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XLRI vs. HOII
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XLRI vs. HOII - 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 REX HOOD Growth & Income ETF (HOII). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XLRI achieves a 4.25% return, which is significantly lower than HOII's 19,132.59% return.


XLRI

1D
-0.23%
1M
-1.08%
YTD
4.25%
6M
5.50%
1Y
3Y*
5Y*
10Y*

HOII

1D
0.00%
1M
29,245.58%
YTD
19,132.59%
6M
17,945.62%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLRI vs. HOII - Yearly Performance Comparison


Correlation

The correlation between XLRI and HOII is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 4, 2025

0.15

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Return for Risk

XLRI vs. HOII - 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 REX HOOD Growth & Income ETF (HOII). 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.


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

XLRI vs. HOII - Sharpe Ratio Comparison


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Drawdowns

XLRI vs. HOII - Drawdown Comparison

The maximum XLRI drawdown since its inception was -7.12%, smaller than the maximum HOII drawdown of -55.38%. Use the drawdown chart below to compare losses from any high point for XLRI and HOII.


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Drawdown Indicators


XLRIHOIIDifference

Max Drawdown

Largest peak-to-trough decline

-7.12%

-55.38%

+48.26%

Current Drawdown

Current decline from peak

-2.84%

0.00%

-2.84%

Average Drawdown

Average peak-to-trough decline

-1.65%

-36.68%

+35.03%

Volatility

XLRI vs. HOII - Volatility Comparison


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Volatility by Period


XLRIHOIIDifference

Volatility (1Y)

Calculated over the trailing 1-year period

10.90%

34,045.59%

-34,034.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.90%

34,045.59%

-34,034.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.90%

34,045.59%

-34,034.69%

XLRI vs. HOII - Expense Ratio Comparison

XLRI has a 0.35% expense ratio, which is lower than HOII's 0.99% expense ratio.


Dividends

XLRI vs. HOII - Dividend Comparison

XLRI's dividend yield for the trailing twelve months is around 12.52%, less than HOII's 120.87% yield.


Frequently Asked Questions


XLRI and HOII have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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.

XLRI is cheaper with a 0.35% expense ratio, compared with 0.99% for HOII.

HOII has the higher dividend yield at 120.87%, compared with 12.52% for XLRI.

They also come from different issuers: State Street and REX. Their fees differ too: 0.35% for XLRI and 0.99% for HOII.

Portfolio Optimizer

Find the right allocation for XLRI and HOII

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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