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RLY vs XRMI
State Street Multi-Asset Real Return ETF vs Global X S&P 500 Risk Managed Income ETF
Key differences
- RLY costs 0.10% less per year.
- RLY is significantly larger than XRMI — larger funds tend to be more liquid and less likely to close.
- RLY is classified as mixed asset, while XRMI is alternative — different risk/return profiles.
- RLY follows a active selection strategy; XRMI uses option income.
- Over the last 3 years, RLY has delivered higher annualized returns.
- RLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RLY | XRMI | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.60% |
| Fund size (AUM) | $1.2B | $49M |
| Since | 2012 | 2021 |
| Dividend yield | 2.84% | 12.65% |
| Asset class | mixed asset | alternative |
| Region | — | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +31.7% | +10.4% |
| CAGR 3Y | +14.5% | +7.0% |
| CAGR 5Y | +11.0% | N/A |
| Sharpe 3Y | 0.94 | 0.55 |
| Volatility 1Y | 10.08% | 5.42% |
| Max drawdown | -34.17% | -15.36% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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