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
XLRE
$8.10B
DFMC
$8.10B
Expense Ratio
Winner
XLRE
0.08%
DFMC
0.41%
Max Drawdown
XLRE
39.28%
Winner
DFMC
4.29%
Sharpe Ratio
XLRE
0.71
Winner
DFMC
3.72
5Y Beta
Winner
XLRE
0.47
DFMC
0.76
P/E Ratio
Winner
XLRE
37.04
DFMC
38.57
Forward P/E
XLRE
35.71
Winner
DFMC
14.33
PEG Ratio
XLRE
0.92
DFMC
N/A
5Y Dividends CAGR
XLRE
1.94%
DFMC
N/A
5Y EPS CAGR
XLRE
7.20%
Winner
DFMC
12.41%
Debt to Equity
XLRE
21.10%
DFMC
N/A
P/S Ratio
XLRE
6.08
Winner
DFMC
1.24
P/B Ratio
XLRE
3.10
Winner
DFMC
2.11
XLRE vs DFMC - Holdings Comparison
XLRE and DFMC have 1 common holdings. Overlap is 0.00%
XLRE's top 25 holdings weight is 93.06%. DFMC's top 25 holdings weight is 16.41%.
| Rank | XLRE | DFMC |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 11.28% | DFA SHORT TERM INVESTMENT (n/a) - 7.25% |
| #2 | PROLOGIS INC (PLD) - 9.00% | SSC GOVERNMENT MM GVMXX (n/a) - 0.76% |
| #3 | EQUINIX INC (EQIX) - 6.78% | ARGAN INC (AGX) - 0.75% |
| #4 | AMERICAN TOWER CORP (AMT) - 5.18% | FUTURE ON E-MINI S&P 500 FUTURES (n/a) - 0.61% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.95% | PLEXUS CORP (PLXS) - 0.57% |
| #6 | VENTAS INC (VTR) - 4.64% | POWELL INDUSTRIES INC (POWL) - 0.52% |
| #7 | REALTY INCOME CORP (O) - 4.60% | FIRST BANCORP (FBP) - 0.50% |
| #8 | DIGITAL REALTY TRUST INC (DLR) - 4.55% | COVISTA INC (CVSA) - 0.38% |
| #9 | PUBLIC STORAGE (PSA) - 4.53% | ENOVA INTERNATIONAL INC (ENVA) - 0.36% |
| #10 | CBRE GROUP INC CLASS A (CBRE) - 4.27% | AAR CORP (AIR) - 0.35% |
| #11 | IRON MOUNTAIN INC (IRM) - 3.49% | ENPRO INC (NPO) - 0.35% |
| #12 | CROWN CASTLE INC (CCI) - 3.42% | UNITED STATES LIME & MINERALS INC (USLM) - 0.33% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 3.16% | MATSON INC (MATX) - 0.32% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.97% | MYR GROUP INC (MYRG) - 0.32% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 2.75% | MAXLINEAR INC (MXL) - 0.32% |
| #16 | EQUITY RESIDENTIAL (EQR) - 2.42% | LAUREATE EDUCATION INC SHS (LAUR) - 0.30% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.97% | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.28% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.94% | CENTURY ALUMINUM CO (CENX) - 0.28% |
| #19 | KIMCO REALTY CORP (KIM) - 1.73% | BENCHMARK ELECTRONICS INC (BHE) - 0.27% |
| #20 | WEYERHAEUSER CO (WY) - 1.70% | GRANITE CONSTRUCTION INC (GVA) - 0.27% |
| #21 | INVITATION HOMES INC (INVH) - 1.67% | MATERION CORP (MTRN) - 0.27% |
| #22 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.67% | ARCHROCK INC (AROC) - 0.27% |
| #23 | HEALTHPEAK PROPERTIES INC (DOC) - 1.53% | TTM TECHNOLOGIES INC (TTMI) - 0.27% |
| #24 | HOST HOTELS & RESORTS INC (HST) - 1.51% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.26% |
| #25 | REGENCY CENTERS CORP (REG) - 1.35% | BANCFIRST CORP (BANF) - 0.25% |
| Total Holdings | 34 | 1659 |
XLRE vs DFMC - Historical Returns
Returns include dividend reinvestment.
1M
XLRE
+1.67%
Winner
DFMC
+4.11%
3M
XLRE
+4.66%
Winner
DFMC
+12.07%
6M
XLRE
+9.36%
DFMC
N/A
1Y
XLRE
+12.58%
DFMC
N/A
5Y(CAGR)
XLRE
+3.05%
DFMC
N/A
10Y(CAGR)
XLRE
+6.47%
DFMC
N/A
Max(CAGR)
XLRE
+7.50%
Winner
DFMC
+81.18%
XLRE vs DFMC - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | XLRE | DFMC |
|---|---|---|
| 2026 | +14.31% | +20.58% |
| 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 DFMC drawdown is -0.62%.
| 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 - Jul 8, 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 | -1.12% Jun 2, 2026 - Jun 4, 2026 |
| #8 | -8.27% Sep 2, 2021 - Nov 3, 2021 | -1.00% May 1, 2026 - May 5, 2026 |
| #9 | -6.74% Oct 21, 2019 - Jan 21, 2020 | -0.81% Apr 20, 2026 - Apr 27, 2026 |
| #10 | -6.10% Oct 22, 2015 - Dec 29, 2015 | -0.79% Apr 9, 2026 - Apr 13, 2026 |
| #11 | -5.79% May 10, 2016 - Jun 29, 2016 | -0.61% May 28, 2026 - Jun 2, 2026 |
| #12 | -4.83% Jun 20, 2019 - Jul 10, 2019 | -0.15% Apr 14, 2026 - Apr 16, 2026 |
| #13 | -4.80% Nov 24, 2021 - Dec 7, 2021 | -0.02% May 26, 2026 - May 28, 2026 |
| #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 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2015 - 2026)
XLRE vs DFMC dividend yield comparison.
| Year | XLRE | DFMC |
|---|---|---|
| 2026 | 1.43% | 0.22% |
| 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% |
Select Stocks to Compare
Popular: XLRE vs SPYDFMC vs SPY
More Comparisons
Compare with similar stocks