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BLV vs XLRE

Comparison between VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES (BLV, ETF) and STATE STREET(R) REAL ESTATE SELECT SECTOR SPDR(R) ETF (XLRE, ETF).

5-Year PerformanceXLRE has outperformed BLV, delivering a return of +2.6% compared to -4.7%

BLV vs XLRE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BLV
$8.70B
XLRE
$8.60B
Expense Ratio
Winner
BLV
0.03%
XLRE
0.08%
Max Drawdown
BLV
46.31%
Winner
XLRE
39.28%
Sharpe Ratio
BLV
-0.45
Winner
XLRE
0.62
5Y Beta
Winner
BLV
0.14
XLRE
0.45
P/E Ratio
BLV
N/A
XLRE
38.31
Forward P/E
BLV
N/A
XLRE
36.59
PEG Ratio
BLV
N/A
XLRE
0.79
5Y Dividends CAGR
BLV
-12.75%
Winner
XLRE
1.94%
5Y EPS CAGR
BLV
N/A
XLRE
6.37%
Debt to Equity
BLV
N/A
XLRE
23.19%
P/S Ratio
BLV
N/A
XLRE
6.25
P/B Ratio
BLV
N/A
XLRE
3.09

BLV vs XLRE - Historical Returns

Returns include dividend reinvestment.

1M
BLV
-1.49%
Winner
XLRE
+0.20%
3M
BLV
-1.79%
Winner
XLRE
+2.18%
6M
BLV
-2.59%
Winner
XLRE
+8.77%
1Y
BLV
+0.17%
Winner
XLRE
+11.85%
5Y(CAGR)
BLV
-4.65%
Winner
XLRE
+2.60%
10Y(CAGR)
BLV
+0.36%
Winner
XLRE
+6.43%
Max(CAGR)
BLV
+4.07%
Winner
XLRE
+7.35%

BLV vs XLRE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearBLVXLRE
2026-1.67%+13.11%
2025+6.29%+3.56%
2024-3.04%+4.11%
2023+6.00%+11.95%
2022-25.67%-25.56%
2021-2.55%+50.96%
2020+15.55%-0.96%
2019+18.60%+31.71%
2018-3.25%-1.81%
2017+10.31%+10.33%
2016+6.50%+5.18%
2015-4.71%+4.38%
2014+19.86%N/A
2013-8.08%N/A
2012+8.52%N/A
2011+22.81%N/A
2010+9.46%N/A
2009+2.41%N/A
2008+9.20%N/A
2007+6.27%N/A

BLV vs XLRE Drawdown Comparison

The maximum drawdown for BLV was -38.28%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.

The current BLV drawdown is -25.76%. The current XLRE drawdown is -2.24%.

RankBLVXLRE
#1-38.28%
Aug 6, 2020 - Oct 19, 2023
-38.80%
Feb 21, 2020 - Apr 1, 2021
#2-20.04%
Mar 9, 2020 - Jul 7, 2020
-34.11%
Dec 31, 2021 - Jun 9, 2026
#3-14.49%
May 2, 2013 - Jul 21, 2014
-14.65%
Aug 1, 2016 - Nov 7, 2017
#4-12.71%
Sep 15, 2008 - Dec 11, 2008
-13.42%
Dec 29, 2015 - Mar 17, 2016
#5-12.37%
Jan 30, 2015 - Jun 3, 2016
-12.51%
Dec 6, 2018 - Jan 31, 2019
#6-12.13%
Jul 8, 2016 - Mar 22, 2019
-12.35%
Nov 13, 2017 - Jul 5, 2018
#7-11.20%
Dec 30, 2008 - Sep 2, 2009
-8.32%
Aug 20, 2018 - Nov 30, 2018
#8-10.32%
Aug 26, 2010 - Jul 29, 2011
-8.27%
Sep 2, 2021 - Nov 3, 2021
#9-5.97%
Aug 28, 2019 - Jan 27, 2020
-6.74%
Oct 21, 2019 - Jan 21, 2020
#10-5.84%
Jul 25, 2012 - May 1, 2013
-6.10%
Oct 22, 2015 - Dec 29, 2015
#11-5.61%
May 7, 2007 - Aug 31, 2007
-5.79%
May 10, 2016 - Jun 29, 2016
#12-5.31%
Sep 22, 2011 - Dec 19, 2011
-4.83%
Jun 20, 2019 - Jul 10, 2019
#13-5.13%
Jan 31, 2012 - May 4, 2012
-4.80%
Nov 24, 2021 - Dec 7, 2021
#14-5.13%
Oct 1, 2009 - Apr 27, 2010
-4.25%
Apr 12, 2019 - May 24, 2019
#15-4.93%
Mar 20, 2008 - Sep 10, 2008
-4.04%
Apr 30, 2021 - May 24, 2021

Correlation

Correlation between BLV and XLRE is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.33
-101

Dividend Comparison (2007 - 2026)

BLV vs XLRE dividend yield comparison.

YearBLVXLRE
20262.90%1.45%
20254.67%3.45%
20245.09%3.43%
20234.06%3.31%
20224.17%3.70%
20213.37%2.61%
20206.12%3.15%
20193.57%3.06%
20184.07%3.78%
20173.63%3.25%
20164.16%4.22%
20154.37%1.09%
20143.88%0.00%
20134.85%0.00%
20125.66%0.00%
20115.11%0.00%
20105.85%0.00%
20095.26%0.00%
20084.99%0.00%
20073.57%0.00%

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