XLRE vs BBUS
Comparison between THE REAL ESTATE SELECT SECTOR SPDR FUND (XLRE, ETF) and JPMORGAN BETABUILDERS U.S. EQUITY ETF (BBUS, ETF).
5-Year PerformanceBBUS has outperformed XLRE, delivering a return of +13.7% compared to +4.6%
XLRE vs BBUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLRE
$7.70B
Winner
BBUS
$7.80B
Expense Ratio
XLRE
0.08%
Winner
BBUS
0.02%
Max Drawdown
XLRE
39.28%
Winner
BBUS
35.35%
Sharpe Ratio
XLRE
0.49
Winner
BBUS
1.82
5Y Beta
Winner
XLRE
0.50
BBUS
0.98
P/E Ratio
XLRE
35.76
Winner
BBUS
29.25
Forward P/E
XLRE
35.53
Winner
BBUS
22.00
PEG Ratio
XLRE
0.54
Winner
BBUS
0.46
5Y Dividends CAGR
XLRE
1.63%
Winner
BBUS
6.78%
5Y EPS CAGR
XLRE
7.20%
Winner
BBUS
28.37%
Debt to Equity
Winner
XLRE
-53.94%
BBUS
35.02%
P/S Ratio
XLRE
6.15
Winner
BBUS
3.66
P/B Ratio
Winner
XLRE
3.07
BBUS
5.57
XLRE vs BBUS - Holdings Comparison
XLRE and BBUS have 24 common holdings. Overlap is 1.72%
XLRE's top 25 holdings weight is 93.66%. BBUS's top 25 holdings weight is 49.58%.
| Rank | XLRE | BBUS |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.24% | NVIDIA CORP (NVDA) - 7.37% |
| #2 | PROLOGIS INC (PLD) - 8.93% | APPLE INC (AAPL) - 6.67% |
| #3 | EQUINIX INC (EQIX) - 7.26% | MICROSOFT CORP (MSFT) - 4.89% |
| #4 | AMERICAN TOWER CORP (AMT) - 5.71% | AMAZON.COM INC (AMZN) - 4.30% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.69% | ALPHABET INC CLASS A (GOOGL) - 3.62% |
| #6 | SIMON PROPERTY GROUP INC (SPG) - 4.60% | BROADCOM INC (AVGO) - 3.18% |
| #7 | CBRE GROUP INC CLASS A (CBRE) - 4.35% | ALPHABET INC CLASS C (GOOG) - 3.11% |
| #8 | VENTAS INC (VTR) - 4.33% | META PLATFORMS INC CLASS A (META) - 2.12% |
| #9 | PUBLIC STORAGE (PSA) - 4.29% | TESLA INC (TSLA) - 1.76% |
| #10 | REALTY INCOME CORP (O) - 4.23% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #11 | IRON MOUNTAIN INC (IRM) - 4.09% | JPMORGAN CHASE & CO (JPM) - 1.33% |
| #12 | CROWN CASTLE INC (CCI) - 4.08% | ELI LILLY AND CO (LLY) - 1.26% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.25% | MICRON TECHNOLOGY INC (MU) - 1.15% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 3.12% | EXXON MOBIL CORP (XOM) - 1.03% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 2.76% | ADVANCED MICRO DEVICES INC (AMD) - 0.93% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 2.43% | WALMART INC (WMT) - 0.90% |
| #17 | EQUITY RESIDENTIAL (EQR) - 2.39% | VISA INC CLASS A (V) - 0.87% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.81% | JOHNSON & JOHNSON (JNJ) - 0.87% |
| #19 | WEYERHAEUSER CO (WY) - 1.79% | INTEL CORP (INTC) - 0.75% |
| #20 | INVITATION HOMES INC (INVH) - 1.70% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #21 | KIMCO REALTY CORP (KIM) - 1.67% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.28% |
| #22 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.60% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.28% |
| #23 | COSTAR GROUP INC (CSGP) - 1.55% | TJX COMPANIES INC (TJX) - 0.28% |
| #24 | HOST HOTELS & RESORTS INC (HST) - 1.43% | GILEAD SCIENCES INC (GILD) - 0.27% |
| #25 | REGENCY CENTERS CORP (REG) - 1.36% | SALESFORCE INC (CRM) - 0.27% |
| Total Holdings | 34 | 457 |
XLRE vs BBUS - Historical Returns
Returns include dividend reinvestment.
1M
XLRE
+2.77%
Winner
BBUS
+8.13%
3M
XLRE
+2.31%
Winner
BBUS
+9.03%
6M
XLRE
+10.18%
Winner
BBUS
+10.48%
1Y
XLRE
+11.30%
Winner
BBUS
+27.21%
5Y(CAGR)
XLRE
+4.63%
Winner
BBUS
+13.73%
10Y(CAGR)
XLRE
+6.86%
BBUS
N/A
Max(CAGR)
XLRE
+7.26%
Winner
BBUS
+16.15%
XLRE vs BBUS - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | XLRE | BBUS |
|---|---|---|
| 2026 | +10.22% | +8.45% |
| 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 -1.46%.
| 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 - Oct 25, 2023 | -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 | -4.45% Nov 18, 2021 - Dec 23, 2021 |
| #14 | -4.25% Apr 12, 2019 - May 24, 2019 | -4.31% Dec 6, 2024 - Jan 23, 2025 |
| #15 | -4.04% Apr 30, 2021 - May 24, 2021 | -4.05% May 7, 2021 - Jun 4, 2021 |
Correlation
Correlation between XLRE and BBUS is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2015 - 2026)
XLRE vs BBUS dividend yield comparison.
| Year | XLRE | BBUS |
|---|---|---|
| 2026 | 0.61% | 0.22% |
| 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% |
Select Stocks to Compare
Popular: XLRE vs SPYBBUS vs SPY
More Comparisons
Compare with similar stocks