IXN vs XLRE
Comparison between ISHARES GLOBAL TECH ETF (IXN, ETF) and THE REAL ESTATE SELECT SECTOR SPDR FUND (XLRE, ETF).
IXN is from the Technology sector, while XLRE is from the Real Estate sector.
5-Year PerformanceIXN has outperformed XLRE, delivering a return of +22.0% compared to +4.6%
IXN vs XLRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IXN
$7.80B
XLRE
$7.70B
Expense Ratio
IXN
0.39%
Winner
XLRE
0.08%
Max Drawdown
IXN
56.25%
Winner
XLRE
39.28%
Sharpe Ratio
Winner
IXN
2.19
XLRE
0.49
5Y Beta
IXN
1.41
Winner
XLRE
0.50
P/E Ratio
IXN
38.04
Winner
XLRE
35.76
Forward P/E
Winner
IXN
24.70
XLRE
35.53
PEG Ratio
Winner
IXN
0.34
XLRE
0.54
5Y Dividends CAGR
Winner
IXN
20.67%
XLRE
1.63%
5Y EPS CAGR
Winner
IXN
34.13%
XLRE
7.20%
Debt to Equity
Winner
IXN
-87.44%
XLRE
-53.94%
P/S Ratio
Winner
IXN
5.91
XLRE
6.15
P/B Ratio
IXN
9.86
Winner
XLRE
3.07
IXN vs XLRE - Holdings Comparison
IXN and XLRE have 1 common holdings. Overlap is -0.02%
IXN's top 25 holdings weight is 75.27%. XLRE's top 25 holdings weight is 93.66%.
| Rank | IXN | XLRE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.99% | WELLTOWER INC (WELL) - 10.24% |
| #2 | APPLE INC (AAPL) - 10.95% | PROLOGIS INC (PLD) - 8.93% |
| #3 | MICROSOFT CORP (MSFT) - 8.27% | EQUINIX INC (EQIX) - 7.26% |
| #4 | BROADCOM INC (AVGO) - 5.32% | AMERICAN TOWER CORP (AMT) - 5.71% |
| #5 | n/a (n/a) - 4.67% | DIGITAL REALTY TRUST INC (DLR) - 4.69% |
| #6 | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.76% | SIMON PROPERTY GROUP INC (SPG) - 4.60% |
| #7 | MICRON TECHNOLOGY INC (MU) - 3.09% | CBRE GROUP INC CLASS A (CBRE) - 4.35% |
| #8 | ADVANCED MICRO DEVICES INC (AMD) - 2.65% | VENTAS INC (VTR) - 4.33% |
| #9 | SK HYNIX INC (n/a) - 2.57% | PUBLIC STORAGE (PSA) - 4.29% |
| #10 | ASML HOLDING NV (n/a) - 2.57% | REALTY INCOME CORP (O) - 4.23% |
| #11 | INTEL CORP (INTC) - 2.14% | IRON MOUNTAIN INC (IRM) - 4.09% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.74% | CROWN CASTLE INC (CCI) - 4.08% |
| #13 | n/a (PLTR) - 1.59% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.25% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.54% | EXTRA SPACE STORAGE INC (EXR) - 3.12% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.48% | AVALONBAY COMMUNITIES INC (AVB) - 2.76% |
| #16 | ORACLE CORP (ORCL) - 1.46% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 2.43% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 1.21% | EQUITY RESIDENTIAL (EQR) - 2.39% |
| #18 | KLA CORP (KLAC) - 1.07% | ESSEX PROPERTY TRUST INC (ESS) - 1.81% |
| #19 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.02% | WEYERHAEUSER CO (WY) - 1.79% |
| #20 | ANALOG DEVICES INC (ADI) - 0.92% | INVITATION HOMES INC (INVH) - 1.70% |
| #21 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.88% | KIMCO REALTY CORP (KIM) - 1.67% |
| #22 | QUALCOMM INC (QCOM) - 0.86% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.60% |
| #23 | ARISTA NETWORKS INC (ANET) - 0.85% | COSTAR GROUP INC (CSGP) - 1.55% |
| #24 | SAP SE (n/a) - 0.84% | HOST HOTELS & RESORTS INC (HST) - 1.43% |
| #25 | SALESFORCE INC (CRM) - 0.83% | REGENCY CENTERS CORP (REG) - 1.36% |
| Total Holdings | 141 | 34 |
IXN vs XLRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IXN
+21.28%
XLRE
+2.77%
3M
Winner
IXN
+26.10%
XLRE
+2.31%
6M
Winner
IXN
+28.11%
XLRE
+10.18%
1Y
Winner
IXN
+59.05%
XLRE
+11.30%
5Y(CAGR)
Winner
IXN
+22.02%
XLRE
+4.63%
10Y(CAGR)
Winner
IXN
+24.83%
XLRE
+6.86%
Max(CAGR)
Winner
IXN
+12.35%
XLRE
+7.26%
IXN vs XLRE - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXN | XLRE |
|---|---|---|
| 2026 | +25.86% | +10.22% |
| 2025 | +25.60% | +3.56% |
| 2024 | +28.36% | +4.11% |
| 2023 | +54.20% | +11.95% |
| 2022 | -30.60% | -25.56% |
| 2021 | +30.90% | +50.96% |
| 2020 | +41.15% | -0.96% |
| 2019 | +47.55% | +31.71% |
| 2018 | -6.75% | -1.81% |
| 2017 | +40.11% | +10.33% |
| 2016 | +15.95% | +5.18% |
| 2015 | +4.27% | +4.38% |
| 2014 | +16.69% | N/A |
| 2013 | +21.45% | N/A |
| 2012 | +13.68% | N/A |
| 2011 | -4.54% | N/A |
| 2010 | +8.27% | N/A |
| 2009 | +48.03% | N/A |
| 2008 | -42.01% | N/A |
| 2007 | +12.40% | N/A |
| 2006 | +6.99% | N/A |
| 2005 | +5.43% | N/A |
| 2004 | +2.41% | N/A |
| 2003 | +41.04% | N/A |
| 2002 | -38.26% | N/A |
| 2001 | +0.32% | N/A |
IXN vs XLRE Drawdown Comparison
The maximum drawdown for IXN was -55.66%, occurring on Mar 9, 2009. Recovery took 1099 trading sessions.
The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.
The current IXN drawdown is -0.77%. The current XLRE drawdown is -1.46%.
| Rank | IXN | XLRE |
|---|---|---|
| #1 | -55.66% Oct 31, 2007 - Mar 13, 2012 | -38.80% Feb 21, 2020 - Apr 1, 2021 |
| #2 | -55.51% Dec 6, 2001 - Jan 4, 2007 | -34.11% Dec 31, 2021 - Oct 25, 2023 |
| #3 | -36.30% Dec 27, 2021 - Nov 20, 2023 | -14.65% Aug 1, 2016 - Nov 7, 2017 |
| #4 | -30.89% Feb 19, 2020 - Jun 10, 2020 | -13.42% Dec 29, 2015 - Mar 17, 2016 |
| #5 | -25.55% Feb 18, 2025 - Jun 24, 2025 | -12.51% Dec 6, 2018 - Jan 31, 2019 |
| #6 | -23.64% Aug 29, 2018 - Apr 12, 2019 | -12.35% Nov 13, 2017 - Jul 5, 2018 |
| #7 | -16.87% Jul 10, 2024 - Dec 16, 2024 | -8.32% Aug 20, 2018 - Nov 30, 2018 |
| #8 | -14.88% Dec 4, 2015 - Jul 12, 2016 | -8.27% Sep 2, 2021 - Nov 3, 2021 |
| #9 | -14.63% May 21, 2015 - Nov 2, 2015 | -6.74% Oct 21, 2019 - Jan 21, 2020 |
| #10 | -14.13% Apr 2, 2012 - Apr 30, 2013 | -6.10% Oct 22, 2015 - Dec 29, 2015 |
| #11 | -13.80% Oct 29, 2025 - Apr 14, 2026 | -5.79% May 10, 2016 - Jun 29, 2016 |
| #12 | -11.29% Sep 2, 2020 - Dec 1, 2020 | -4.83% Jun 20, 2019 - Jul 10, 2019 |
| #13 | -10.79% Jan 26, 2018 - Mar 9, 2018 | -4.80% Nov 24, 2021 - Dec 7, 2021 |
| #14 | -10.02% Jul 19, 2007 - Sep 27, 2007 | -4.25% Apr 12, 2019 - May 24, 2019 |
| #15 | -9.90% Apr 24, 2019 - Jul 1, 2019 | -4.04% Apr 30, 2021 - May 24, 2021 |
Correlation
Correlation between IXN and XLRE is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2004 - 2026)
IXN vs XLRE dividend yield comparison.
| Year | IXN | XLRE |
|---|---|---|
| 2026 | 0.00% | 0.61% |
| 2025 | 1.04% | 3.45% |
| 2024 | 0.43% | 3.43% |
| 2023 | 0.55% | 3.31% |
| 2022 | 0.81% | 3.70% |
| 2021 | 0.58% | 2.61% |
| 2020 | 0.63% | 3.15% |
| 2019 | 1.06% | 3.06% |
| 2018 | 0.94% | 3.78% |
| 2017 | 0.93% | 3.25% |
| 2016 | 1.03% | 4.22% |
| 2015 | 1.12% | 1.09% |
| 2014 | 1.14% | 0.00% |
| 2013 | 1.02% | 0.00% |
| 2012 | 1.08% | 0.00% |
| 2011 | 0.99% | 0.00% |
| 2010 | 0.67% | 0.00% |
| 2009 | 0.61% | 0.00% |
| 2008 | 1.19% | 0.00% |
| 2007 | 0.36% | 0.00% |
| 2006 | 0.22% | 0.00% |
| 2005 | 0.05% | 0.00% |
| 2004 | 1.21% | 0.00% |
Select Stocks to Compare
Popular: IXN vs SPYXLRE vs SPY
More Comparisons
Compare with similar stocks