Screener
RWO vs XLRI
State Street SPDR Dow Jones Global Real Estate ETF vs State Street Real Estate Select Sector SPDR Premium Income ETF
Key differences
- XLRI costs 0.15% less per year.
- RWO is significantly larger than XLRI — larger funds tend to be more liquid and less likely to close.
- RWO is classified as equity, while XLRI is alternative — different risk/return profiles.
- RWO follows a index tracking strategy; XLRI uses option income.
- RWO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RWO | XLRI | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.35% |
| Fund size (AUM) | $1.2B | $2M |
| Since | 2008 | 2025 |
| Dividend yield | 3.28% | — |
| Asset class | equity | alternative |
| Region | — | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +18.3% | N/A |
| CAGR 3Y | +10.7% | N/A |
| CAGR 5Y | +3.5% | N/A |
| Sharpe 3Y | 0.51 | N/A |
| Volatility 1Y | 12.63% | — |
| Max drawdown | -43.27% | -7.12% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to RWO and XLRI
Explore further