XLRI vs. XLE
XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) and XLE (State Street Energy Select Sector SPDR ETF) are both exchange-traded funds - XLRI is a Derivative Income fund actively managed by State Street, while XLE is a Energy Equities fund tracking the Energy Select Sector Index. XLRI is actively managed, while XLE is passively managed. At a 0.13 correlation, their price movements are largely independent. XLRI charges 0.35%/yr vs 0.08%/yr for XLE.
Performance
XLRI vs. XLE - Performance Comparison
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Returns By Period
In the year-to-date period, XLRI achieves a 4.25% return, which is significantly lower than XLE's 21.05% return.
XLRI
- 1D
- -0.23%
- 1M
- 0.19%
- YTD
- 4.25%
- 6M
- 5.33%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XLE
- 1D
- -1.65%
- 1M
- -12.27%
- YTD
- 21.05%
- 6M
- 23.69%
- 1Y
- 26.01%
- 3Y*
- 13.61%
- 5Y*
- 19.82%
- 10Y*
- 9.04%
XLRI vs. XLE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 4.25% | -0.57% |
XLE State Street Energy Select Sector SPDR ETF | 21.05% | 2.25% |
Correlation
The correlation between XLRI and XLE is 0.13, 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 | 0.13 |
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Return for Risk
XLRI vs. XLE — Risk / Return Rank
XLRI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XLE
XLRI vs. XLE - 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 State Street Energy Select Sector SPDR ETF (XLE). 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 | XLE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.21 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.86 | — |
| Martin ratioReturn relative to average drawdown | — | 5.68 | — |
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Drawdowns
XLRI vs. XLE - Drawdown Comparison
The maximum XLRI drawdown since its inception was -7.12%, smaller than the maximum XLE drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for XLRI and XLE.
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Drawdown Indicators
| XLRI | XLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.12% | -71.26% | +64.14% |
Max Drawdown (1Y)Largest decline over 1 year | — | -14.05% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.14% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.04% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -66.81% | — |
Current DrawdownCurrent decline from peak | -2.84% | -14.05% | +11.21% |
Average DrawdownAverage peak-to-trough decline | -1.65% | -17.97% | +16.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.59% | — |
Volatility
XLRI vs. XLE - Volatility Comparison
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Volatility by Period
| XLRI | XLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 7.10% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.98% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.90% | 20.92% | -10.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.90% | 26.03% | -15.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.90% | 29.60% | -18.70% |
XLRI vs. XLE - Expense Ratio Comparison
XLRI has a 0.35% expense ratio, which is higher than XLE's 0.08% expense ratio.
Dividends
XLRI vs. XLE - Dividend Comparison
XLRI's dividend yield for the trailing twelve months is around 12.52%, more than XLE's 2.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLE State Street Energy Select Sector SPDR ETF | 2.77% | 3.28% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 6.72% | 3.54% | 3.03% | 2.26% | 3.39% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 12.52% | 6.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XLRI and XLE have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XLE is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLE is cheaper with a 0.08% expense ratio, compared with 0.35% for XLRI.
XLRI has the higher dividend yield at 12.52%, compared with 2.77% for XLE.
XLRI is categorized as Derivative Income, while XLE is Energy Equities. Their fees differ too: 0.35% for XLRI and 0.08% for XLE.
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