Screener
XLRI vs RWR
State Street Real Estate Select Sector SPDR Premium Income ETF vs State Street SPDR Dow Jones REIT 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.
- XLRI is classified as alternative, while RWR is equity — different risk/return profiles.
- XLRI follows a option income strategy; RWR uses index tracking.
- RWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLRI | RWR | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.25% |
| Fund size (AUM) | $2M | $1.8B |
| Since | 2025 | 2001 |
| Dividend yield | — | 3.40% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | N/A | +21.1% |
| CAGR 3Y | N/A | +12.5% |
| CAGR 5Y | N/A | +5.6% |
| Sharpe 3Y | N/A | 0.57 |
| Volatility 1Y | — | 13.33% |
| Max drawdown | -7.12% | -44.39% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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