IJT vs XLRE
Comparison between ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT, ETF) and STATE STREET(R) REAL ESTATE SELECT SECTOR SPDR(R) ETF (XLRE, ETF).
5-Year PerformanceIJT has outperformed XLRE, delivering a return of +7.7% compared to +3.0%
IJT vs XLRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IJT
$8.20B
XLRE
$8.10B
Expense Ratio
IJT
0.18%
Winner
XLRE
0.08%
Max Drawdown
IJT
57.98%
Winner
XLRE
39.28%
Sharpe Ratio
Winner
IJT
1.39
XLRE
0.71
5Y Beta
IJT
1.04
Winner
XLRE
0.47
P/E Ratio
Winner
IJT
30.75
XLRE
37.04
Forward P/E
Winner
IJT
20.23
XLRE
35.71
PEG Ratio
IJT
N/A
XLRE
0.92
5Y Dividends CAGR
Winner
IJT
11.10%
XLRE
1.94%
5Y EPS CAGR
Winner
IJT
20.17%
XLRE
7.20%
Debt to Equity
IJT
61.49%
Winner
XLRE
21.10%
P/S Ratio
Winner
IJT
1.76
XLRE
6.08
P/B Ratio
IJT
3.36
Winner
XLRE
3.10
IJT vs XLRE - Holdings Comparison
IJT and XLRE have 1 common holdings. Overlap is -0.77%
IJT's top 25 holdings weight is 23.09%. XLRE's top 25 holdings weight is 93.06%.
| Rank | IJT | XLRE |
|---|---|---|
| #1 | FORMFACTOR INC (FORM) - 1.26% | WELLTOWER INC (WELL) - 11.28% |
| #2 | VIASAT INC (VSAT) - 1.24% | PROLOGIS INC (PLD) - 9.00% |
| #3 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.22% | EQUINIX INC (EQIX) - 6.78% |
| #4 | ARGAN INC (AGX) - 1.17% | AMERICAN TOWER CORP (AMT) - 5.18% |
| #5 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.16% | SIMON PROPERTY GROUP INC (SPG) - 4.95% |
| #6 | KRYSTAL BIOTECH INC (KRYS) - 1.07% | VENTAS INC (VTR) - 4.64% |
| #7 | ESCO TECHNOLOGIES INC (ESE) - 0.97% | REALTY INCOME CORP (O) - 4.60% |
| #8 | STONEX GROUP INC (SNEX) - 0.96% | DIGITAL REALTY TRUST INC (DLR) - 4.55% |
| #9 | ALKERMES PLC (ALKS) - 0.95% | PUBLIC STORAGE (PSA) - 4.53% |
| #10 | CORCEPT THERAPEUTICS INC (CORT) - 0.93% | CBRE GROUP INC CLASS A (CBRE) - 4.27% |
| #11 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.87% | IRON MOUNTAIN INC (IRM) - 3.49% |
| #12 | FEDERAL SIGNAL CORP (FSS) - 0.86% | CROWN CASTLE INC (CCI) - 3.42% |
| #13 | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.85% | EXTRA SPACE STORAGE INC (EXR) - 3.16% |
| #14 | ENPRO INC (NPO) - 0.84% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.97% |
| #15 | JBT MAREL CORP (JBTM) - 0.83% | AVALONBAY COMMUNITIES INC (AVB) - 2.75% |
| #16 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.83% | EQUITY RESIDENTIAL (EQR) - 2.42% |
| #17 | POWELL INDUSTRIES INC (POWL) - 0.83% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.97% |
| #18 | BRINKER INTERNATIONAL INC (EAT) - 0.81% | ESSEX PROPERTY TRUST INC (ESS) - 1.94% |
| #19 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.80% | KIMCO REALTY CORP (KIM) - 1.73% |
| #20 | MYR GROUP INC (MYRG) - 0.79% | WEYERHAEUSER CO (WY) - 1.70% |
| #21 | KODIAK GAS SERVICES INC (KGS) - 0.78% | INVITATION HOMES INC (INVH) - 1.67% |
| #22 | TG THERAPEUTICS INC (TGTX) - 0.78% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.67% |
| #23 | n/a (MSGS) - 0.78% | HEALTHPEAK PROPERTIES INC (DOC) - 1.53% |
| #24 | ETSY INC (ETSY) - 0.76% | HOST HOTELS & RESORTS INC (HST) - 1.51% |
| #25 | ARCHROCK INC (AROC) - 0.75% | REGENCY CENTERS CORP (REG) - 1.35% |
| Total Holdings | 351 | 34 |
IJT vs XLRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJT
+2.99%
XLRE
+1.67%
3M
Winner
IJT
+11.69%
XLRE
+4.66%
6M
Winner
IJT
+15.83%
XLRE
+9.36%
1Y
Winner
IJT
+29.98%
XLRE
+12.58%
5Y(CAGR)
Winner
IJT
+7.71%
XLRE
+3.05%
10Y(CAGR)
Winner
IJT
+11.05%
XLRE
+6.47%
Max(CAGR)
Winner
IJT
+9.65%
XLRE
+7.50%
IJT vs XLRE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJT | XLRE |
|---|---|---|
| 2026 | +22.39% | +14.31% |
| 2025 | +5.10% | +3.56% |
| 2024 | +10.13% | +4.11% |
| 2023 | +17.67% | +11.95% |
| 2022 | -21.74% | -25.56% |
| 2021 | +23.41% | +50.96% |
| 2020 | +19.03% | -0.96% |
| 2019 | +21.08% | +31.71% |
| 2018 | -4.80% | -1.81% |
| 2017 | +14.05% | +10.33% |
| 2016 | +25.73% | +5.18% |
| 2015 | +3.35% | +4.38% |
| 2014 | +5.01% | N/A |
| 2013 | +38.45% | N/A |
| 2012 | +13.49% | N/A |
| 2011 | +1.63% | N/A |
| 2010 | +25.66% | N/A |
| 2009 | +26.13% | N/A |
| 2008 | -32.71% | N/A |
| 2007 | +6.09% | N/A |
| 2006 | +8.46% | N/A |
| 2005 | +10.75% | N/A |
| 2004 | +21.10% | N/A |
| 2003 | +33.27% | N/A |
| 2002 | -14.85% | N/A |
| 2001 | +4.08% | N/A |
| 2000 | +1.71% | N/A |
IJT vs XLRE Drawdown Comparison
The maximum drawdown for IJT was -57.60%, occurring on Mar 9, 2009. Recovery took 806 trading sessions.
The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.
The current IJT drawdown is -2.53%.
| Rank | IJT | XLRE |
|---|---|---|
| #1 | -57.60% Oct 10, 2007 - Dec 21, 2010 | -38.80% Feb 21, 2020 - Apr 1, 2021 |
| #2 | -42.03% Aug 31, 2018 - Nov 16, 2020 | -34.11% Dec 31, 2021 - Jun 9, 2026 |
| #3 | -36.43% Sep 1, 2000 - Dec 1, 2003 | -14.65% Aug 1, 2016 - Nov 7, 2017 |
| #4 | -29.23% Nov 8, 2021 - Jul 16, 2024 | -13.42% Dec 29, 2015 - Mar 17, 2016 |
| #5 | -27.41% Nov 25, 2024 - Jan 15, 2026 | -12.51% Dec 6, 2018 - Jan 31, 2019 |
| #6 | -26.45% Jul 7, 2011 - Mar 26, 2012 | -12.35% Nov 13, 2017 - Jul 5, 2018 |
| #7 | -19.69% Jun 23, 2015 - Jul 12, 2016 | -8.32% Aug 20, 2018 - Nov 30, 2018 |
| #8 | -14.11% May 9, 2006 - Feb 1, 2007 | -8.27% Sep 2, 2021 - Nov 3, 2021 |
| #9 | -12.70% Jun 30, 2004 - Oct 27, 2004 | -6.74% Oct 21, 2019 - Jan 21, 2020 |
| #10 | -12.36% Jul 3, 2014 - Dec 22, 2014 | -6.10% Oct 22, 2015 - Dec 29, 2015 |
| #11 | -11.11% Mar 7, 2005 - Jul 5, 2005 | -5.79% May 10, 2016 - Jun 29, 2016 |
| #12 | -10.60% Sep 14, 2012 - Jan 2, 2013 | -4.83% Jun 20, 2019 - Jul 10, 2019 |
| #13 | -10.21% Mar 26, 2012 - Sep 6, 2012 | -4.80% Nov 24, 2021 - Dec 7, 2021 |
| #14 | -9.51% Apr 5, 2004 - Jun 25, 2004 | -4.25% Apr 12, 2019 - May 24, 2019 |
| #15 | -9.34% Jul 31, 2024 - Oct 16, 2024 | -4.04% Apr 30, 2021 - May 24, 2021 |
Correlation
Correlation between IJT and XLRE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2000 - 2026)
IJT vs XLRE dividend yield comparison.
| Year | IJT | XLRE |
|---|---|---|
| 2026 | 0.27% | 1.43% |
| 2025 | 0.91% | 3.45% |
| 2024 | 1.06% | 3.43% |
| 2023 | 1.02% | 3.31% |
| 2022 | 1.08% | 3.70% |
| 2021 | 0.63% | 2.61% |
| 2020 | 0.68% | 3.15% |
| 2019 | 0.92% | 3.06% |
| 2018 | 0.92% | 3.78% |
| 2017 | 0.86% | 3.25% |
| 2016 | 1.03% | 4.22% |
| 2015 | 1.14% | 1.09% |
| 2014 | 0.78% | 0.00% |
| 2013 | 0.70% | 0.00% |
| 2012 | 1.41% | 0.00% |
| 2011 | 0.65% | 0.00% |
| 2010 | 0.87% | 0.00% |
| 2009 | 0.38% | 0.00% |
| 2008 | 0.95% | 0.00% |
| 2007 | 0.26% | 0.00% |
| 2006 | 0.27% | 0.00% |
| 2005 | 0.56% | 0.00% |
| 2004 | 0.34% | 0.00% |
| 2003 | 0.35% | 0.00% |
| 2002 | 0.24% | 0.00% |
| 2001 | 0.08% | 0.00% |
| 2000 | 0.79% | 0.00% |
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