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EMOT vs XLRI

Comparison between FIRST TRUST S&P 500 ECONOMIC MOAT ETF (EMOT, ETF) and STATE STREET(R) REAL ESTATE SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLRI, ETF).

EMOT vs XLRI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EMOT
$2.60M
XLRI
$2.60M
Expense Ratio
EMOT
0.60%
Winner
XLRI
0.35%
Max Drawdown
EMOT
16.41%
Winner
XLRI
10.98%
Sharpe Ratio
Winner
EMOT
1.23
XLRI
0.51
5Y Beta
EMOT
0.81
Winner
XLRI
0.29
P/E Ratio
EMOT
26.35
XLRI
N/A
Forward P/E
EMOT
21.75
XLRI
N/A
PEG Ratio
EMOT
0.92
XLRI
N/A
5Y EPS CAGR
EMOT
16.97%
XLRI
N/A
Debt to Equity
EMOT
-143.73%
XLRI
N/A
P/S Ratio
EMOT
2.20
XLRI
N/A
P/B Ratio
EMOT
10.38
XLRI
N/A

EMOT vs XLRI - Holdings Comparison

EMOT and XLRI have 0 common holdings. Overlap is 0.00%

EMOT's top 25 holdings weight is 57.90%. XLRI's top 25 holdings weight is 100.20%.

RankEMOTXLRI
#1
LAM RESEARCH CORP (LRCX) - 3.13%
STATE STREET REAL ESTATE SEL SECTSPDRETF (XLRE) - 100.20%
#2
TEXAS INSTRUMENTS INC (TXN) - 2.95%
N/A
#3
APPLIED MATERIALS INC (AMAT) - 2.85%
N/A
#4
JABIL INC (JBL) - 2.80%
N/A
#5
TEXAS PACIFIC LAND CORP (TPL) - 2.77%
N/A
#6
KLA CORP (KLAC) - 2.70%
N/A
#7
STARBUCKS CORP (SBUX) - 2.38%
N/A
#8
ALTRIA GROUP INC (MO) - 2.36%
N/A
#9
TAPESTRY INC (TPR) - 2.29%
N/A
#10
ALPHABET INC CLASS C (GOOG) - 2.28%
N/A
#11
AMAZON.COM INC (AMZN) - 2.25%
N/A
#12
CISCO SYSTEMS INC (CSCO) - 2.24%
N/A
#13
WALMART INC (WMT) - 2.20%
N/A
#14
VERISIGN INC (VRSN) - 2.17%
N/A
#15
PHILIP MORRIS INTERNATIONAL INC (PM) - 2.16%
N/A
#16
COCA-COLA CO (KO) - 2.13%
N/A
#17
COLGATE-PALMOLIVE CO (CL) - 2.11%
N/A
#18
FORTINET INC (FTNT) - 2.10%
N/A
#19
LOCKHEED MARTIN CORP (LMT) - 2.07%
N/A
#20
NVIDIA CORP (NVDA) - 2.04%
N/A
#21
YUM BRANDS INC (YUM) - 2.04%
N/A
#22
AUTOZONE INC (AZO) - 1.98%
N/A
#23
PROCTER & GAMBLE CO (PG) - 1.98%
N/A
#24
PEPSICO INC (PEP) - 1.97%
N/A
#25
QUALCOMM INC (QCOM) - 1.95%
N/A
Total Holdings511

EMOT vs XLRI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EMOT
+5.46%
XLRI
+4.15%
3M
Winner
EMOT
+10.13%
XLRI
+4.74%
6M
Winner
EMOT
+11.28%
XLRI
+6.69%
1Y
Winner
EMOT
+19.76%
XLRI
+7.11%
Max(CAGR)
Winner
EMOT
+16.55%
XLRI
+8.16%

EMOT vs XLRI - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearEMOTXLRI
2026+12.27%+6.78%
2025+14.41%+0.40%
2024+5.52%N/A

EMOT vs XLRI Drawdown Comparison

The maximum drawdown for EMOT was -16.41%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.

The maximum drawdown for XLRI was -7.12%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.

The current XLRI drawdown is -0.57%.

RankEMOTXLRI
#1-16.41%
Feb 19, 2025 - Jun 24, 2025
-7.12%
Feb 27, 2026 - Apr 17, 2026
#2-9.19%
Feb 27, 2026 - May 6, 2026
-4.33%
Oct 24, 2025 - Jan 16, 2026
#3-6.12%
Jul 16, 2024 - Aug 15, 2024
-3.09%
May 26, 2026 - Jun 5, 2026
#4-5.11%
Oct 27, 2025 - Jan 9, 2026
-3.08%
Oct 3, 2025 - Oct 20, 2025
#5-4.60%
Oct 14, 2024 - Nov 25, 2024
-2.75%
May 6, 2026 - May 21, 2026
#6-4.29%
Dec 4, 2024 - Jan 22, 2025
-2.06%
Jul 30, 2025 - Aug 29, 2025
#7-3.54%
Oct 2, 2025 - Oct 27, 2025
-1.55%
Jan 16, 2026 - Feb 6, 2026
#8-3.27%
Aug 30, 2024 - Sep 16, 2024
-1.52%
Jun 5, 2026 - Jun 9, 2026
#9-2.45%
Jul 3, 2025 - Aug 12, 2025
-1.35%
Apr 20, 2026 - Apr 30, 2026
#10-1.83%
Jun 4, 2026 - Jun 11, 2026
-1.30%
Feb 17, 2026 - Feb 27, 2026
#11-1.79%
Sep 22, 2025 - Oct 2, 2025
-1.01%
Aug 29, 2025 - Sep 5, 2025
#12-1.66%
Jan 16, 2026 - Jan 23, 2026
-0.92%
Sep 23, 2025 - Sep 29, 2025
#13-1.66%
Sep 26, 2024 - Oct 9, 2024
-0.57%
Jun 12, 2026 - Jun 15, 2026
#14-1.59%
Aug 13, 2025 - Sep 8, 2025
-0.51%
Oct 1, 2025 - Oct 3, 2025
#15-1.27%
Feb 11, 2026 - Feb 20, 2026
-0.47%
Sep 11, 2025 - Sep 23, 2025

Correlation

Correlation between EMOT and XLRI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2024 - 2026)

EMOT vs XLRI dividend yield comparison.

YearEMOTXLRI
20260.30%5.45%
20250.84%6.85%
20240.37%0.00%

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