XLRE vs. PSR
Compare and contrast key facts about Real Estate Select Sector SPDR Fund (XLRE) and Invesco Active U.S. Real Estate Fund (PSR).
XLRE and PSR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XLRE is a passively managed fund by State Street that tracks the performance of the Real Estate Select Sector Index. It was launched on Oct 7, 2015. PSR is an actively managed fund by Invesco. It was launched on Nov 20, 2008.
Performance
XLRE vs. PSR - Performance Comparison
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XLRE vs. PSR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XLRE Real Estate Select Sector SPDR Fund | 1.87% | 2.63% | 5.09% | 12.36% | -26.25% | 46.10% | -2.18% | 28.68% | -2.39% | 10.69% |
PSR Invesco Active U.S. Real Estate Fund | 3.25% | 2.63% | 1.79% | 8.34% | -25.52% | 41.71% | -6.04% | 28.76% | -4.58% | 11.95% |
Returns By Period
In the year-to-date period, XLRE achieves a 1.87% return, which is significantly lower than PSR's 3.25% return. Over the past 10 years, XLRE has outperformed PSR with an annualized return of 5.95%, while PSR has yielded a comparatively lower 4.86% annualized return.
XLRE
- 1D
- 1.54%
- 1M
- -6.24%
- YTD
- 1.87%
- 6M
- -1.37%
- 1Y
- 0.96%
- 3Y*
- 6.59%
- 5Y*
- 3.72%
- 10Y*
- 5.95%
PSR
- 1D
- 1.59%
- 1M
- -6.40%
- YTD
- 3.25%
- 6M
- 1.32%
- 1Y
- 2.77%
- 3Y*
- 4.91%
- 5Y*
- 2.26%
- 10Y*
- 4.86%
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XLRE vs. PSR - Expense Ratio Comparison
XLRE has a 0.13% expense ratio, which is lower than PSR's 0.35% expense ratio.
Return for Risk
XLRE vs. PSR — Risk / Return Rank
XLRE
PSR
XLRE vs. PSR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Real Estate Select Sector SPDR Fund (XLRE) and Invesco Active U.S. Real Estate Fund (PSR). 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.
| XLRE | PSR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.06 | 0.18 | -0.12 |
Sortino ratioReturn per unit of downside risk | 0.19 | 0.34 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.05 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.17 | 0.31 | -0.14 |
Martin ratioReturn relative to average drawdown | 0.60 | 1.22 | -0.62 |
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
| XLRE | PSR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.06 | 0.18 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.12 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.24 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.49 | -0.17 |
Correlation
The correlation between XLRE and PSR is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
XLRE vs. PSR - Dividend Comparison
XLRE's dividend yield for the trailing twelve months is around 3.43%, more than PSR's 2.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLRE Real Estate Select Sector SPDR Fund | 3.43% | 3.45% | 3.43% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% |
PSR Invesco Active U.S. Real Estate Fund | 2.62% | 2.56% | 3.06% | 2.93% | 2.95% | 2.12% | 3.09% | 2.55% | 2.64% | 0.14% | 3.60% | 3.20% |
Drawdowns
XLRE vs. PSR - Drawdown Comparison
The maximum XLRE drawdown since its inception was -38.83%, smaller than the maximum PSR drawdown of -42.31%. Use the drawdown chart below to compare losses from any high point for XLRE and PSR.
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Drawdown Indicators
| XLRE | PSR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.83% | -42.31% | +3.48% |
Max Drawdown (1Y)Largest decline over 1 year | -11.88% | -11.98% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -34.12% | -34.81% | +0.69% |
Max Drawdown (10Y)Largest decline over 10 years | -38.83% | -42.31% | +3.48% |
Current DrawdownCurrent decline from peak | -8.95% | -12.97% | +4.02% |
Average DrawdownAverage peak-to-trough decline | -9.73% | -9.36% | -0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 3.06% | +0.31% |
Volatility
XLRE vs. PSR - Volatility Comparison
Real Estate Select Sector SPDR Fund (XLRE) and Invesco Active U.S. Real Estate Fund (PSR) have volatilities of 4.62% and 4.52%, 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
| XLRE | PSR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 4.52% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 9.63% | 9.20% | +0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 15.83% | +0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.05% | 18.50% | +0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.40% | 20.30% | +0.10% |