to-date period, WSR achieves a 38.67% return, which is significantly higher than XLK's 33.79% return. Over the past 10 years, WSR has underperformed XLK with an annualized return of 8.85%, while XLK has yielded a comparatively higher 26.01% annualized return.
WSR
- 1D
- 0.00%
- 1M
- 0.54%
- YTD
- 38.67%
- 6M
- 42.78%
- 1Y
- 60.24%
- 3Y*
- 31.55%
- 5Y*
- 23.35%
- 10Y*
- 8.85%
XLK
- 1D
- 0.49%
- 1M
- 6.65%
- YTD
- 33.79%
- 6M
- 32.69%
- 1Y
- 60.87%
- 3Y*
- 32.46%
- 5Y*
- 22.53%
- 10Y*
- 26.01%
WSR vs. XLK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSR Whitestone REIT | 38.67% | 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 | 33.79% | 24.61% | 21.63% | 56.02% | -27.73% | 34.74% | 43.62% | 49.86% | -1.68% | 34.26% |
Correlation
The correlation between WSR and XLK is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Aug 26, 2010 | 0.30 |
Over the past year, the correlation between WSR and XLK has dropped to 0.04 - well below their long-term average of 0.30, suggesting their price drivers have been diverging.
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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.
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.
| WSR | XLK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | +1.20 | ||
| Omega ratioGain probability vs. loss probability | 1.59 | 1.43 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 4.76 | 3.84 | +0.91 |
| Martin ratioReturn relative to average drawdown | 18.93 | 12.30 | +6.62 |
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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 | -12.73% | -15.92% | +3.19% |
Max Drawdown (3Y)Largest decline over 3 years | -22.06% | -25.66% | +3.60% |
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 | 0.00% | -2.94% | +2.94% |
Average DrawdownAverage peak-to-trough decline | -14.17% | -34.90% | +20.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 4.96% | -1.77% |
Volatility
WSR vs. XLK - Volatility Comparison
The current volatility for Whitestone REIT (WSR) is 0.62%, while State Street Technology Select Sector SPDR ETF (XLK) has a volatility of 11.64%. This indicates that WSR experiences smaller price fluctuations and is considered to be less risky than XLK based on this measure. 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 | 0.62% | 11.64% | -11.02% |
Volatility (6M)Calculated over the trailing 6-month period | 15.69% | 19.23% | -3.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.05% | 23.12% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.43% | 25.30% | +1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.35% | 24.71% | +9.64% |
Dividends
WSR vs. XLK - Dividend Comparison
WSR's dividend yield for the trailing twelve months is around 2.93%, more than XLK's 0.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSR Whitestone REIT | 2.93% | 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 | 0.52% | 0.54% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% |
Frequently Asked Questions
WSR and XLK have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XLK has higher volatility (11.64%) compared to WSR (0.62%). In terms of maximum drawdown, WSR dropped -63.62% vs XLK's -82.05%.
XLK currently has the higher Sharpe Ratio (2.65 vs 2.63), 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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