XLRE vs IBB
Comparison between STATE STREET(R) REAL ESTATE SELECT SECTOR SPDR(R) ETF (XLRE, ETF) and ISHARES BIOTECHNOLOGY ETF (IBB, ETF).
XLRE is from the Real Estate sector, while IBB is from the Healthcare sector.
5-Year PerformanceXLRE has outperformed IBB, delivering a return of +3.2% compared to +1.8%
XLRE vs IBB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLRE
$7.90B
IBB
$7.90B
Expense Ratio
Winner
XLRE
0.08%
IBB
0.44%
Max Drawdown
Winner
XLRE
39.28%
IBB
62.85%
Sharpe Ratio
XLRE
0.60
Winner
IBB
1.35
5Y Beta
Winner
XLRE
0.48
IBB
0.80
P/E Ratio
XLRE
37.22
Winner
IBB
-90.87
Forward P/E
XLRE
35.90
Winner
IBB
17.88
PEG Ratio
XLRE
0.92
IBB
N/A
5Y Dividends CAGR
Winner
XLRE
1.63%
IBB
0.10%
5Y EPS CAGR
XLRE
7.35%
Winner
IBB
17.07%
Debt to Equity
Winner
XLRE
10.98%
IBB
70.89%
P/S Ratio
Winner
XLRE
6.17
IBB
6.25
P/B Ratio
Winner
XLRE
3.12
IBB
4.77
XLRE vs IBB - Holdings Comparison
XLRE and IBB have 1 common holdings. Overlap is 0.00%
XLRE's top 25 holdings weight is 93.21%. IBB's top 25 holdings weight is 65.14%.
| Rank | XLRE | IBB |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 9.49% | VERTEX PHARMACEUTICALS INC (VRTX) - 7.38% |
| #2 | PROLOGIS INC (PLD) - 9.09% | GILEAD SCIENCES INC (GILD) - 7.36% |
| #3 | EQUINIX INC (EQIX) - 7.33% | AMGEN INC (AMGN) - 7.09% |
| #4 | AMERICAN TOWER CORP (AMT) - 6.05% | REGENERON PHARMACEUTICALS INC (REGN) - 5.66% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.70% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.60% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 4.54% | ARGENX SE ADR (ARGX) - 3.55% |
| #7 | PUBLIC STORAGE (PSA) - 4.37% | NATERA INC (NTRA) - 2.67% |
| #8 | CROWN CASTLE INC (CCI) - 4.18% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 2.61% |
| #9 | VENTAS INC (VTR) - 4.07% | BIOGEN INC (BIIB) - 2.61% |
| #10 | IRON MOUNTAIN INC (IRM) - 4.06% | ILLUMINA INC (ILMN) - 2.26% |
| #11 | REALTY INCOME CORP (O) - 4.05% | UNITED THERAPEUTICS CORP (UTHR) - 2.14% |
| #12 | CBRE GROUP INC CLASS A (CBRE) - 3.97% | INSMED INC (INSM) - 2.09% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 3.23% | BEONE MEDICINES LTD ADR (ONC) - 1.84% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.22% | INCYTE CORP (INCY) - 1.74% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 2.77% | MODERNA INC (MRNA) - 1.54% |
| #16 | EQUITY RESIDENTIAL (EQR) - 2.43% | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.46% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 2.23% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.32% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.91% | EXELIXIS INC (EXEL) - 1.17% |
| #19 | WEYERHAEUSER CO (WY) - 1.88% | GENMAB AS ADR (GMAB) - 1.13% |
| #20 | INVITATION HOMES INC (INVH) - 1.74% | IONIS PHARMACEUTICALS INC (IONS) - 1.13% |
| #21 | KIMCO REALTY CORP (KIM) - 1.71% | BRIDGEBIO PHARMA INC (BBIO) - 1.01% |
| #22 | HOST HOTELS & RESORTS INC (HST) - 1.62% | BIOMARIN PHARMACEUTICAL INC (BMRN) - 0.97% |
| #23 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.61% | MEDPACE HOLDINGS INC (MEDP) - 0.95% |
| #24 | COSTAR GROUP INC (CSGP) - 1.52% | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.93% |
| #25 | HEALTHPEAK PROPERTIES INC (DOC) - 1.44% | ASCENDIS PHARMA AS (ASND) - 0.93% |
| Total Holdings | 34 | 254 |
XLRE vs IBB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLRE
+4.07%
IBB
+3.22%
3M
Winner
XLRE
+6.37%
IBB
+3.10%
6M
Winner
XLRE
+11.91%
IBB
+1.85%
1Y
XLRE
+11.00%
Winner
IBB
+35.01%
5Y(CAGR)
Winner
XLRE
+3.21%
IBB
+1.82%
10Y(CAGR)
XLRE
+6.95%
Winner
IBB
+7.29%
Max(CAGR)
Winner
XLRE
+7.37%
IBB
+6.73%
XLRE vs IBB - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | XLRE | IBB |
|---|---|---|
| 2026 | +12.16% | +1.96% |
| 2025 | +3.56% | +27.31% |
| 2024 | +4.11% | -3.98% |
| 2023 | +11.95% | +4.76% |
| 2022 | -25.56% | -13.55% |
| 2021 | +50.96% | +1.62% |
| 2020 | -0.96% | +26.66% |
| 2019 | +31.71% | +24.04% |
| 2018 | -1.81% | -11.66% |
| 2017 | +10.33% | +18.90% |
| 2016 | +5.18% | -18.66% |
| 2015 | +4.38% | +10.47% |
| 2014 | N/A | +33.81% |
| 2013 | N/A | +60.40% |
| 2012 | N/A | +30.91% |
| 2011 | N/A | +10.68% |
| 2010 | N/A | +13.15% |
| 2009 | N/A | +13.54% |
| 2008 | N/A | -11.83% |
| 2007 | N/A | +4.68% |
| 2006 | N/A | -0.82% |
| 2005 | N/A | +3.75% |
| 2004 | N/A | +3.40% |
| 2003 | N/A | +41.11% |
| 2002 | N/A | -44.49% |
| 2001 | N/A | -12.03% |
XLRE vs IBB Drawdown Comparison
The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.
The maximum drawdown for IBB was -62.85%, occurring on Jul 10, 2002. Recovery took 2488 trading sessions.
The current XLRE drawdown is -0.82%. The current IBB drawdown is -3.00%.
| Rank | XLRE | IBB |
|---|---|---|
| #1 | -38.80% Feb 21, 2020 - Apr 1, 2021 | -62.85% Jun 5, 2001 - Apr 27, 2011 |
| #2 | -34.11% Dec 31, 2021 - Jun 9, 2026 | -39.82% Aug 9, 2021 - Jan 7, 2026 |
| #3 | -14.65% Aug 1, 2016 - Nov 7, 2017 | -39.24% Jul 20, 2015 - May 11, 2020 |
| #4 | -13.42% Dec 29, 2015 - Mar 17, 2016 | -34.69% Feb 12, 2001 - May 22, 2001 |
| #5 | -12.51% Dec 6, 2018 - Jan 31, 2019 | -22.65% Jul 8, 2011 - Jan 10, 2012 |
| #6 | -12.35% Nov 13, 2017 - Jul 5, 2018 | -21.18% Feb 25, 2014 - Aug 26, 2014 |
| #7 | -8.32% Aug 20, 2018 - Nov 30, 2018 | -15.26% Feb 8, 2021 - Aug 5, 2021 |
| #8 | -8.27% Sep 2, 2021 - Nov 3, 2021 | -12.98% Jul 20, 2020 - Dec 3, 2020 |
| #9 | -6.74% Oct 21, 2019 - Jan 21, 2020 | -12.75% Oct 5, 2012 - Feb 1, 2013 |
| #10 | -6.10% Oct 22, 2015 - Dec 29, 2015 | -9.81% May 14, 2013 - Jul 11, 2013 |
| #11 | -5.79% May 10, 2016 - Jun 29, 2016 | -9.63% Jan 22, 2026 - Mar 27, 2026 |
| #12 | -4.83% Jun 20, 2019 - Jul 10, 2019 | -9.25% Apr 23, 2015 - Jun 11, 2015 |
| #13 | -4.80% Nov 24, 2021 - Dec 7, 2021 | -9.02% Oct 1, 2013 - Nov 21, 2013 |
| #14 | -4.25% Apr 12, 2019 - May 24, 2019 | -8.60% Sep 24, 2014 - Oct 23, 2014 |
| #15 | -4.04% Apr 30, 2021 - May 24, 2021 | -7.55% Mar 20, 2015 - Apr 23, 2015 |
Correlation
Correlation between XLRE and IBB is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2007 - 2026)
XLRE vs IBB dividend yield comparison.
| Year | XLRE | IBB |
|---|---|---|
| 2026 | 0.60% | 0.08% |
| 2025 | 3.45% | 0.23% |
| 2024 | 3.43% | 0.29% |
| 2023 | 3.31% | 0.26% |
| 2022 | 3.70% | 0.31% |
| 2021 | 2.61% | 0.21% |
| 2020 | 3.15% | 0.21% |
| 2019 | 3.06% | 0.33% |
| 2018 | 3.78% | 0.20% |
| 2017 | 3.25% | 0.30% |
| 2016 | 4.22% | 0.19% |
| 2015 | 1.09% | 0.03% |
| 2014 | 0.00% | 0.15% |
| 2013 | 0.00% | 0.03% |
| 2012 | 0.00% | 0.48% |
| 2011 | 0.00% | 0.01% |
| 2010 | 0.00% | 0.55% |
| 2008 | 0.00% | 0.25% |
| 2007 | 0.00% | 0.11% |
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