XLRI vs. AMDY

Last updated Jul 17, 2026

XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) and AMDY (YieldMax AMD Option Income Strategy ETF) are both Derivative Income funds. Both are actively managed. At a correlation of -0.03, they often move in opposite directions. XLRI charges 0.35%/yr vs 1.23%/yr for AMDY.

Performance

XLRI vs. AMDY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI) and YieldMax AMD Option Income Strategy ETF (AMDY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, XLRI achieves a 8.15% return, which is significantly lower than AMDY's 97.19% return.

XLRI

• 1D: 1.45%
• 1M: 1.08%
• 6M: 5.94%
• YTD: 8.15%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AMDY

• 1D: -5.15%
• 1M: -0.14%
• 6M: 92.76%
• YTD: 97.19%
• 1Y: 156.26%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

XLRI vs. AMDY - Yearly Performance Comparison

	2026 (YTD)	2025
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF	8.15%	-0.57%
AMDY YieldMax AMD Option Income Strategy ETF	97.19%	20.95%

Correlation

The correlation between XLRI and AMDY is -0.03, 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 (All Time) Calculated using the full available price history since Jul 30, 2025	-0.03

Return for Risk

XLRI vs. AMDY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XLRI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

AMDY

AMDY Risk / Return Rank: 89
AMDY Sharpe Ratio Rank: 94
AMDY Sortino Ratio Rank: 87
AMDY Omega Ratio Rank: 87
AMDY Calmar Ratio Rank: 94
AMDY Martin Ratio Rank: 82

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XLRI vs. AMDY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI) and YieldMax AMD Option Income Strategy ETF (AMDY). 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.

	XLRI	AMDY	Difference
Sharpe ratio: Return per unit of total volatility	—	2.73	—
Sortino ratio: Return per unit of downside risk	—	3.20	—
Omega ratio: Gain probability vs. loss probability	—	1.43	—
Calmar ratio: Return relative to maximum drawdown	—	5.70	—
Martin ratio: Return relative to average drawdown	—	12.64	—

Drawdowns

XLRI vs. AMDY - Drawdown Comparison

The maximum XLRI drawdown since its inception was -7.12%, smaller than the maximum AMDY drawdown of -53.92%. Use the drawdown chart below to compare losses from any high point for XLRI and AMDY.

Drawdown Indicators

	XLRI	AMDY	Difference
Max Drawdown Largest peak-to-trough decline	-7.12%	-53.92%	+46.80%
Max Drawdown (1Y) Largest decline over 1 year	—	-27.59%	—
Current Drawdown Current decline from peak	0.00%	-11.44%	+11.44%
Average Drawdown Average peak-to-trough decline	-1.60%	-17.49%	+15.89%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	12.42%	—

Volatility

Volatility by Period

	XLRI	AMDY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	17.85%	—
Volatility (6M) Calculated over the trailing 6-month period	—	45.40%	—
Volatility (1Y) Calculated over the trailing 1-year period	11.25%	57.53%	-46.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.25%	47.23%	-35.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.25%	47.23%	-35.98%

XLRI vs. AMDY - Expense Ratio Comparison

XLRI has a 0.35% expense ratio, which is lower than AMDY's 1.23% expense ratio.

Dividends

XLRI vs. AMDY - Dividend Comparison

XLRI's dividend yield for the trailing twelve months is around 13.56%, less than AMDY's 73.90% yield.

Position	TTM	2025	2024	2023
AMDY YieldMax AMD Option Income Strategy ETF	73.90%	80.68%	109.98%	6.68%
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF	13.56%	6.85%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XLRI and AMDY in my portfolio?

XLRI and AMDY have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, XLRI or AMDY?

On fees, XLRI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, XLRI or AMDY?

XLRI is cheaper with a 0.35% expense ratio, compared with 1.23% for AMDY.

Which ETF pays a higher dividend yield, XLRI or AMDY?

AMDY has the higher dividend yield at 73.90%, compared with 13.56% for XLRI.

What is the main difference between XLRI and AMDY?

They also come from different issuers: State Street and YieldMax ETFs. Their fees differ too: 0.35% for XLRI and 1.23% for AMDY.