XLRE vs GBTC

Comparison between STATE STREET(R) REAL ESTATE SELECT SECTOR SPDR(R) ETF (XLRE, ETF) and Grayscale Investments LLC (GBTC, ETF).

5-Year PerformanceGBTC has outperformed XLRE, delivering a return of +5.0% compared to +2.7%

XLRE vs GBTC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLRE(ETF)	GBTC(ETF)
Net Assets	$8.60B	$8.40B
Expense Ratio	0.08%	1.50%
Max Drawdown	39.28%	89.91%
Sharpe Ratio	0.70	-1.34
5Y Beta	0.45	1.20
P/E Ratio	37.34	N/A
Forward P/E	35.72	N/A
PEG Ratio	0.24	N/A
5Y Dividends CAGR	1.94%	N/A
5Y EPS CAGR	6.27%	N/A
Debt to Equity	25.55%	N/A

Net Assets

Winner

XLRE

$8.60B

GBTC

$8.40B

Expense Ratio

Winner

XLRE

0.08%

GBTC

1.50%

Max Drawdown

Winner

XLRE

39.28%

GBTC

89.91%

Sharpe Ratio

Winner

XLRE

0.70

GBTC

-1.34

5Y Beta

Winner

XLRE

0.45

GBTC

1.20

P/E Ratio

XLRE

37.34

GBTC

N/A

Forward P/E

XLRE

35.72

GBTC

N/A

PEG Ratio

XLRE

0.24

GBTC

N/A

5Y Dividends CAGR

XLRE

1.94%

GBTC

N/A

5Y EPS CAGR

XLRE

6.27%

GBTC

N/A

Debt to Equity

XLRE

25.55%

GBTC

N/A

XLRE vs GBTC - Holdings Comparison

XLRE and GBTC have 0 common holdings. Overlap is 0.00%

XLRE's top 25 holdings weight is 93.55%. GBTC's top 25 holdings weight is 12.55%.

Rank	XLRE	GBTC
#1	WELLTOWER INC (WELL) - 11.20%	GRAYSCALE BITCOIN MINI TRUST (BTC) (BTC) - 12.55%
#2	PROLOGIS INC (PLD) - 8.78%	N/A
#3	EQUINIX INC (EQIX) - 6.97%	N/A
#4	AMERICAN TOWER CORP (AMT) - 5.24%	N/A
#5	DIGITAL REALTY TRUST INC (DLR) - 5.04%	N/A
#6	SIMON PROPERTY GROUP INC (SPG) - 4.88%	N/A
#7	PUBLIC STORAGE (PSA) - 4.76%	N/A
#8	VENTAS INC (VTR) - 4.54%	N/A
#9	REALTY INCOME CORP (O) - 4.48%	N/A
#10	CBRE GROUP INC CLASS A (CBRE) - 4.46%	N/A
#11	IRON MOUNTAIN INC (IRM) - 3.81%	N/A
#12	CROWN CASTLE INC (CCI) - 3.25%	N/A
#13	EXTRA SPACE STORAGE INC (EXR) - 3.20%	N/A
#14	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.91%	N/A
#15	AVALONBAY COMMUNITIES INC (AVB) - 2.66%	N/A
#16	EQUITY RESIDENTIAL (EQR) - 2.33%	N/A
#17	SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.91%	N/A
#18	WEYERHAEUSER CO (WY) - 1.88%	N/A
#19	ESSEX PROPERTY TRUST INC (ESS) - 1.87%	N/A
#20	KIMCO REALTY CORP (KIM) - 1.69%	N/A
#21	INVITATION HOMES INC (INVH) - 1.68%	N/A
#22	HOST HOTELS & RESORTS INC (HST) - 1.61%	N/A
#23	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.58%	N/A
#24	HEALTHPEAK PROPERTIES INC (DOC) - 1.51%	N/A
#25	REGENCY CENTERS CORP (REG) - 1.31%	N/A
Total Holdings	34	1

XLRE vs GBTC - Historical Returns

Returns include dividend reinvestment.

Period	XLRE	GBTC
1 month	+0.94%	+1.72%
3 months	+2.94%	-20.68%
6 months	+5.32%	-8.54%
1 year	+12.85%	-49.22%
5 years(CAGR)	+2.67%	+5.03%
10 years(CAGR)	+6.48%	+48.23%
Max(CAGR)	+7.37%	+52.77%

XLRE

+0.94%

Winner

GBTC

+1.72%

Winner

XLRE

+2.94%

GBTC

-20.68%

Winner

XLRE

+5.32%

GBTC

-8.54%

Winner

XLRE

+12.85%

GBTC

-49.22%

5Y(CAGR)

XLRE

+2.67%

Winner

GBTC

+5.03%

10Y(CAGR)

XLRE

+6.48%

Winner

GBTC

+48.23%

Max(CAGR)

XLRE

+7.37%

Winner

GBTC

+52.77%

XLRE vs GBTC - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	XLRE	GBTC
2026	+13.46%	-30.07%
2025	+3.56%	-11.46%
2024	+4.11%	+100.87%
2023	+11.95%	+322.20%
2022	-25.56%	-75.81%
2021	+50.96%	-2.37%
2020	-0.96%	+301.00%
2019	+31.71%	+77.27%
2018	-1.81%	-84.05%
2017	+10.33%	+1558.98%
2016	+5.18%	+90.08%
2015	+4.38%	+50.01%

XLRE vs GBTC Drawdown Comparison

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

The maximum drawdown for GBTC was -89.91%, occurring on Dec 14, 2018. Recovery took 766 trading sessions.

The current XLRE drawdown is -1.93%. The current GBTC drawdown is -50.17%.

Rank	XLRE	GBTC
#1	-38.80% Feb 21, 2020 - Apr 1, 2021	-89.91% Dec 18, 2017 - Jan 5, 2021
#2	-34.11% Dec 31, 2021 - Jun 9, 2026	-86.24% Feb 19, 2021 - Mar 4, 2024
#3	-14.65% Aug 1, 2016 - Nov 7, 2017	-57.96% May 5, 2015 - Dec 8, 2015
#4	-13.42% Dec 29, 2015 - Mar 17, 2016	-53.75% Oct 6, 2025 - Jun 30, 2026
#5	-12.51% Dec 6, 2018 - Jan 31, 2019	-48.42% Aug 31, 2017 - Nov 3, 2017
#6	-12.35% Nov 13, 2017 - Jul 5, 2018	-41.48% Jun 17, 2016 - Jan 3, 2017
#7	-8.32% Aug 20, 2018 - Nov 30, 2018	-36.93% Dec 15, 2015 - Apr 21, 2016
#8	-8.27% Sep 2, 2021 - Nov 3, 2021	-36.68% Jun 6, 2017 - Aug 10, 2017
#9	-6.74% Oct 21, 2019 - Jan 21, 2020	-35.04% Mar 13, 2024 - Nov 11, 2024
#10	-6.10% Oct 22, 2015 - Dec 29, 2015	-30.26% Jan 7, 2021 - Feb 8, 2021
#11	-5.79% May 10, 2016 - Jun 29, 2016	-28.76% Jan 4, 2017 - May 1, 2017
#12	-4.83% Jun 20, 2019 - Jul 10, 2019	-28.45% Dec 17, 2024 - May 21, 2025
#13	-4.80% Nov 24, 2021 - Dec 7, 2021	-19.31% May 9, 2017 - May 22, 2017
#14	-4.25% Apr 12, 2019 - May 24, 2019	-18.18% May 9, 2016 - May 31, 2016
#15	-4.19% Jul 28, 2026 - Aug 11, 2026	-15.79% Nov 3, 2017 - Nov 20, 2017

Correlation

Correlation between XLRE and GBTC is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2015 - 2026)

XLRE vs GBTC dividend yield comparison.

Year	XLRE	GBTC
2026	1.45%	0.00%
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%	5.61%
2016	4.22%	0.00%
2015	1.09%	0.00%

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XLRE vs GBTC

XLRE vs GBTC - Performance Comparison

Key Characteristics

XLRE vs GBTC - Holdings Comparison

XLRE vs GBTC - Historical Returns

XLRE vs GBTC - Annual Returns (2015 - 2026)

XLRE vs GBTC Drawdown Comparison

Correlation

Dividend Comparison (2015 - 2026)

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