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XRMI vs RLY
Global X S&P 500 Risk Managed Income ETF vs State Street Multi-Asset Real Return ETF
Key differences
- RLY costs 0.10% less per year.
- RLY is significantly larger than XRMI — larger funds tend to be more liquid and less likely to close.
- XRMI is classified as alternative, while RLY is mixed asset — different risk/return profiles.
- XRMI follows a option income strategy; RLY uses active selection.
- Over the last 3 years, RLY has delivered higher annualized returns.
- RLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRMI | RLY | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.50% |
| Fund size (AUM) | $49M | $1.2B |
| Since | 2021 | 2012 |
| Dividend yield | 12.65% | 2.84% |
| Asset class | alternative | mixed asset |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | +10.4% | +31.7% |
| CAGR 3Y | +7.0% | +14.5% |
| CAGR 5Y | N/A | +11.0% |
| Sharpe 3Y | 0.55 | 0.94 |
| Volatility 1Y | 5.42% | 10.08% |
| Max drawdown | -15.36% | -34.17% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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