Screener
RWR vs XLRI
State Street SPDR Dow Jones REIT ETF vs State Street Real Estate Select Sector SPDR Premium Income ETF
Key differences
- RWR costs 0.10% less per year.
- RWR is significantly larger than XLRI — larger funds tend to be more liquid and less likely to close.
- RWR is classified as equity, while XLRI is alternative — different risk/return profiles.
- RWR follows a index tracking strategy; XLRI uses option income.
- RWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RWR | XLRI | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.35% |
| Fund size (AUM) | $1.8B | $2M |
| Since | 2001 | 2025 |
| Dividend yield | 3.40% | — |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +21.1% | N/A |
| CAGR 3Y | +12.5% | N/A |
| CAGR 5Y | +5.6% | N/A |
| Sharpe 3Y | 0.57 | N/A |
| Volatility 1Y | 13.33% | — |
| Max drawdown | -44.39% | -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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