Screener
XLRI vs XLRE
State Street Real Estate Select Sector SPDR Premium Income ETF vs State Street Real Estate Select Sector SPDR ETF
Key differences
- XLRE costs 0.27% less per year.
- XLRE is significantly larger than XLRI — larger funds tend to be more liquid and less likely to close.
- XLRI is classified as alternative, while XLRE is equity — different risk/return profiles.
- XLRI follows a option income strategy; XLRE uses index tracking.
- XLRE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLRI | XLRE | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.08% |
| Fund size (AUM) | $2M | $7.7B |
| Since | 2025 | 2015 |
| Dividend yield | — | 3.15% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | N/A | +13.1% |
| CAGR 3Y | N/A | +10.6% |
| CAGR 5Y | N/A | +4.6% |
| Sharpe 3Y | N/A | 0.48 |
| Volatility 1Y | — | 13.40% |
| Max drawdown | -7.12% | -38.82% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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