XLRE vs DFMC
Comparison between STATE STREET(R) REAL ESTATE SELECT SECTOR SPDR(R) ETF (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
$8.60B
DFMC
$7.90B
Expense Ratio
Winner
XLRE
0.08%
DFMC
0.41%
Max Drawdown
XLRE
39.28%
Winner
DFMC
4.29%
Sharpe Ratio
XLRE
0.70
Winner
DFMC
3.38
5Y Beta
Winner
XLRE
0.45
DFMC
0.77
P/E Ratio
Winner
XLRE
37.34
DFMC
37.97
Forward P/E
XLRE
35.72
Winner
DFMC
14.45
PEG Ratio
XLRE
0.24
DFMC
N/A
5Y Dividends CAGR
XLRE
1.94%
DFMC
N/A
5Y EPS CAGR
XLRE
6.27%
Winner
DFMC
12.15%
Debt to Equity
XLRE
25.55%
DFMC
N/A
XLRE vs DFMC - Holdings Comparison
XLRE and DFMC have 1 common holdings. Overlap is 0.00%
XLRE's top 25 holdings weight is 93.55%. DFMC's top 25 holdings weight is 16.41%.
| Rank | XLRE | DFMC |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 11.20% | DFA SHORT TERM INVESTMENT (n/a) - 7.25% |
| #2 | PROLOGIS INC (PLD) - 8.78% | SSC GOVERNMENT MM GVMXX (n/a) - 0.76% |
| #3 | EQUINIX INC (EQIX) - 6.97% | ARGAN INC (AGX) - 0.75% |
| #4 | AMERICAN TOWER CORP (AMT) - 5.24% | FUTURE ON E-MINI S&P 500 FUTURES (n/a) - 0.61% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 5.04% | PLEXUS CORP (PLXS) - 0.57% |
| #6 | SIMON PROPERTY GROUP INC (SPG) - 4.88% | POWELL INDUSTRIES INC (POWL) - 0.52% |
| #7 | PUBLIC STORAGE (PSA) - 4.76% | FIRST BANCORP (FBP) - 0.50% |
| #8 | VENTAS INC (VTR) - 4.54% | COVISTA INC (CVSA) - 0.38% |
| #9 | REALTY INCOME CORP (O) - 4.48% | ENOVA INTERNATIONAL INC (ENVA) - 0.36% |
| #10 | CBRE GROUP INC CLASS A (CBRE) - 4.46% | AAR CORP (AIR) - 0.35% |
| #11 | IRON MOUNTAIN INC (IRM) - 3.81% | ENPRO INC (NPO) - 0.35% |
| #12 | CROWN CASTLE INC (CCI) - 3.25% | UNITED STATES LIME & MINERALS INC (USLM) - 0.33% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 3.20% | MATSON INC (MATX) - 0.32% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.91% | MYR GROUP INC (MYRG) - 0.32% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 2.66% | MAXLINEAR INC (MXL) - 0.32% |
| #16 | EQUITY RESIDENTIAL (EQR) - 2.33% | LAUREATE EDUCATION INC SHS (LAUR) - 0.30% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.91% | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.28% |
| #18 | WEYERHAEUSER CO (WY) - 1.88% | CENTURY ALUMINUM CO (CENX) - 0.28% |
| #19 | ESSEX PROPERTY TRUST INC (ESS) - 1.87% | BENCHMARK ELECTRONICS INC (BHE) - 0.27% |
| #20 | KIMCO REALTY CORP (KIM) - 1.69% | GRANITE CONSTRUCTION INC (GVA) - 0.27% |
| #21 | INVITATION HOMES INC (INVH) - 1.68% | MATERION CORP (MTRN) - 0.27% |
| #22 | HOST HOTELS & RESORTS INC (HST) - 1.61% | ARCHROCK INC (AROC) - 0.27% |
| #23 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.58% | TTM TECHNOLOGIES INC (TTMI) - 0.27% |
| #24 | HEALTHPEAK PROPERTIES INC (DOC) - 1.51% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.26% |
| #25 | REGENCY CENTERS CORP (REG) - 1.31% | BANCFIRST CORP (BANF) - 0.25% |
| Total Holdings | 34 | 1659 |
XLRE vs DFMC - Historical Returns
Returns include dividend reinvestment.
1M
XLRE
+0.94%
Winner
DFMC
+3.82%
3M
XLRE
+2.94%
Winner
DFMC
+12.43%
6M
XLRE
+5.32%
DFMC
N/A
1Y
XLRE
+12.85%
DFMC
N/A
5Y(CAGR)
XLRE
+2.67%
DFMC
N/A
10Y(CAGR)
XLRE
+6.48%
DFMC
N/A
Max(CAGR)
XLRE
+7.37%
Winner
DFMC
+71.14%
XLRE vs DFMC - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | XLRE | DFMC |
|---|---|---|
| 2026 | +13.46% | +23.41% |
| 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 -4.29%, occurring on May 19, 2026. Recovery took 13 trading sessions.
The current XLRE drawdown is -1.93%.
| Rank | XLRE | DFMC |
|---|---|---|
| #1 | -38.80% Feb 21, 2020 - Apr 1, 2021 | -4.29% May 6, 2026 - May 26, 2026 |
| #2 | -34.11% Dec 31, 2021 - Jun 9, 2026 | -3.01% Mar 25, 2026 - Apr 1, 2026 |
| #3 | -14.65% Aug 1, 2016 - Nov 7, 2017 | -2.80% Jun 30, 2026 - Aug 4, 2026 |
| #4 | -13.42% Dec 29, 2015 - Mar 17, 2016 | -1.59% Jun 4, 2026 - Jun 11, 2026 |
| #5 | -12.51% Dec 6, 2018 - Jan 31, 2019 | -1.54% Apr 27, 2026 - Apr 30, 2026 |
| #6 | -12.35% Nov 13, 2017 - Jul 5, 2018 | -1.48% Jun 12, 2026 - Jun 18, 2026 |
| #7 | -8.32% Aug 20, 2018 - Nov 30, 2018 | -1.22% Aug 4, 2026 - Aug 13, 2026 |
| #8 | -8.27% Sep 2, 2021 - Nov 3, 2021 | -1.12% Jun 2, 2026 - Jun 4, 2026 |
| #9 | -6.74% Oct 21, 2019 - Jan 21, 2020 | -1.00% May 1, 2026 - May 5, 2026 |
| #10 | -6.10% Oct 22, 2015 - Dec 29, 2015 | -0.81% Apr 20, 2026 - Apr 27, 2026 |
| #11 | -5.79% May 10, 2016 - Jun 29, 2016 | -0.79% Apr 9, 2026 - Apr 13, 2026 |
| #12 | -4.83% Jun 20, 2019 - Jul 10, 2019 | -0.61% May 28, 2026 - Jun 2, 2026 |
| #13 | -4.80% Nov 24, 2021 - Dec 7, 2021 | -0.15% Apr 14, 2026 - Apr 16, 2026 |
| #14 | -4.25% Apr 12, 2019 - May 24, 2019 | -0.02% May 26, 2026 - May 28, 2026 |
| #15 | -4.19% Jul 28, 2026 - Aug 11, 2026 | N/A |
Correlation
Correlation between XLRE and DFMC is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2015 - 2026)
XLRE vs DFMC dividend yield comparison.
| Year | XLRE | DFMC |
|---|---|---|
| 2026 | 1.45% | 0.21% |
| 2025 | 3.45% | 0.00% |
| 2024 | 3.43% | 0.00% |
| 2023 | 3.31% | 0.00% |
| 2022 | 3.70% | 0.00% |
| 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% |
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