XLII vs. RIFR

Last updated Aug 2, 2026

XLII (State Street Industrial Select Sector SPDR Premium Income ETF) and RIFR (Russell Investments Global Infrastructure ETF) are both exchange-traded funds - XLII is a Derivative Income fund actively managed by State Street, while RIFR is a Infrastructure Equities fund actively managed by Russell. Both are actively managed. Over the past year, XLII returned 20.71% vs 14.73% for RIFR. Their 0.41 correlation means their historical movements had little consistent relationship. XLII charges 0.35%/yr vs 0.59%/yr for RIFR.

Performance

XLII vs. RIFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Industrial Select Sector SPDR Premium Income ETF (XLII) and Russell Investments Global Infrastructure ETF (RIFR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with XLII having a 11.91% return and RIFR slightly higher at 11.99%.

XLII

• 1D: 0.96%
• 1M: -0.49%
• 6M: 8.98%
• YTD: 11.91%
• 1Y: 20.71%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 18.91%

RIFR

• 1D: -0.25%
• 1M: 0.17%
• 6M: 7.94%
• YTD: 11.99%
• 1Y: 14.73%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 16.30%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
RIFR Russell Investments Global Infrastructure ETF	$131.11K	$117.29K	$147.83K
XLII State Street Industrial Select Sector SPDR Premium Income ETF	$449.50K	$324.22K	$213.70K

XLII vs. RIFR - Yearly Performance Comparison

	2026 (YTD)	2025
XLII State Street Industrial Select Sector SPDR Premium Income ETF	11.91%	6.30%
RIFR Russell Investments Global Infrastructure ETF	11.99%	2.78%

Correlation

The correlation between XLII and RIFR is 0.40, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.40
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025	0.41

Return for Risk

XLII vs. RIFR — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

XLII

XLII Risk / Return Rank: 66
XLII Sharpe Ratio Rank: 69
XLII Sortino Ratio Rank: 68
XLII Omega Ratio Rank: 69
XLII Calmar Ratio Rank: 54
XLII Martin Ratio Rank: 70

RIFR

RIFR Risk / Return Rank: 60
RIFR Sharpe Ratio Rank: 61
RIFR Sortino Ratio Rank: 59
RIFR Omega Ratio Rank: 57
RIFR Calmar Ratio Rank: 64
RIFR Martin Ratio Rank: 57

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

XLII vs. RIFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Industrial Select Sector SPDR Premium Income ETF (XLII) and Russell Investments Global Infrastructure ETF (RIFR). 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.

	XLII	RIFR	Difference
Sharpe ratio: Return per unit of total volatility	1.59	1.43	+0.15
Sortino ratio: Return per unit of downside risk	2.26	2.03	+0.24
Omega ratio: Gain probability vs. loss probability	1.29	1.25	+0.04
Calmar ratio: Return relative to maximum drawdown	1.93	2.28	-0.35
Martin ratio: Return relative to average drawdown	8.68	6.92	+1.76

XLII vs. RIFR - Sharpe Ratio Comparison

The current XLII Sharpe Ratio is 1.59, which is comparable to the RIFR Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of XLII and RIFR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

XLII vs. RIFR - Drawdown Comparison

The maximum XLII drawdown since its inception was -10.10%, which is greater than RIFR's maximum drawdown of -6.80%. Use the drawdown chart below to compare losses from any high point for XLII and RIFR.

Drawdown Indicators

	XLII	RIFR	Difference
Max Drawdown Largest peak-to-trough decline	-10.10%	-6.80%	-3.30%
Max Drawdown (1Y) Largest decline over 1 year	-10.10%	-6.80%	-3.30%
Current Drawdown Current decline from peak	-1.32%	-1.21%	-0.11%
Average Drawdown Average peak-to-trough decline	-1.28%	-1.62%	+0.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.24%	2.24%	0.00%

Volatility

XLII vs. RIFR - Volatility Comparison

State Street Industrial Select Sector SPDR Premium Income ETF (XLII) has a higher volatility of 3.82% compared to Russell Investments Global Infrastructure ETF (RIFR) at 3.04%. This indicates that XLII's price experiences larger fluctuations and is considered to be riskier than RIFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	XLII	RIFR	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.82%	3.04%	+0.78%
Volatility (6M) Calculated over the trailing 6-month period	10.44%	8.91%	+1.53%
Volatility (1Y) Calculated over the trailing 1-year period	12.25%	10.81%	+1.44%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.23%	10.69%	+1.54%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.23%	10.69%	+1.54%

XLII vs. RIFR - Expense Ratio Comparison

XLII has a 0.35% expense ratio, which is lower than RIFR's 0.59% expense ratio.

Dividends

XLII vs. RIFR - Dividend Comparison

XLII's dividend yield for the trailing twelve months is around 12.08%, more than RIFR's 0.87% yield.

Position	TTM	2025
RIFR Russell Investments Global Infrastructure ETF	0.87%	0.98%
XLII State Street Industrial Select Sector SPDR Premium Income ETF	12.08%	5.47%

Frequently Asked Questions

Can I hold both XLII and RIFR in my portfolio?

XLII and RIFR have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, XLII or RIFR?

XLII has higher volatility (3.82%) compared to RIFR (3.04%). In terms of maximum drawdown, XLII dropped -10.10% vs RIFR's -6.80%.

Which ETF is better, XLII or RIFR?

On 1-year performance, XLII leads with 20.71% vs 14.73% for RIFR. On fees, XLII is cheaper at 0.35% per year. On volatility, RIFR has been the lower-risk option at 3.04%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, XLII or RIFR?

Over the 1-year period, XLII has performed better with a 20.71% return vs 14.73%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, XLII or RIFR?

XLII is cheaper with a 0.35% expense ratio, compared with 0.59% for RIFR.

Which ETF pays a higher dividend yield, XLII or RIFR?

XLII has the higher dividend yield at 12.08%, compared with 0.87% for RIFR.

What is the main difference between XLII and RIFR?

XLII is categorized as Derivative Income, while RIFR is Infrastructure Equities. They also come from different issuers: State Street and Russell. Their fees differ too: 0.35% for XLII and 0.59% for RIFR.

Which has better risk-adjusted returns?

XLII currently has the higher Sharpe Ratio (1.59 vs 1.43), 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.