JQUA vs XLRE
Comparison between JPMORGAN U.S. QUALITY FACTOR ETF (JQUA, ETF) and STATE STREET(R) REAL ESTATE SELECT SECTOR SPDR(R) ETF (XLRE, ETF).
5-Year PerformanceJQUA has outperformed XLRE, delivering a return of +13.4% compared to +3.0%
JQUA vs XLRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JQUA
$8.20B
XLRE
$8.10B
Expense Ratio
JQUA
0.12%
Winner
XLRE
0.08%
Max Drawdown
Winner
JQUA
32.92%
XLRE
39.28%
Sharpe Ratio
Winner
JQUA
1.44
XLRE
0.71
5Y Beta
JQUA
0.85
Winner
XLRE
0.47
P/E Ratio
Winner
JQUA
26.35
XLRE
37.04
Forward P/E
Winner
JQUA
20.05
XLRE
35.71
PEG Ratio
Winner
JQUA
0.11
XLRE
0.92
5Y Dividends CAGR
Winner
JQUA
7.11%
XLRE
1.94%
5Y EPS CAGR
Winner
JQUA
20.10%
XLRE
7.20%
Debt to Equity
Winner
JQUA
4.63%
XLRE
21.10%
P/S Ratio
Winner
JQUA
3.99
XLRE
6.08
P/B Ratio
JQUA
6.21
Winner
XLRE
3.10
JQUA vs XLRE - Holdings Comparison
JQUA and XLRE have 10 common holdings. Overlap is 1.54%
JQUA's top 25 holdings weight is 36.28%. XLRE's top 25 holdings weight is 93.06%.
| Rank | JQUA | XLRE |
|---|---|---|
| #1 | APPLE INC (AAPL) - 2.13% | WELLTOWER INC (WELL) - 11.28% |
| #2 | BROADCOM INC (AVGO) - 2.02% | PROLOGIS INC (PLD) - 9.00% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 2.00% | EQUINIX INC (EQIX) - 6.78% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 1.99% | AMERICAN TOWER CORP (AMT) - 5.18% |
| #5 | NVIDIA CORP (NVDA) - 1.97% | SIMON PROPERTY GROUP INC (SPG) - 4.95% |
| #6 | MICRON TECHNOLOGY INC (MU) - 1.91% | VENTAS INC (VTR) - 4.64% |
| #7 | META PLATFORMS INC CLASS A (META) - 1.82% | REALTY INCOME CORP (O) - 4.60% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.69% | DIGITAL REALTY TRUST INC (DLR) - 4.55% |
| #9 | VISA INC CLASS A (V) - 1.68% | PUBLIC STORAGE (PSA) - 4.53% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.67% | CBRE GROUP INC CLASS A (CBRE) - 4.27% |
| #11 | MICROSOFT CORP (MSFT) - 1.67% | IRON MOUNTAIN INC (IRM) - 3.49% |
| #12 | EXXON MOBIL CORP (XOM) - 1.58% | CROWN CASTLE INC (CCI) - 3.42% |
| #13 | CISCO SYSTEMS INC (CSCO) - 1.33% | EXTRA SPACE STORAGE INC (EXR) - 3.16% |
| #14 | ABBVIE INC (ABBV) - 1.26% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.97% |
| #15 | MASTERCARD INC CLASS A (MA) - 1.26% | AVALONBAY COMMUNITIES INC (AVB) - 2.75% |
| #16 | COSTCO WHOLESALE CORP (COST) - 1.22% | EQUITY RESIDENTIAL (EQR) - 2.42% |
| #17 | LAM RESEARCH CORP (LRCX) - 1.20% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.97% |
| #18 | APPLIED MATERIALS INC (AMAT) - 1.18% | ESSEX PROPERTY TRUST INC (ESS) - 1.94% |
| #19 | PROCTER & GAMBLE CO (PG) - 1.03% | KIMCO REALTY CORP (KIM) - 1.73% |
| #20 | THE HOME DEPOT INC (HD) - 1.00% | WEYERHAEUSER CO (WY) - 1.70% |
| #21 | MERCK & CO INC (MRK) - 1.00% | INVITATION HOMES INC (INVH) - 1.67% |
| #22 | GE VERNOVA INC (GEV) - 0.98% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.67% |
| #23 | n/a (PLTR) - 0.93% | HEALTHPEAK PROPERTIES INC (DOC) - 1.53% |
| #24 | PALO ALTO NETWORKS INC (PANW) - 0.90% | HOST HOTELS & RESORTS INC (HST) - 1.51% |
| #25 | TEXAS INSTRUMENTS INC (TXN) - 0.86% | REGENCY CENTERS CORP (REG) - 1.35% |
| Total Holdings | 312 | 34 |
JQUA vs XLRE - Historical Returns
Returns include dividend reinvestment.
1M
JQUA
+1.38%
Winner
XLRE
+1.67%
3M
Winner
JQUA
+11.49%
XLRE
+4.66%
6M
Winner
JQUA
+12.84%
XLRE
+9.36%
1Y
Winner
JQUA
+21.95%
XLRE
+12.58%
5Y(CAGR)
Winner
JQUA
+13.39%
XLRE
+3.05%
10Y(CAGR)
Winner
JQUA
+14.76%
XLRE
+6.47%
Max(CAGR)
Winner
JQUA
+14.76%
XLRE
+7.50%
JQUA vs XLRE - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | JQUA | XLRE |
|---|---|---|
| 2026 | +14.91% | +14.31% |
| 2025 | +12.00% | +3.56% |
| 2024 | +21.92% | +4.11% |
| 2023 | +25.36% | +11.95% |
| 2022 | -13.11% | -25.56% |
| 2021 | +30.71% | +50.96% |
| 2020 | +15.70% | -0.96% |
| 2019 | +28.30% | +31.71% |
| 2018 | -2.96% | -1.81% |
| 2017 | +5.07% | +10.33% |
| 2016 | N/A | +5.18% |
| 2015 | N/A | +4.38% |
JQUA vs XLRE Drawdown Comparison
The maximum drawdown for JQUA was -32.92%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.
The current JQUA drawdown is -0.51%.
| Rank | JQUA | XLRE |
|---|---|---|
| #1 | -32.92% Feb 19, 2020 - Aug 12, 2020 | -38.80% Feb 21, 2020 - Apr 1, 2021 |
| #2 | -22.47% Dec 29, 2021 - Jul 13, 2023 | -34.11% Dec 31, 2021 - Jun 9, 2026 |
| #3 | -17.07% Sep 21, 2018 - Mar 21, 2019 | -14.65% Aug 1, 2016 - Nov 7, 2017 |
| #4 | -16.81% Feb 18, 2025 - Jul 3, 2025 | -13.42% Dec 29, 2015 - Mar 17, 2016 |
| #5 | -9.67% Jan 26, 2018 - Aug 9, 2018 | -12.51% Dec 6, 2018 - Jan 31, 2019 |
| #6 | -8.78% Jul 31, 2023 - Nov 20, 2023 | -12.35% Nov 13, 2017 - Jul 5, 2018 |
| #7 | -8.22% Sep 2, 2020 - Nov 11, 2020 | -8.32% Aug 20, 2018 - Nov 30, 2018 |
| #8 | -7.13% Jan 27, 2026 - Apr 15, 2026 | -8.27% Sep 2, 2021 - Nov 3, 2021 |
| #9 | -6.32% Jul 16, 2024 - Aug 19, 2024 | -6.74% Oct 21, 2019 - Jan 21, 2020 |
| #10 | -5.88% Apr 30, 2019 - Jun 19, 2019 | -6.10% Oct 22, 2015 - Dec 29, 2015 |
| #11 | -5.84% Mar 21, 2024 - Jun 17, 2024 | -5.79% May 10, 2016 - Jun 29, 2016 |
| #12 | -5.82% Sep 3, 2021 - Oct 25, 2021 | -4.83% Jun 20, 2019 - Jul 10, 2019 |
| #13 | -5.52% Jul 26, 2019 - Oct 28, 2019 | -4.80% Nov 24, 2021 - Dec 7, 2021 |
| #14 | -5.48% Dec 6, 2024 - Feb 5, 2025 | -4.25% Apr 12, 2019 - May 24, 2019 |
| #15 | -5.36% Oct 27, 2025 - Dec 10, 2025 | -4.04% Apr 30, 2021 - May 24, 2021 |
Correlation
Correlation between JQUA and XLRE is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2015 - 2026)
JQUA vs XLRE dividend yield comparison.
| Year | JQUA | XLRE |
|---|---|---|
| 2026 | 0.50% | 1.43% |
| 2025 | 1.19% | 3.45% |
| 2024 | 1.24% | 3.43% |
| 2023 | 1.22% | 3.31% |
| 2022 | 1.60% | 3.70% |
| 2021 | 1.32% | 2.61% |
| 2020 | 1.44% | 3.15% |
| 2019 | 1.67% | 3.06% |
| 2018 | 2.10% | 3.78% |
| 2017 | 0.40% | 3.25% |
| 2016 | 0.00% | 4.22% |
| 2015 | 0.00% | 1.09% |
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