XLRE vs BBUS
Comparison between STATE STREET(R) REAL ESTATE SELECT SECTOR SPDR(R) ETF (XLRE, ETF) and JPMORGAN BETABUILDERS U.S. EQUITY ETF (BBUS, ETF).
5-Year PerformanceBBUS has outperformed XLRE, delivering a return of +12.9% compared to +2.6%
XLRE vs BBUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLRE
$8.60B
BBUS
$8.50B
Expense Ratio
XLRE
0.08%
Winner
BBUS
0.02%
Max Drawdown
XLRE
39.28%
Winner
BBUS
35.35%
Sharpe Ratio
XLRE
0.62
Winner
BBUS
1.38
5Y Beta
Winner
XLRE
0.45
BBUS
0.98
P/E Ratio
XLRE
38.31
Winner
BBUS
26.33
Forward P/E
XLRE
36.59
Winner
BBUS
20.46
PEG Ratio
XLRE
0.79
Winner
BBUS
0.27
5Y Dividends CAGR
XLRE
1.94%
Winner
BBUS
6.79%
5Y EPS CAGR
XLRE
6.37%
Winner
BBUS
29.21%
Debt to Equity
Winner
XLRE
23.19%
BBUS
47.58%
P/S Ratio
XLRE
6.25
Winner
BBUS
3.75
P/B Ratio
Winner
XLRE
3.09
BBUS
5.56
XLRE vs BBUS - Holdings Comparison
XLRE and BBUS have 23 common holdings. Overlap is 1.70%
XLRE's top 25 holdings weight is 93.46%. BBUS's top 25 holdings weight is 49.35%.
| Rank | XLRE | BBUS |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 11.57% | NVIDIA CORP (NVDA) - 7.52% |
| #2 | PROLOGIS INC (PLD) - 9.21% | APPLE INC (AAPL) - 7.44% |
| #3 | EQUINIX INC (EQIX) - 6.72% | MICROSOFT CORP (MSFT) - 4.57% |
| #4 | AMERICAN TOWER CORP (AMT) - 5.21% | AMAZON.COM INC (AMZN) - 3.76% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.96% | ALPHABET INC CLASS A (GOOGL) - 3.15% |
| #6 | VENTAS INC (VTR) - 4.72% | BROADCOM INC (AVGO) - 2.78% |
| #7 | REALTY INCOME CORP (O) - 4.67% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | DIGITAL REALTY TRUST INC (DLR) - 4.56% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | PUBLIC STORAGE (PSA) - 4.33% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | CBRE GROUP INC CLASS A (CBRE) - 4.10% | TESLA INC (TSLA) - 1.65% |
| #11 | IRON MOUNTAIN INC (IRM) - 3.73% | ELI LILLY AND CO (LLY) - 1.46% |
| #12 | CROWN CASTLE INC (CCI) - 3.45% | JPMORGAN CHASE & CO (JPM) - 1.44% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 3.14% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.96% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 2.69% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.98% |
| #16 | EQUITY RESIDENTIAL (EQR) - 2.37% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.95% | VISA INC CLASS A (V) - 0.91% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.91% | WALMART INC (WMT) - 0.75% |
| #19 | KIMCO REALTY CORP (KIM) - 1.77% | INTEL CORP (INTC) - 0.71% |
| #20 | WEYERHAEUSER CO (WY) - 1.74% | ABBVIE INC (ABBV) - 0.70% |
| #21 | INVITATION HOMES INC (INVH) - 1.66% | WESTERN DIGITAL CORP (WDC) - 0.29% |
| #22 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.57% | PEPSICO INC (PEP) - 0.29% |
| #23 | HOST HOTELS & RESORTS INC (HST) - 1.55% | MARVELL TECHNOLOGY INC (MRVL) - 0.28% |
| #24 | HEALTHPEAK PROPERTIES INC (DOC) - 1.55% | ARISTA NETWORKS INC (ANET) - 0.28% |
| #25 | REGENCY CENTERS CORP (REG) - 1.37% | QUALCOMM INC (QCOM) - 0.28% |
| Total Holdings | 34 | 433 |
XLRE vs BBUS - Historical Returns
Returns include dividend reinvestment.
1M
XLRE
+0.20%
Winner
BBUS
+3.47%
3M
XLRE
+2.18%
Winner
BBUS
+6.11%
6M
XLRE
+8.77%
Winner
BBUS
+12.63%
1Y
XLRE
+11.85%
Winner
BBUS
+23.06%
5Y(CAGR)
XLRE
+2.60%
Winner
BBUS
+12.86%
10Y(CAGR)
XLRE
+6.43%
BBUS
N/A
Max(CAGR)
XLRE
+7.35%
Winner
BBUS
+16.31%
XLRE vs BBUS - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | XLRE | BBUS |
|---|---|---|
| 2026 | +13.11% | +13.49% |
| 2025 | +3.56% | +17.98% |
| 2024 | +4.11% | +25.63% |
| 2023 | +11.95% | +27.68% |
| 2022 | -25.56% | -19.87% |
| 2021 | +50.96% | +28.82% |
| 2020 | -0.96% | +19.58% |
| 2019 | +31.71% | +16.54% |
| 2018 | -1.81% | N/A |
| 2017 | +10.33% | N/A |
| 2016 | +5.18% | N/A |
| 2015 | +4.38% | N/A |
XLRE vs BBUS Drawdown Comparison
The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.
The maximum drawdown for BBUS was -35.35%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The current XLRE drawdown is -2.24%.
| Rank | XLRE | BBUS |
|---|---|---|
| #1 | -38.80% Feb 21, 2020 - Apr 1, 2021 | -35.35% Jan 16, 2020 - Aug 24, 2020 |
| #2 | -34.11% Dec 31, 2021 - Jun 9, 2026 | -25.46% Dec 29, 2021 - Dec 13, 2023 |
| #3 | -14.65% Aug 1, 2016 - Nov 7, 2017 | -19.01% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -13.42% Dec 29, 2015 - Mar 17, 2016 | -9.57% Sep 2, 2020 - Nov 13, 2020 |
| #5 | -12.51% Dec 6, 2018 - Jan 31, 2019 | -9.21% Jan 12, 2026 - Apr 15, 2026 |
| #6 | -12.35% Nov 13, 2017 - Jul 5, 2018 | -8.54% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -8.32% Aug 20, 2018 - Nov 30, 2018 | -6.68% May 3, 2019 - Jun 20, 2019 |
| #8 | -8.27% Sep 2, 2021 - Nov 3, 2021 | -5.94% Jul 26, 2019 - Oct 25, 2019 |
| #9 | -6.74% Oct 21, 2019 - Jan 21, 2020 | -5.31% Mar 28, 2024 - May 14, 2024 |
| #10 | -6.10% Oct 22, 2015 - Dec 29, 2015 | -5.28% Sep 3, 2021 - Oct 20, 2021 |
| #11 | -5.79% May 10, 2016 - Jun 29, 2016 | -5.18% Oct 29, 2025 - Dec 11, 2025 |
| #12 | -4.83% Jun 20, 2019 - Jul 10, 2019 | -4.72% Feb 12, 2021 - Mar 15, 2021 |
| #13 | -4.80% Nov 24, 2021 - Dec 7, 2021 | -4.60% Jun 2, 2026 - Aug 4, 2026 |
| #14 | -4.25% Apr 12, 2019 - May 24, 2019 | -4.45% Nov 18, 2021 - Dec 23, 2021 |
| #15 | -4.04% Apr 30, 2021 - May 24, 2021 | -4.31% Dec 6, 2024 - Jan 23, 2025 |
Correlation
Correlation between XLRE and BBUS is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2015 - 2026)
XLRE vs BBUS dividend yield comparison.
| Year | XLRE | BBUS |
|---|---|---|
| 2026 | 1.45% | 0.45% |
| 2025 | 3.45% | 1.07% |
| 2024 | 3.43% | 1.21% |
| 2023 | 3.31% | 1.38% |
| 2022 | 3.70% | 1.57% |
| 2021 | 2.61% | 1.11% |
| 2020 | 3.15% | 1.43% |
| 2019 | 3.06% | 1.37% |
| 2018 | 3.78% | 0.00% |
| 2017 | 3.25% | 0.00% |
| 2016 | 4.22% | 0.00% |
| 2015 | 1.09% | 0.00% |
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