XLRE vs CGCP

Comparison between THE REAL ESTATE SELECT SECTOR SPDR FUND (XLRE, ETF) and CAPITAL GROUP CORE PLUS INCOME ETF SHARE CLASS (CGCP, ETF).

XLRE vs CGCP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLRE(ETF)	CGCP(ETF)
Net Assets	$7.70B	$7.60B
Expense Ratio	0.08%	0.34%
Max Drawdown	39.28%	18.47%
Sharpe Ratio	0.49	0.64
5Y Beta	0.50	0.07
P/E Ratio	35.76	N/A
Forward P/E	35.53	N/A
PEG Ratio	0.54	N/A
5Y Dividends CAGR	1.63%	N/A
5Y EPS CAGR	7.20%	N/A
Debt to Equity	-53.94%	N/A
P/S Ratio	6.15	N/A
P/B Ratio	3.07	N/A

Net Assets

Winner

XLRE

$7.70B

CGCP

$7.60B

Expense Ratio

Winner

XLRE

0.08%

CGCP

0.34%

Max Drawdown

XLRE

39.28%

Winner

CGCP

18.47%

Sharpe Ratio

XLRE

0.49

Winner

CGCP

0.64

5Y Beta

XLRE

0.50

Winner

CGCP

0.07

P/E Ratio

XLRE

35.76

CGCP

N/A

Forward P/E

XLRE

35.53

CGCP

N/A

PEG Ratio

XLRE

0.54

CGCP

N/A

5Y Dividends CAGR

XLRE

1.63%

CGCP

N/A

5Y EPS CAGR

XLRE

7.20%

CGCP

N/A

Debt to Equity

XLRE

-53.94%

CGCP

N/A

P/S Ratio

XLRE

6.15

CGCP

N/A

P/B Ratio

XLRE

3.07

CGCP

N/A

XLRE vs CGCP - Historical Returns

Returns include dividend reinvestment.

Period	XLRE	CGCP
1 month	+2.77%	-0.31%
3 months	+2.31%	-1.15%
6 months	+10.18%	+0.96%
1 year	+11.30%	+6.17%
5 years(CAGR)	+4.63%	+1.63%
10 years(CAGR)	+6.86%	N/A
Max(CAGR)	+7.26%	+1.63%

Winner

XLRE

+2.77%

CGCP

-0.31%

Winner

XLRE

+2.31%

CGCP

-1.15%

Winner

XLRE

+10.18%

CGCP

+0.96%

Winner

XLRE

+11.30%

CGCP

+6.17%

5Y(CAGR)

Winner

XLRE

+4.63%

CGCP

+1.63%

10Y(CAGR)

XLRE

+6.86%

CGCP

N/A

Max(CAGR)

Winner

XLRE

+7.26%

CGCP

+1.63%

XLRE vs CGCP - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	XLRE	CGCP
2026	+10.22%	+0.20%
2025	+3.56%	+7.34%
2024	+4.11%	+3.28%
2023	+11.95%	+6.83%
2022	-25.56%	-9.78%
2021	+50.96%	N/A
2020	-0.96%	N/A
2019	+31.71%	N/A
2018	-1.81%	N/A
2017	+10.33%	N/A
2016	+5.18%	N/A
2015	+4.38%	N/A

XLRE vs CGCP Drawdown Comparison

The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.

The maximum drawdown for CGCP was -15.06%, occurring on Oct 20, 2022. Recovery took 632 trading sessions.

The current XLRE drawdown is -1.46%. The current CGCP drawdown is -1.30%.

Rank	XLRE	CGCP
#1	-38.80% Feb 21, 2020 - Apr 1, 2021	-15.06% Mar 1, 2022 - Sep 5, 2024
#2	-34.11% Dec 31, 2021 - Oct 25, 2023	-4.24% Sep 16, 2024 - Jun 24, 2025
#3	-14.65% Aug 1, 2016 - Nov 7, 2017	-2.59% Feb 27, 2026 - Mar 27, 2026
#4	-13.42% Dec 29, 2015 - Mar 17, 2016	-1.07% Jul 1, 2025 - Jul 29, 2025
#5	-12.51% Dec 6, 2018 - Jan 31, 2019	-1.04% Oct 27, 2025 - Nov 26, 2025
#6	-12.35% Nov 13, 2017 - Jul 5, 2018	-0.78% Sep 16, 2025 - Oct 14, 2025
#7	-8.32% Aug 20, 2018 - Nov 30, 2018	-0.72% Nov 26, 2025 - Dec 29, 2025
#8	-8.27% Sep 2, 2021 - Nov 3, 2021	-0.53% Jan 14, 2026 - Feb 5, 2026
#9	-6.74% Oct 21, 2019 - Jan 21, 2020	-0.49% Aug 13, 2025 - Aug 22, 2025
#10	-6.10% Oct 22, 2015 - Dec 29, 2015	-0.35% Aug 28, 2025 - Sep 4, 2025
#11	-5.79% May 10, 2016 - Jun 29, 2016	-0.30% Sep 10, 2024 - Sep 16, 2024
#12	-4.83% Jun 20, 2019 - Jul 10, 2019	-0.27% Jul 29, 2025 - Aug 1, 2025
#13	-4.80% Nov 24, 2021 - Dec 7, 2021	-0.22% Aug 5, 2025 - Aug 13, 2025
#14	-4.25% Apr 12, 2019 - May 24, 2019	-0.22% Dec 30, 2025 - Jan 9, 2026
#15	-4.04% Apr 30, 2021 - May 24, 2021	-0.22% Feb 10, 2026 - Feb 12, 2026

Correlation

Correlation between XLRE and CGCP is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2015 - 2026)

XLRE vs CGCP dividend yield comparison.

Year	XLRE	CGCP
2026	0.61%	1.59%
2025	3.45%	5.10%
2024	3.43%	5.17%
2023	3.31%	4.98%
2022	3.70%	2.96%
2021	2.61%	0.00%
2020	3.15%	0.00%
2019	3.06%	0.00%
2018	3.78%	0.00%
2017	3.25%	0.00%
2016	4.22%	0.00%
2015	1.09%	0.00%