Screener
IYR vs XLRI
iShares U.S. Real Estate ETF vs State Street Real Estate Select Sector SPDR Premium Income ETF
Key differences
- IYR is significantly larger than XLRI — larger funds tend to be more liquid and less likely to close.
- IYR is classified as equity, while XLRI is alternative — different risk/return profiles.
- IYR follows a index tracking strategy; XLRI uses option income.
- IYR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IYR | XLRI | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.35% |
| Fund size (AUM) | $4.1B | $2M |
| Since | 2000 | 2025 |
| Dividend yield | 2.19% | — |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +13.7% | N/A |
| CAGR 3Y | +10.1% | N/A |
| CAGR 5Y | +3.7% | N/A |
| Sharpe 3Y | 0.45 | N/A |
| Volatility 1Y | 13.13% | — |
| Max drawdown | -42.32% | -7.12% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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