XLRE vs DFMC
Comparison between THE REAL ESTATE SELECT SECTOR SPDR FUND (XLRE, ETF) and U.S. Micro Cap Portfolio ETF Class Shares (DFMC, ETF).
XLRE vs DFMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLRE
$7.70B
DFMC
$7.50B
Expense Ratio
Winner
XLRE
0.08%
DFMC
0.41%
Max Drawdown
XLRE
39.28%
Winner
DFMC
3.01%
Sharpe Ratio
XLRE
0.49
Winner
DFMC
3.90
5Y Beta
Winner
XLRE
0.50
DFMC
0.89
P/E Ratio
Winner
XLRE
35.76
DFMC
44.77
Forward P/E
XLRE
35.53
Winner
DFMC
13.18
PEG Ratio
XLRE
0.54
DFMC
N/A
5Y Dividends CAGR
XLRE
1.63%
DFMC
N/A
5Y EPS CAGR
XLRE
7.20%
Winner
DFMC
12.22%
Debt to Equity
XLRE
-53.94%
DFMC
N/A
P/S Ratio
XLRE
6.15
Winner
DFMC
1.06
P/B Ratio
XLRE
3.07
Winner
DFMC
1.90
XLRE vs DFMC - Holdings Comparison
XLRE and DFMC have 1 common holdings. Overlap is 0.00%
XLRE's top 25 holdings weight is 93.66%. DFMC's top 25 holdings weight is 10.80%.
| Rank | XLRE | DFMC |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.24% | ARGAN INC (AGX) - 0.95% |
| #2 | PROLOGIS INC (PLD) - 8.93% | FUTURE ON E-MINI S&P 500 FUTURES (n/a) - 0.90% |
| #3 | EQUINIX INC (EQIX) - 7.26% | SSC GOVERNMENT MM GVMXX (n/a) - 0.86% |
| #4 | AMERICAN TOWER CORP (AMT) - 5.71% | TTM TECHNOLOGIES INC (TTMI) - 0.71% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.69% | FIRST BANCORP (FBP) - 0.53% |
| #6 | SIMON PROPERTY GROUP INC (SPG) - 4.60% | PLEXUS CORP (PLXS) - 0.51% |
| #7 | CBRE GROUP INC CLASS A (CBRE) - 4.35% | COVISTA INC (CVSA) - 0.44% |
| #8 | VENTAS INC (VTR) - 4.33% | UNITED STATES LIME & MINERALS INC (USLM) - 0.44% |
| #9 | PUBLIC STORAGE (PSA) - 4.29% | AAR CORP (AIR) - 0.41% |
| #10 | REALTY INCOME CORP (O) - 4.23% | POWELL INDUSTRIES INC (POWL) - 0.39% |
| #11 | IRON MOUNTAIN INC (IRM) - 4.09% | LAUREATE EDUCATION INC SHS (LAUR) - 0.39% |
| #12 | CROWN CASTLE INC (CCI) - 4.08% | ENOVA INTERNATIONAL INC (ENVA) - 0.36% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.25% | ENPRO INC (NPO) - 0.34% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 3.12% | RESIDEO TECHNOLOGIES INC (REZI) - 0.34% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 2.76% | MATSON INC (MATX) - 0.34% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 2.43% | ARCHROCK INC (AROC) - 0.34% |
| #17 | EQUITY RESIDENTIAL (EQR) - 2.39% | CENTURY ALUMINUM CO (CENX) - 0.29% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.81% | BANCFIRST CORP (BANF) - 0.29% |
| #19 | WEYERHAEUSER CO (WY) - 1.79% | HURON CONSULTING GROUP INC (HURN) - 0.29% |
| #20 | INVITATION HOMES INC (INVH) - 1.70% | GRANITE CONSTRUCTION INC (GVA) - 0.28% |
| #21 | KIMCO REALTY CORP (KIM) - 1.67% | NORTHWEST BANCSHARES INC (NWBI) - 0.28% |
| #22 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.60% | SPIRE INC (SR) - 0.28% |
| #23 | COSTAR GROUP INC (CSGP) - 1.55% | MGE ENERGY INC (MGEE) - 0.28% |
| #24 | HOST HOTELS & RESORTS INC (HST) - 1.43% | PARK NATIONAL CORP (PRK) - 0.28% |
| #25 | REGENCY CENTERS CORP (REG) - 1.36% | VIAVI SOLUTIONS INC (VIAV) - 0.28% |
| Total Holdings | 34 | 1496 |
XLRE vs DFMC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLRE
+2.77%
DFMC
+2.60%
3M
XLRE
+2.31%
DFMC
N/A
6M
XLRE
+10.18%
DFMC
N/A
1Y
XLRE
+11.30%
DFMC
N/A
5Y(CAGR)
XLRE
+4.63%
DFMC
N/A
10Y(CAGR)
XLRE
+6.86%
DFMC
N/A
Max(CAGR)
XLRE
+7.26%
Winner
DFMC
+94.97%
XLRE vs DFMC - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | XLRE | DFMC |
|---|---|---|
| 2026 | +10.22% | +9.77% |
| 2025 | +3.56% | N/A |
| 2024 | +4.11% | N/A |
| 2023 | +11.95% | N/A |
| 2022 | -25.56% | N/A |
| 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 DFMC Drawdown Comparison
The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.
The maximum drawdown for DFMC was -3.01%, occurring on Mar 30, 2026. Recovery took 5 trading sessions.
The current XLRE drawdown is -1.46%. The current DFMC drawdown is -2.60%.
| Rank | XLRE | DFMC |
|---|---|---|
| #1 | -38.80% Feb 21, 2020 - Apr 1, 2021 | -3.01% Mar 25, 2026 - Apr 1, 2026 |
| #2 | -34.11% Dec 31, 2021 - Oct 25, 2023 | -2.60% May 6, 2026 - May 13, 2026 |
| #3 | -14.65% Aug 1, 2016 - Nov 7, 2017 | -1.54% Apr 27, 2026 - Apr 30, 2026 |
| #4 | -13.42% Dec 29, 2015 - Mar 17, 2016 | -1.00% May 1, 2026 - May 5, 2026 |
| #5 | -12.51% Dec 6, 2018 - Jan 31, 2019 | -0.81% Apr 20, 2026 - Apr 27, 2026 |
| #6 | -12.35% Nov 13, 2017 - Jul 5, 2018 | -0.79% Apr 9, 2026 - Apr 13, 2026 |
| #7 | -8.32% Aug 20, 2018 - Nov 30, 2018 | -0.15% Apr 14, 2026 - Apr 16, 2026 |
| #8 | -8.27% Sep 2, 2021 - Nov 3, 2021 | N/A |
| #9 | -6.74% Oct 21, 2019 - Jan 21, 2020 | N/A |
| #10 | -6.10% Oct 22, 2015 - Dec 29, 2015 | N/A |
| #11 | -5.79% May 10, 2016 - Jun 29, 2016 | N/A |
| #12 | -4.83% Jun 20, 2019 - Jul 10, 2019 | N/A |
| #13 | -4.80% Nov 24, 2021 - Dec 7, 2021 | N/A |
| #14 | -4.25% Apr 12, 2019 - May 24, 2019 | N/A |
| #15 | -4.04% Apr 30, 2021 - May 24, 2021 | N/A |
Correlation
Correlation between XLRE and DFMC is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Select Stocks to Compare
Popular: XLRE vs SPYDFMC vs SPY
More Comparisons
Compare with similar stocks