XLRE vs IJT
Comparison between STATE STREET(R) REAL ESTATE SELECT SECTOR SPDR(R) ETF (XLRE, ETF) and ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT, ETF).
5-Year PerformanceIJT has outperformed XLRE, delivering a return of +7.7% compared to +3.0%
XLRE vs IJT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLRE
$8.10B
Winner
IJT
$8.20B
Expense Ratio
Winner
XLRE
0.08%
IJT
0.18%
Max Drawdown
Winner
XLRE
39.28%
IJT
57.98%
Sharpe Ratio
XLRE
0.71
Winner
IJT
1.39
5Y Beta
Winner
XLRE
0.47
IJT
1.04
P/E Ratio
XLRE
37.04
Winner
IJT
30.75
Forward P/E
XLRE
35.71
Winner
IJT
20.23
PEG Ratio
XLRE
0.92
IJT
N/A
5Y Dividends CAGR
XLRE
1.94%
Winner
IJT
11.10%
5Y EPS CAGR
XLRE
7.20%
Winner
IJT
20.17%
Debt to Equity
Winner
XLRE
21.10%
IJT
61.49%
P/S Ratio
XLRE
6.08
Winner
IJT
1.76
P/B Ratio
Winner
XLRE
3.10
IJT
3.36
XLRE vs IJT - Holdings Comparison
XLRE and IJT have 1 common holdings. Overlap is -0.77%
XLRE's top 25 holdings weight is 93.06%. IJT's top 25 holdings weight is 23.09%.
| Rank | XLRE | IJT |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 11.28% | FORMFACTOR INC (FORM) - 1.26% |
| #2 | PROLOGIS INC (PLD) - 9.00% | VIASAT INC (VSAT) - 1.24% |
| #3 | EQUINIX INC (EQIX) - 6.78% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.22% |
| #4 | AMERICAN TOWER CORP (AMT) - 5.18% | ARGAN INC (AGX) - 1.17% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.95% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.16% |
| #6 | VENTAS INC (VTR) - 4.64% | KRYSTAL BIOTECH INC (KRYS) - 1.07% |
| #7 | REALTY INCOME CORP (O) - 4.60% | ESCO TECHNOLOGIES INC (ESE) - 0.97% |
| #8 | DIGITAL REALTY TRUST INC (DLR) - 4.55% | STONEX GROUP INC (SNEX) - 0.96% |
| #9 | PUBLIC STORAGE (PSA) - 4.53% | ALKERMES PLC (ALKS) - 0.95% |
| #10 | CBRE GROUP INC CLASS A (CBRE) - 4.27% | CORCEPT THERAPEUTICS INC (CORT) - 0.93% |
| #11 | IRON MOUNTAIN INC (IRM) - 3.49% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.87% |
| #12 | CROWN CASTLE INC (CCI) - 3.42% | FEDERAL SIGNAL CORP (FSS) - 0.86% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 3.16% | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.85% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.97% | ENPRO INC (NPO) - 0.84% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 2.75% | JBT MAREL CORP (JBTM) - 0.83% |
| #16 | EQUITY RESIDENTIAL (EQR) - 2.42% | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.83% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.97% | POWELL INDUSTRIES INC (POWL) - 0.83% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.94% | BRINKER INTERNATIONAL INC (EAT) - 0.81% |
| #19 | KIMCO REALTY CORP (KIM) - 1.73% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.80% |
| #20 | WEYERHAEUSER CO (WY) - 1.70% | MYR GROUP INC (MYRG) - 0.79% |
| #21 | INVITATION HOMES INC (INVH) - 1.67% | KODIAK GAS SERVICES INC (KGS) - 0.78% |
| #22 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.67% | TG THERAPEUTICS INC (TGTX) - 0.78% |
| #23 | HEALTHPEAK PROPERTIES INC (DOC) - 1.53% | n/a (MSGS) - 0.78% |
| #24 | HOST HOTELS & RESORTS INC (HST) - 1.51% | ETSY INC (ETSY) - 0.76% |
| #25 | REGENCY CENTERS CORP (REG) - 1.35% | ARCHROCK INC (AROC) - 0.75% |
| Total Holdings | 34 | 351 |
XLRE vs IJT - Historical Returns
Returns include dividend reinvestment.
1M
XLRE
+1.67%
Winner
IJT
+2.99%
3M
XLRE
+4.66%
Winner
IJT
+11.69%
6M
XLRE
+9.36%
Winner
IJT
+15.83%
1Y
XLRE
+12.58%
Winner
IJT
+29.98%
5Y(CAGR)
XLRE
+3.05%
Winner
IJT
+7.71%
10Y(CAGR)
XLRE
+6.47%
Winner
IJT
+11.05%
Max(CAGR)
XLRE
+7.50%
Winner
IJT
+9.65%
XLRE vs IJT - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | XLRE | IJT |
|---|---|---|
| 2026 | +14.31% | +22.39% |
| 2025 | +3.56% | +5.10% |
| 2024 | +4.11% | +10.13% |
| 2023 | +11.95% | +17.67% |
| 2022 | -25.56% | -21.74% |
| 2021 | +50.96% | +23.41% |
| 2020 | -0.96% | +19.03% |
| 2019 | +31.71% | +21.08% |
| 2018 | -1.81% | -4.80% |
| 2017 | +10.33% | +14.05% |
| 2016 | +5.18% | +25.73% |
| 2015 | +4.38% | +3.35% |
| 2014 | N/A | +5.01% |
| 2013 | N/A | +38.45% |
| 2012 | N/A | +13.49% |
| 2011 | N/A | +1.63% |
| 2010 | N/A | +25.66% |
| 2009 | N/A | +26.13% |
| 2008 | N/A | -32.71% |
| 2007 | N/A | +6.09% |
| 2006 | N/A | +8.46% |
| 2005 | N/A | +10.75% |
| 2004 | N/A | +21.10% |
| 2003 | N/A | +33.27% |
| 2002 | N/A | -14.85% |
| 2001 | N/A | +4.08% |
| 2000 | N/A | +1.71% |
XLRE vs IJT Drawdown Comparison
The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.
The maximum drawdown for IJT was -57.60%, occurring on Mar 9, 2009. Recovery took 806 trading sessions.
The current IJT drawdown is -2.53%.
| Rank | XLRE | IJT |
|---|---|---|
| #1 | -38.80% Feb 21, 2020 - Apr 1, 2021 | -57.60% Oct 10, 2007 - Dec 21, 2010 |
| #2 | -34.11% Dec 31, 2021 - Jun 9, 2026 | -42.03% Aug 31, 2018 - Nov 16, 2020 |
| #3 | -14.65% Aug 1, 2016 - Nov 7, 2017 | -36.43% Sep 1, 2000 - Dec 1, 2003 |
| #4 | -13.42% Dec 29, 2015 - Mar 17, 2016 | -29.23% Nov 8, 2021 - Jul 16, 2024 |
| #5 | -12.51% Dec 6, 2018 - Jan 31, 2019 | -27.41% Nov 25, 2024 - Jan 15, 2026 |
| #6 | -12.35% Nov 13, 2017 - Jul 5, 2018 | -26.45% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -8.32% Aug 20, 2018 - Nov 30, 2018 | -19.69% Jun 23, 2015 - Jul 12, 2016 |
| #8 | -8.27% Sep 2, 2021 - Nov 3, 2021 | -14.11% May 9, 2006 - Feb 1, 2007 |
| #9 | -6.74% Oct 21, 2019 - Jan 21, 2020 | -12.70% Jun 30, 2004 - Oct 27, 2004 |
| #10 | -6.10% Oct 22, 2015 - Dec 29, 2015 | -12.36% Jul 3, 2014 - Dec 22, 2014 |
| #11 | -5.79% May 10, 2016 - Jun 29, 2016 | -11.11% Mar 7, 2005 - Jul 5, 2005 |
| #12 | -4.83% Jun 20, 2019 - Jul 10, 2019 | -10.60% Sep 14, 2012 - Jan 2, 2013 |
| #13 | -4.80% Nov 24, 2021 - Dec 7, 2021 | -10.21% Mar 26, 2012 - Sep 6, 2012 |
| #14 | -4.25% Apr 12, 2019 - May 24, 2019 | -9.51% Apr 5, 2004 - Jun 25, 2004 |
| #15 | -4.04% Apr 30, 2021 - May 24, 2021 | -9.34% Jul 31, 2024 - Oct 16, 2024 |
Correlation
Correlation between XLRE and IJT is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2000 - 2026)
XLRE vs IJT dividend yield comparison.
| Year | XLRE | IJT |
|---|---|---|
| 2026 | 1.43% | 0.27% |
| 2025 | 3.45% | 0.91% |
| 2024 | 3.43% | 1.06% |
| 2023 | 3.31% | 1.02% |
| 2022 | 3.70% | 1.08% |
| 2021 | 2.61% | 0.63% |
| 2020 | 3.15% | 0.68% |
| 2019 | 3.06% | 0.92% |
| 2018 | 3.78% | 0.92% |
| 2017 | 3.25% | 0.86% |
| 2016 | 4.22% | 1.03% |
| 2015 | 1.09% | 1.14% |
| 2014 | 0.00% | 0.78% |
| 2013 | 0.00% | 0.70% |
| 2012 | 0.00% | 1.41% |
| 2011 | 0.00% | 0.65% |
| 2010 | 0.00% | 0.87% |
| 2009 | 0.00% | 0.38% |
| 2008 | 0.00% | 0.95% |
| 2007 | 0.00% | 0.26% |
| 2006 | 0.00% | 0.27% |
| 2005 | 0.00% | 0.56% |
| 2004 | 0.00% | 0.34% |
| 2003 | 0.00% | 0.35% |
| 2002 | 0.00% | 0.24% |
| 2001 | 0.00% | 0.08% |
| 2000 | 0.00% | 0.79% |
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