Screener
XLRI vs REZ
State Street Real Estate Select Sector SPDR Premium Income ETF vs iShares Residential and Multisector Real Estate ETF
Key differences
- XLRI costs 0.13% less per year.
- REZ is significantly larger than XLRI — larger funds tend to be more liquid and less likely to close.
- XLRI is classified as alternative, while REZ is equity — different risk/return profiles.
- XLRI follows a option income strategy; REZ uses index tracking.
- REZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLRI | REZ | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.48% |
| Fund size (AUM) | $2M | $843M |
| Since | 2025 | 2007 |
| Dividend yield | — | 2.10% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | N/A | +15.3% |
| CAGR 3Y | N/A | +11.8% |
| CAGR 5Y | N/A | +5.8% |
| Sharpe 3Y | N/A | 0.53 |
| Volatility 1Y | — | 14.21% |
| Max drawdown | -7.12% | -44.15% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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