BOND vs XLRE
Comparison between PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND, ETF) and STATE STREET(R) REAL ESTATE SELECT SECTOR SPDR(R) ETF (XLRE, ETF).
5-Year PerformanceXLRE has outperformed BOND, delivering a return of +2.5% compared to +0.1%
BOND vs XLRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BOND
$8.50B
Winner
XLRE
$8.60B
Expense Ratio
BOND
0.54%
Winner
XLRE
0.08%
Max Drawdown
Winner
BOND
24.58%
XLRE
39.28%
Sharpe Ratio
BOND
-0.09
Winner
XLRE
0.57
5Y Beta
Winner
BOND
0.05
XLRE
0.45
P/E Ratio
BOND
N/A
XLRE
37.34
Forward P/E
BOND
N/A
XLRE
36.44
PEG Ratio
BOND
N/A
XLRE
0.32
5Y Dividends CAGR
Winner
BOND
9.31%
XLRE
1.94%
5Y EPS CAGR
BOND
N/A
XLRE
6.27%
Debt to Equity
BOND
N/A
XLRE
25.55%
P/S Ratio
BOND
N/A
XLRE
6.12
P/B Ratio
BOND
N/A
XLRE
3.07
BOND vs XLRE - Holdings Comparison
BOND and XLRE have 1 common holdings. Overlap is -1.82%
BOND's top 25 holdings weight is 60.72%. XLRE's top 25 holdings weight is 93.55%.
| Rank | BOND | XLRE |
|---|---|---|
| #1 | U S TREASURY REPO (n/a) - 14.79% | WELLTOWER INC (WELL) - 11.20% |
| #2 | PIMCO MORTGAGE-BACKED SECURITIES ACT ETF (PMBS) - 4.06% | PROLOGIS INC (PLD) - 8.78% |
| #3 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 3.87% | EQUINIX INC (EQIX) - 6.97% |
| #4 | n/a (n/a) - 3.79% | AMERICAN TOWER CORP (AMT) - 5.24% |
| #5 | UNITED STATES TREASURY BONDS 3.875% (n/a) - 3.36% | DIGITAL REALTY TRUST INC (DLR) - 5.04% |
| #6 | UNITED STATES TREASURY BONDS 4.625% (n/a) - 3.26% | SIMON PROPERTY GROUP INC (SPG) - 4.88% |
| #7 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 3.23% | PUBLIC STORAGE (PSA) - 4.76% |
| #8 | n/a (n/a) - 3.08% | VENTAS INC (VTR) - 4.54% |
| #9 | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 3.08% | REALTY INCOME CORP (O) - 4.48% |
| #10 | CDX IG46 5Y ICE (n/a) - 2.05% | CBRE GROUP INC CLASS A (CBRE) - 4.46% |
| #11 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.95% | IRON MOUNTAIN INC (IRM) - 3.81% |
| #12 | UNITED STATES TREASURY NOTES 1.75% (n/a) - 1.93% | CROWN CASTLE INC (CCI) - 3.25% |
| #13 | UNITED STATES TREASURY BONDS 3.125% (n/a) - 1.92% | EXTRA SPACE STORAGE INC (EXR) - 3.20% |
| #14 | UNITED STATES TREASURY BONDS 2.375% (n/a) - 1.30% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.91% |
| #15 | n/a (n/a) - 1.15% | AVALONBAY COMMUNITIES INC (AVB) - 2.66% |
| #16 | IRS AUD 4.00000 12/17/25-10Y LCH (n/a) - 1.05% | EQUITY RESIDENTIAL (EQR) - 2.33% |
| #17 | UNITED STATES TREASURY NOTES 2.125% (n/a) - 1.03% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.91% |
| #18 | BEIGNET INV LLC 6.581% (n/a) - 1.00% | WEYERHAEUSER CO (WY) - 1.88% |
| #19 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.92% | ESSEX PROPERTY TRUST INC (ESS) - 1.87% |
| #20 | PROJECT CASHMERE CLASS A1 144A (n/a) - 0.74% | KIMCO REALTY CORP (KIM) - 1.69% |
| #21 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 0.70% | INVITATION HOMES INC (INVH) - 1.68% |
| #22 | FNMA PASS-THRU I 5.5% (n/a) - 0.69% | HOST HOTELS & RESORTS INC (HST) - 1.61% |
| #23 | REPUBLIC OF SOUTH AFRICA (n/a) - 0.65% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.58% |
| #24 | TITULOS DE TESORERIA (n/a) - 0.58% | HEALTHPEAK PROPERTIES INC (DOC) - 1.51% |
| #25 | PERU (REPUBLIC OF) 7.3% (n/a) - 0.54% | REGENCY CENTERS CORP (REG) - 1.31% |
| Total Holdings | 1065 | 34 |
BOND vs XLRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BOND
-0.05%
XLRE
-0.27%
3M
BOND
+0.37%
Winner
XLRE
+2.18%
6M
BOND
-1.46%
Winner
XLRE
+5.08%
1Y
BOND
+3.58%
Winner
XLRE
+11.86%
5Y(CAGR)
BOND
+0.07%
Winner
XLRE
+2.53%
10Y(CAGR)
BOND
+1.96%
Winner
XLRE
+6.63%
Max(CAGR)
BOND
+2.90%
Winner
XLRE
+7.35%
BOND vs XLRE - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | BOND | XLRE |
|---|---|---|
| 2026 | +0.20% | +13.36% |
| 2025 | +8.34% | +3.56% |
| 2024 | +3.33% | +4.11% |
| 2023 | +5.90% | +11.95% |
| 2022 | -14.20% | -25.56% |
| 2021 | -0.71% | +50.96% |
| 2020 | +7.52% | -0.96% |
| 2019 | +8.44% | +31.71% |
| 2018 | +0.14% | -1.81% |
| 2017 | +4.66% | +10.33% |
| 2016 | +2.92% | +5.18% |
| 2015 | +0.63% | +4.38% |
| 2014 | +6.51% | N/A |
| 2013 | -1.03% | N/A |
| 2012 | +11.91% | N/A |
BOND vs XLRE Drawdown Comparison
The maximum drawdown for BOND was -19.72%, occurring on Oct 21, 2022. Recovery took 1059 trading sessions.
The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.
The current BOND drawdown is -1.89%. The current XLRE drawdown is -2.02%.
| Rank | BOND | XLRE |
|---|---|---|
| #1 | -19.72% Aug 3, 2021 - Oct 21, 2025 | -38.80% Feb 21, 2020 - Apr 1, 2021 |
| #2 | -10.88% Mar 9, 2020 - Jul 15, 2020 | -34.11% Dec 31, 2021 - Jun 9, 2026 |
| #3 | -6.17% May 2, 2013 - May 15, 2014 | -14.65% Aug 1, 2016 - Nov 7, 2017 |
| #4 | -3.81% Sep 30, 2016 - Apr 11, 2017 | -13.42% Dec 29, 2015 - Mar 17, 2016 |
| #5 | -3.53% Apr 1, 2015 - Apr 28, 2016 | -12.51% Dec 6, 2018 - Jan 31, 2019 |
| #6 | -3.12% Sep 8, 2017 - Jan 3, 2019 | -12.35% Nov 13, 2017 - Jul 5, 2018 |
| #7 | -3.12% Dec 31, 2020 - Jul 19, 2021 | -8.32% Aug 20, 2018 - Nov 30, 2018 |
| #8 | -3.01% Feb 27, 2026 - May 19, 2026 | -8.27% Sep 2, 2021 - Nov 3, 2021 |
| #9 | -1.76% Jan 30, 2015 - Apr 1, 2015 | -6.74% Oct 21, 2019 - Jan 21, 2020 |
| #10 | -1.61% Sep 4, 2019 - Jan 3, 2020 | -6.10% Oct 22, 2015 - Dec 29, 2015 |
| #11 | -1.34% Apr 18, 2017 - Jun 2, 2017 | -5.79% May 10, 2016 - Jun 29, 2016 |
| #12 | -1.03% Mar 8, 2012 - Mar 27, 2012 | -4.83% Jun 20, 2019 - Jul 10, 2019 |
| #13 | -1.03% Jun 26, 2017 - Jul 21, 2017 | -4.80% Nov 24, 2021 - Dec 7, 2021 |
| #14 | -1.03% Aug 7, 2020 - Nov 19, 2020 | -4.25% Apr 12, 2019 - May 24, 2019 |
| #15 | -1.03% Oct 28, 2025 - Nov 26, 2025 | -4.19% Jul 28, 2026 - Aug 11, 2026 |
Correlation
Correlation between BOND and XLRE is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2012 - 2026)
BOND vs XLRE dividend yield comparison.
| Year | BOND | XLRE |
|---|---|---|
| 2026 | 3.02% | 1.45% |
| 2025 | 5.11% | 3.45% |
| 2024 | 5.02% | 3.43% |
| 2023 | 4.06% | 3.31% |
| 2022 | 3.44% | 3.70% |
| 2021 | 2.58% | 2.61% |
| 2020 | 2.66% | 3.15% |
| 2019 | 3.38% | 3.06% |
| 2018 | 3.18% | 3.78% |
| 2017 | 2.87% | 3.25% |
| 2016 | 2.85% | 4.22% |
| 2015 | 4.14% | 1.09% |
| 2014 | 4.13% | 0.00% |
| 2013 | 2.82% | 0.00% |
| 2012 | 2.52% | 0.00% |
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