XLRE vs BOND
Comparison between STATE STREET(R) REAL ESTATE SELECT SECTOR SPDR(R) ETF (XLRE, ETF) and PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND, ETF).
5-Year PerformanceXLRE has outperformed BOND, delivering a return of +2.5% compared to +0.1%
XLRE vs BOND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLRE
$8.60B
BOND
$8.50B
Expense Ratio
Winner
XLRE
0.08%
BOND
0.54%
Max Drawdown
XLRE
39.28%
Winner
BOND
24.58%
Sharpe Ratio
Winner
XLRE
0.57
BOND
-0.09
5Y Beta
XLRE
0.45
Winner
BOND
0.05
P/E Ratio
XLRE
37.34
BOND
N/A
Forward P/E
XLRE
36.44
BOND
N/A
PEG Ratio
XLRE
0.32
BOND
N/A
5Y Dividends CAGR
XLRE
1.94%
Winner
BOND
9.31%
5Y EPS CAGR
XLRE
6.27%
BOND
N/A
Debt to Equity
XLRE
25.55%
BOND
N/A
P/S Ratio
XLRE
6.12
BOND
N/A
P/B Ratio
XLRE
3.07
BOND
N/A
XLRE vs BOND - Holdings Comparison
XLRE and BOND have 1 common holdings. Overlap is -1.82%
XLRE's top 25 holdings weight is 93.55%. BOND's top 25 holdings weight is 60.72%.
| Rank | XLRE | BOND |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 11.20% | U S TREASURY REPO (n/a) - 14.79% |
| #2 | PROLOGIS INC (PLD) - 8.78% | PIMCO MORTGAGE-BACKED SECURITIES ACT ETF (PMBS) - 4.06% |
| #3 | EQUINIX INC (EQIX) - 6.97% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 3.87% |
| #4 | AMERICAN TOWER CORP (AMT) - 5.24% | n/a (n/a) - 3.79% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 5.04% | UNITED STATES TREASURY BONDS 3.875% (n/a) - 3.36% |
| #6 | SIMON PROPERTY GROUP INC (SPG) - 4.88% | UNITED STATES TREASURY BONDS 4.625% (n/a) - 3.26% |
| #7 | PUBLIC STORAGE (PSA) - 4.76% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 3.23% |
| #8 | VENTAS INC (VTR) - 4.54% | n/a (n/a) - 3.08% |
| #9 | REALTY INCOME CORP (O) - 4.48% | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 3.08% |
| #10 | CBRE GROUP INC CLASS A (CBRE) - 4.46% | CDX IG46 5Y ICE (n/a) - 2.05% |
| #11 | IRON MOUNTAIN INC (IRM) - 3.81% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.95% |
| #12 | CROWN CASTLE INC (CCI) - 3.25% | UNITED STATES TREASURY NOTES 1.75% (n/a) - 1.93% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 3.20% | UNITED STATES TREASURY BONDS 3.125% (n/a) - 1.92% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.91% | UNITED STATES TREASURY BONDS 2.375% (n/a) - 1.30% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 2.66% | n/a (n/a) - 1.15% |
| #16 | EQUITY RESIDENTIAL (EQR) - 2.33% | IRS AUD 4.00000 12/17/25-10Y LCH (n/a) - 1.05% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.91% | UNITED STATES TREASURY NOTES 2.125% (n/a) - 1.03% |
| #18 | WEYERHAEUSER CO (WY) - 1.88% | BEIGNET INV LLC 6.581% (n/a) - 1.00% |
| #19 | ESSEX PROPERTY TRUST INC (ESS) - 1.87% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.92% |
| #20 | KIMCO REALTY CORP (KIM) - 1.69% | PROJECT CASHMERE CLASS A1 144A (n/a) - 0.74% |
| #21 | INVITATION HOMES INC (INVH) - 1.68% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 0.70% |
| #22 | HOST HOTELS & RESORTS INC (HST) - 1.61% | FNMA PASS-THRU I 5.5% (n/a) - 0.69% |
| #23 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.58% | REPUBLIC OF SOUTH AFRICA (n/a) - 0.65% |
| #24 | HEALTHPEAK PROPERTIES INC (DOC) - 1.51% | TITULOS DE TESORERIA (n/a) - 0.58% |
| #25 | REGENCY CENTERS CORP (REG) - 1.31% | PERU (REPUBLIC OF) 7.3% (n/a) - 0.54% |
| Total Holdings | 34 | 1065 |
XLRE vs BOND - Historical Returns
Returns include dividend reinvestment.
1M
XLRE
-0.27%
Winner
BOND
-0.05%
3M
Winner
XLRE
+2.18%
BOND
+0.37%
6M
Winner
XLRE
+5.08%
BOND
-1.46%
1Y
Winner
XLRE
+11.86%
BOND
+3.58%
5Y(CAGR)
Winner
XLRE
+2.53%
BOND
+0.07%
10Y(CAGR)
Winner
XLRE
+6.63%
BOND
+1.96%
Max(CAGR)
Winner
XLRE
+7.35%
BOND
+2.90%
XLRE vs BOND - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | XLRE | BOND |
|---|---|---|
| 2026 | +13.36% | +0.20% |
| 2025 | +3.56% | +8.34% |
| 2024 | +4.11% | +3.33% |
| 2023 | +11.95% | +5.90% |
| 2022 | -25.56% | -14.20% |
| 2021 | +50.96% | -0.71% |
| 2020 | -0.96% | +7.52% |
| 2019 | +31.71% | +8.44% |
| 2018 | -1.81% | +0.14% |
| 2017 | +10.33% | +4.66% |
| 2016 | +5.18% | +2.92% |
| 2015 | +4.38% | +0.63% |
| 2014 | N/A | +6.51% |
| 2013 | N/A | -1.03% |
| 2012 | N/A | +11.91% |
XLRE vs BOND Drawdown Comparison
The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.
The maximum drawdown for BOND was -19.72%, occurring on Oct 21, 2022. Recovery took 1059 trading sessions.
The current XLRE drawdown is -2.02%. The current BOND drawdown is -1.89%.
| Rank | XLRE | BOND |
|---|---|---|
| #1 | -38.80% Feb 21, 2020 - Apr 1, 2021 | -19.72% Aug 3, 2021 - Oct 21, 2025 |
| #2 | -34.11% Dec 31, 2021 - Jun 9, 2026 | -10.88% Mar 9, 2020 - Jul 15, 2020 |
| #3 | -14.65% Aug 1, 2016 - Nov 7, 2017 | -6.17% May 2, 2013 - May 15, 2014 |
| #4 | -13.42% Dec 29, 2015 - Mar 17, 2016 | -3.81% Sep 30, 2016 - Apr 11, 2017 |
| #5 | -12.51% Dec 6, 2018 - Jan 31, 2019 | -3.53% Apr 1, 2015 - Apr 28, 2016 |
| #6 | -12.35% Nov 13, 2017 - Jul 5, 2018 | -3.12% Sep 8, 2017 - Jan 3, 2019 |
| #7 | -8.32% Aug 20, 2018 - Nov 30, 2018 | -3.12% Dec 31, 2020 - Jul 19, 2021 |
| #8 | -8.27% Sep 2, 2021 - Nov 3, 2021 | -3.01% Feb 27, 2026 - May 19, 2026 |
| #9 | -6.74% Oct 21, 2019 - Jan 21, 2020 | -1.76% Jan 30, 2015 - Apr 1, 2015 |
| #10 | -6.10% Oct 22, 2015 - Dec 29, 2015 | -1.61% Sep 4, 2019 - Jan 3, 2020 |
| #11 | -5.79% May 10, 2016 - Jun 29, 2016 | -1.34% Apr 18, 2017 - Jun 2, 2017 |
| #12 | -4.83% Jun 20, 2019 - Jul 10, 2019 | -1.03% Mar 8, 2012 - Mar 27, 2012 |
| #13 | -4.80% Nov 24, 2021 - Dec 7, 2021 | -1.03% Jun 26, 2017 - Jul 21, 2017 |
| #14 | -4.25% Apr 12, 2019 - May 24, 2019 | -1.03% Aug 7, 2020 - Nov 19, 2020 |
| #15 | -4.19% Jul 28, 2026 - Aug 11, 2026 | -1.03% Oct 28, 2025 - Nov 26, 2025 |
Correlation
Correlation between XLRE and BOND is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2012 - 2026)
XLRE vs BOND dividend yield comparison.
| Year | XLRE | BOND |
|---|---|---|
| 2026 | 1.45% | 3.02% |
| 2025 | 3.45% | 5.11% |
| 2024 | 3.43% | 5.02% |
| 2023 | 3.31% | 4.06% |
| 2022 | 3.70% | 3.44% |
| 2021 | 2.61% | 2.58% |
| 2020 | 3.15% | 2.66% |
| 2019 | 3.06% | 3.38% |
| 2018 | 3.78% | 3.18% |
| 2017 | 3.25% | 2.87% |
| 2016 | 4.22% | 2.85% |
| 2015 | 1.09% | 4.14% |
| 2014 | 0.00% | 4.13% |
| 2013 | 0.00% | 2.82% |
| 2012 | 0.00% | 2.52% |
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