XRT vs IVAL
Comparison between STATE STREET(R) SPDR(R) S&P(R) RETAIL ETF (XRT, ETF) and ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF (IVAL, ETF).
5-Year PerformanceIVAL has outperformed XRT, delivering a return of +7.9% compared to -1.0%
XRT vs IVAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XRT vs IVAL - Historical Returns
Returns include dividend reinvestment.
XRT vs IVAL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XRT | IVAL |
|---|---|---|
| 2026 | -3.55% | +10.18% |
| 2025 | +8.37% | +34.83% |
| 2024 | +11.87% | -0.14% |
| 2023 | +22.39% | +21.45% |
| 2022 | -32.60% | -10.65% |
| 2021 | +44.39% | -0.49% |
| 2020 | +43.03% | -5.86% |
| 2019 | +12.53% | +21.63% |
| 2018 | -9.69% | -23.13% |
| 2017 | +3.67% | +30.02% |
| 2016 | +3.96% | +10.36% |
| 2015 | -8.22% | -3.15% |
| 2014 | +10.68% | +0.36% |
| 2013 | +41.11% | N/A |
| 2012 | +20.74% | N/A |
| 2011 | +8.95% | N/A |
| 2010 | +36.05% | N/A |
| 2009 | +70.36% | N/A |
| 2008 | -37.25% | N/A |
| 2007 | -17.26% | N/A |
| 2006 | +9.62% | N/A |
XRT vs IVAL Drawdown Comparison
The maximum drawdown for XRT was -65.82%, occurring on Nov 20, 2008. Recovery took 722 trading sessions.
The maximum drawdown for IVAL was -46.04%, occurring on Mar 23, 2020. Recovery took 1797 trading sessions.
The current XRT drawdown is -14.57%. The current IVAL drawdown is -4.84%.
| Rank | XRT | IVAL |
|---|---|---|
| #1 | -65.82% Jun 1, 2007 - Apr 14, 2010 | -46.04% Jan 24, 2018 - Mar 19, 2025 |
| #2 | -47.00% Aug 23, 2018 - Aug 10, 2020 | -25.82% May 18, 2015 - Feb 21, 2017 |
| #3 | -44.57% Nov 16, 2021 - Sep 30, 2022 | -13.12% Mar 19, 2025 - Apr 28, 2025 |
| #4 | -24.17% Jul 16, 2015 - Jun 7, 2018 | -11.24% Feb 27, 2026 - Mar 20, 2026 |
| #5 | -22.20% Jul 7, 2011 - Feb 3, 2012 | -5.22% Oct 27, 2025 - Dec 4, 2025 |
| #6 | -21.95% Apr 26, 2010 - Nov 5, 2010 | -4.62% Dec 26, 2014 - Feb 3, 2015 |
| #7 | -16.54% Jan 27, 2021 - Mar 10, 2021 | -4.58% Nov 8, 2017 - Dec 21, 2017 |
| #8 | -12.36% Nov 27, 2013 - Jul 3, 2014 | -4.28% Jul 23, 2025 - Aug 8, 2025 |
| #9 | -10.65% Mar 12, 2021 - May 3, 2021 | -4.27% Sep 16, 2025 - Oct 27, 2025 |
| #10 | -10.08% Mar 26, 2012 - Sep 6, 2012 | -3.35% Mar 23, 2015 - Apr 15, 2015 |
| #11 | -9.18% Oct 15, 2020 - Nov 16, 2020 | -3.09% Feb 20, 2015 - Mar 23, 2015 |
| #12 | -9.14% Jul 1, 2021 - Nov 3, 2021 | -2.64% Jun 2, 2017 - Jul 12, 2017 |
| #13 | -9.04% May 12, 2011 - Jul 1, 2011 | -2.64% Jul 2, 2025 - Jul 23, 2025 |
| #14 | -8.66% Sep 2, 2020 - Oct 7, 2020 | -2.62% Aug 1, 2017 - Aug 25, 2017 |
| #15 | -8.45% Feb 20, 2007 - Apr 9, 2007 | -2.49% Jun 2, 2025 - Jun 27, 2025 |
Correlation
Correlation between XRT and IVAL is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2006 - 2026)
XRT vs IVAL dividend yield comparison.
| Year | XRT | IVAL |
|---|---|---|
| 2026 | 0.26% | 0.41% |
| 2025 | 0.77% | 2.75% |
| 2024 | 1.52% | 3.60% |
| 2023 | 1.40% | 5.15% |
| 2022 | 2.15% | 8.00% |
| 2021 | 1.55% | 3.95% |
| 2020 | 1.01% | 2.07% |
| 2019 | 1.57% | 2.51% |
| 2018 | 1.51% | 2.93% |
| 2017 | 1.52% | 1.73% |
| 2016 | 1.36% | 2.02% |
| 2015 | 1.30% | 1.86% |
| 2014 | 0.74% | 0.20% |
| 2013 | 0.60% | 0.00% |
| 2012 | 1.66% | 0.00% |
| 2011 | 0.95% | 0.00% |
| 2010 | 0.99% | 0.00% |
| 2009 | 1.35% | 0.00% |
| 2008 | 2.60% | 0.00% |
| 2007 | 0.44% | 0.00% |
| 2006 | 0.20% | 0.00% |
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