SPYD vs XLRE
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF (SPYD, ETF) and STATE STREET(R) REAL ESTATE SELECT SECTOR SPDR(R) ETF (XLRE, ETF).
5-Year PerformanceSPYD has outperformed XLRE, delivering a return of +9.3% compared to +2.6%
SPYD vs XLRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPYD
$8.70B
XLRE
$8.60B
Expense Ratio
Winner
SPYD
0.07%
XLRE
0.08%
Max Drawdown
SPYD
47.32%
Winner
XLRE
39.28%
Sharpe Ratio
Winner
SPYD
1.41
XLRE
0.62
5Y Beta
SPYD
0.48
Winner
XLRE
0.45
P/E Ratio
Winner
SPYD
23.74
XLRE
38.31
Forward P/E
Winner
SPYD
14.40
XLRE
36.59
PEG Ratio
Winner
SPYD
-0.07
XLRE
0.79
5Y Dividends CAGR
Winner
SPYD
5.84%
XLRE
1.94%
5Y EPS CAGR
SPYD
6.02%
Winner
XLRE
6.37%
Debt to Equity
Winner
SPYD
-107.87%
XLRE
23.19%
P/S Ratio
Winner
SPYD
1.43
XLRE
6.25
P/B Ratio
Winner
SPYD
1.96
XLRE
3.09
SPYD vs XLRE - Holdings Comparison
SPYD and XLRE have 22 common holdings. Overlap is 25.74%
SPYD's top 25 holdings weight is 36.36%. XLRE's top 25 holdings weight is 93.46%.
| Rank | SPYD | XLRE |
|---|---|---|
| #1 | PHILLIPS 66 (PSX) - 1.71% | WELLTOWER INC (WELL) - 11.57% |
| #2 | IRON MOUNTAIN INC (IRM) - 1.53% | PROLOGIS INC (PLD) - 9.21% |
| #3 | CVS HEALTH CORP (CVS) - 1.53% | EQUINIX INC (EQIX) - 6.72% |
| #4 | APA CORP (APA) - 1.52% | AMERICAN TOWER CORP (AMT) - 5.21% |
| #5 | TARGET CORP (TGT) - 1.52% | SIMON PROPERTY GROUP INC (SPG) - 4.96% |
| #6 | EOG RESOURCES INC (EOG) - 1.51% | VENTAS INC (VTR) - 4.72% |
| #7 | VIATRIS INC (VTRS) - 1.51% | REALTY INCOME CORP (O) - 4.67% |
| #8 | HOST HOTELS & RESORTS INC (HST) - 1.49% | DIGITAL REALTY TRUST INC (DLR) - 4.56% |
| #9 | BEST BUY CO INC (BBY) - 1.48% | PUBLIC STORAGE (PSA) - 4.33% |
| #10 | EDISON INTERNATIONAL (EIX) - 1.48% | CBRE GROUP INC CLASS A (CBRE) - 4.10% |
| #11 | FRANKLIN RESOURCES INC (BEN) - 1.47% | IRON MOUNTAIN INC (IRM) - 3.73% |
| #12 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.47% | CROWN CASTLE INC (CCI) - 3.45% |
| #13 | HEALTHPEAK PROPERTIES INC (DOC) - 1.44% | EXTRA SPACE STORAGE INC (EXR) - 3.14% |
| #14 | HP INC (HPQ) - 1.44% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.96% |
| #15 | KIMCO REALTY CORP (KIM) - 1.44% | AVALONBAY COMMUNITIES INC (AVB) - 2.69% |
| #16 | ONEOK INC (OKE) - 1.43% | EQUITY RESIDENTIAL (EQR) - 2.37% |
| #17 | SIMON PROPERTY GROUP INC (SPG) - 1.43% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.95% |
| #18 | ALTRIA GROUP INC (MO) - 1.42% | ESSEX PROPERTY TRUST INC (ESS) - 1.91% |
| #19 | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.42% | KIMCO REALTY CORP (KIM) - 1.77% |
| #20 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.42% | WEYERHAEUSER CO (WY) - 1.74% |
| #21 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.36% | INVITATION HOMES INC (INVH) - 1.66% |
| #22 | REGENCY CENTERS CORP (REG) - 1.34% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.57% |
| #23 | THE KRAFT HEINZ CO (KHC) - 1.34% | HOST HOTELS & RESORTS INC (HST) - 1.55% |
| #24 | DOMINION ENERGY INC (D) - 1.34% | HEALTHPEAK PROPERTIES INC (DOC) - 1.55% |
| #25 | KINDER MORGAN INC CLASS P (KMI) - 1.32% | REGENCY CENTERS CORP (REG) - 1.37% |
| Total Holdings | 81 | 34 |
SPYD vs XLRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPYD
+2.78%
XLRE
+0.20%
3M
Winner
SPYD
+8.01%
XLRE
+2.18%
6M
SPYD
+8.40%
Winner
XLRE
+8.77%
1Y
Winner
SPYD
+21.25%
XLRE
+11.85%
5Y(CAGR)
Winner
SPYD
+9.29%
XLRE
+2.60%
10Y(CAGR)
Winner
SPYD
+8.81%
XLRE
+6.43%
Max(CAGR)
Winner
SPYD
+9.66%
XLRE
+7.35%
SPYD vs XLRE - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SPYD | XLRE |
|---|---|---|
| 2026 | +16.91% | +13.11% |
| 2025 | +4.95% | +3.56% |
| 2024 | +13.90% | +4.11% |
| 2023 | +3.67% | +11.95% |
| 2022 | -1.93% | -25.56% |
| 2021 | +35.01% | +50.96% |
| 2020 | -10.84% | -0.96% |
| 2019 | +21.98% | +31.71% |
| 2018 | -5.21% | -1.81% |
| 2017 | +11.68% | +10.33% |
| 2016 | +25.61% | +5.18% |
| 2015 | -2.59% | +4.38% |
SPYD vs XLRE Drawdown Comparison
The maximum drawdown for SPYD was -46.38%, occurring on Mar 23, 2020. Recovery took 278 trading sessions.
The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.
The current SPYD drawdown is -1.27%. The current XLRE drawdown is -2.24%.
| Rank | SPYD | XLRE |
|---|---|---|
| #1 | -46.38% Jan 16, 2020 - Feb 24, 2021 | -38.80% Feb 21, 2020 - Apr 1, 2021 |
| #2 | -22.20% Apr 20, 2022 - Jul 11, 2024 | -34.11% Dec 31, 2021 - Jun 9, 2026 |
| #3 | -16.15% Nov 27, 2024 - Jan 14, 2026 | -14.65% Aug 1, 2016 - Nov 7, 2017 |
| #4 | -13.63% Aug 20, 2018 - Feb 19, 2019 | -13.42% Dec 29, 2015 - Mar 17, 2016 |
| #5 | -9.68% Nov 3, 2015 - Mar 2, 2016 | -12.51% Dec 6, 2018 - Jan 31, 2019 |
| #6 | -9.60% Jan 26, 2018 - Aug 3, 2018 | -12.35% Nov 13, 2017 - Jul 5, 2018 |
| #7 | -9.20% Jun 8, 2021 - Nov 15, 2021 | -8.32% Aug 20, 2018 - Nov 30, 2018 |
| #8 | -8.71% Jul 3, 2019 - Sep 11, 2019 | -8.27% Sep 2, 2021 - Nov 3, 2021 |
| #9 | -7.72% Apr 12, 2019 - Jul 3, 2019 | -6.74% Oct 21, 2019 - Jan 21, 2020 |
| #10 | -7.05% Feb 13, 2026 - May 22, 2026 | -6.10% Oct 22, 2015 - Dec 29, 2015 |
| #11 | -6.76% Nov 15, 2021 - Dec 27, 2021 | -5.79% May 10, 2016 - Jun 29, 2016 |
| #12 | -6.34% Sep 7, 2016 - Nov 15, 2016 | -4.83% Jun 20, 2019 - Jul 10, 2019 |
| #13 | -5.54% Jan 14, 2022 - Mar 25, 2022 | -4.80% Nov 24, 2021 - Dec 7, 2021 |
| #14 | -5.01% Sep 11, 2019 - Oct 22, 2019 | -4.25% Apr 12, 2019 - May 24, 2019 |
| #15 | -4.56% Mar 15, 2021 - Apr 15, 2021 | -4.04% Apr 30, 2021 - May 24, 2021 |
Correlation
Correlation between SPYD and XLRE is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2015 - 2026)
SPYD vs XLRE dividend yield comparison.
| Year | SPYD | XLRE |
|---|---|---|
| 2026 | 1.99% | 1.45% |
| 2025 | 4.52% | 3.45% |
| 2024 | 4.31% | 3.43% |
| 2023 | 4.66% | 3.31% |
| 2022 | 5.01% | 3.70% |
| 2021 | 3.68% | 2.61% |
| 2020 | 4.95% | 3.15% |
| 2019 | 4.42% | 3.06% |
| 2018 | 4.75% | 3.78% |
| 2017 | 4.63% | 3.25% |
| 2016 | 4.34% | 4.22% |
| 2015 | 1.13% | 1.09% |
Select Stocks to Compare
Popular: SPYD vs SPYXLRE vs SPY
More Comparisons
Compare with similar stocks