PortfoliosLab logoPortfoliosLab logo
XLRI vs. HYTI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XLRI vs. HYTI - 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 FT Vest High Yield & Target Income ETF (HYTI). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, XLRI achieves a 4.25% return, which is significantly higher than HYTI's 1.93% return.


XLRI

1D
-0.23%
1M
0.19%
YTD
4.25%
6M
5.33%
1Y
3Y*
5Y*
10Y*

HYTI

1D
0.31%
1M
1.00%
YTD
1.93%
6M
2.34%
1Y
6.68%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLRI vs. HYTI - Yearly Performance Comparison


Correlation

The correlation between XLRI and HYTI is 0.28, 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 Jul 30, 2025

0.28

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

XLRI vs. HYTI — 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.


HYTI
HYTI Risk / Return Rank: 5959
Overall Rank
HYTI Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
HYTI Sortino Ratio Rank: 5757
Sortino Ratio Rank
HYTI Omega Ratio Rank: 5757
Omega Ratio Rank
HYTI Calmar Ratio Rank: 6060
Calmar Ratio Rank
HYTI Martin Ratio Rank: 6868
Martin Ratio Rank
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. HYTI - 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 FT Vest High Yield & Target Income ETF (HYTI). 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.


XLRIHYTIDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.33

Calmar ratioReturn relative to maximum drawdown

2.82

Martin ratioReturn relative to average drawdown

11.87

XLRI vs. HYTI - Sharpe Ratio Comparison


Loading charts...

Drawdowns

XLRI vs. HYTI - Drawdown Comparison

The maximum XLRI drawdown since its inception was -7.12%, which is greater than HYTI's maximum drawdown of -4.47%. Use the drawdown chart below to compare losses from any high point for XLRI and HYTI.


Loading charts...

Drawdown Indicators


XLRIHYTIDifference

Max Drawdown

Largest peak-to-trough decline

-7.12%

-4.47%

-2.65%

Max Drawdown (1Y)

Largest decline over 1 year

-2.38%

Current Drawdown

Current decline from peak

-2.84%

-0.13%

-2.71%

Average Drawdown

Average peak-to-trough decline

-1.65%

-0.46%

-1.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.56%

Volatility

XLRI vs. HYTI - Volatility Comparison


Loading charts...

Volatility by Period


XLRIHYTIDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.25%

Volatility (6M)

Calculated over the trailing 6-month period

3.13%

Volatility (1Y)

Calculated over the trailing 1-year period

10.90%

3.88%

+7.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.90%

5.18%

+5.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.90%

5.18%

+5.72%

XLRI vs. HYTI - Expense Ratio Comparison

XLRI has a 0.35% expense ratio, which is lower than HYTI's 0.65% expense ratio.


Dividends

XLRI vs. HYTI - Dividend Comparison

XLRI's dividend yield for the trailing twelve months is around 12.52%, more than HYTI's 10.39% yield.


Frequently Asked Questions


XLRI and HYTI have a correlation of 0.28, 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 0.65% for HYTI.

XLRI has the higher dividend yield at 12.52%, compared with 10.39% for HYTI.

They also come from different issuers: State Street and FT Vest. Their fees differ too: 0.35% for XLRI and 0.65% for HYTI.

Portfolio Optimizer

Find the right allocation for XLRI and HYTI

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

Open Portfolio Optimizer