XLRE vs IOO
Comparison between STATE STREET(R) REAL ESTATE SELECT SECTOR SPDR(R) ETF (XLRE, ETF) and ISHARES GLOBAL 100 ETF (IOO, ETF).
5-Year PerformanceIOO has outperformed XLRE, delivering a return of +16.4% compared to +2.6%
XLRE vs IOO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLRE
$8.60B
IOO
$8.50B
Expense Ratio
Winner
XLRE
0.08%
IOO
0.40%
Max Drawdown
Winner
XLRE
39.28%
IOO
57.93%
Sharpe Ratio
XLRE
0.62
Winner
IOO
1.69
5Y Beta
Winner
XLRE
0.45
IOO
1.01
P/E Ratio
XLRE
38.31
Winner
IOO
26.67
Forward P/E
XLRE
36.59
Winner
IOO
22.72
PEG Ratio
XLRE
0.79
Winner
IOO
0.33
5Y Dividends CAGR
XLRE
1.94%
Winner
IOO
3.77%
5Y EPS CAGR
XLRE
6.37%
Winner
IOO
35.44%
Debt to Equity
Winner
XLRE
23.19%
IOO
25.84%
P/S Ratio
XLRE
6.25
Winner
IOO
6.01
P/B Ratio
Winner
XLRE
3.09
IOO
7.88
XLRE vs IOO - Holdings Comparison
XLRE and IOO have 2 common holdings. Overlap is 0.18%
XLRE's top 25 holdings weight is 93.46%. IOO's top 25 holdings weight is 74.95%.
| Rank | XLRE | IOO |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 11.57% | NVIDIA CORP (NVDA) - 12.52% |
| #2 | PROLOGIS INC (PLD) - 9.21% | APPLE INC (AAPL) - 12.01% |
| #3 | EQUINIX INC (EQIX) - 6.72% | MICROSOFT CORP (MSFT) - 7.37% |
| #4 | AMERICAN TOWER CORP (AMT) - 5.21% | AMAZON.COM INC (AMZN) - 6.05% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.96% | ALPHABET INC CLASS A (GOOGL) - 5.08% |
| #6 | VENTAS INC (VTR) - 4.72% | BROADCOM INC (AVGO) - 4.57% |
| #7 | REALTY INCOME CORP (O) - 4.67% | ALPHABET INC CLASS C (GOOG) - 4.08% |
| #8 | DIGITAL REALTY TRUST INC (DLR) - 4.56% | ELI LILLY AND CO (LLY) - 2.32% |
| #9 | PUBLIC STORAGE (PSA) - 4.33% | JPMORGAN CHASE & CO (JPM) - 2.30% |
| #10 | CBRE GROUP INC CLASS A (CBRE) - 4.10% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.15% |
| #11 | IRON MOUNTAIN INC (IRM) - 3.73% | ASML HOLDING NV (n/a) - 1.76% |
| #12 | CROWN CASTLE INC (CCI) - 3.45% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.57% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 3.14% | JOHNSON & JOHNSON (JNJ) - 1.50% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.96% | INTEL CORP (INTC) - 1.24% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 2.69% | WALMART INC (WMT) - 1.21% |
| #16 | EQUITY RESIDENTIAL (EQR) - 2.37% | CISCO SYSTEMS INC (CSCO) - 1.11% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.95% | MASTERCARD INC CLASS A (MA) - 1.08% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.91% | CATERPILLAR INC (CAT) - 1.02% |
| #19 | KIMCO REALTY CORP (KIM) - 1.77% | TENCENT HOLDINGS LTD (n/a) - 0.92% |
| #20 | WEYERHAEUSER CO (WY) - 1.74% | GE AEROSPACE (GE) - 0.89% |
| #21 | INVITATION HOMES INC (INVH) - 1.66% | CHEVRON CORP (CVX) - 0.89% |
| #22 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.57% | HSBC HOLDINGS PLC (n/a) - 0.86% |
| #23 | HOST HOTELS & RESORTS INC (HST) - 1.55% | PROCTER & GAMBLE CO (PG) - 0.86% |
| #24 | HEALTHPEAK PROPERTIES INC (DOC) - 1.55% | THE GOLDMAN SACHS GROUP INC (GS) - 0.80% |
| #25 | REGENCY CENTERS CORP (REG) - 1.37% | COCA-COLA CO (KO) - 0.79% |
| Total Holdings | 34 | 118 |
XLRE vs IOO - Historical Returns
Returns include dividend reinvestment.
1M
XLRE
+0.20%
Winner
IOO
+5.58%
3M
XLRE
+2.18%
Winner
IOO
+6.02%
6M
XLRE
+8.77%
Winner
IOO
+13.95%
1Y
XLRE
+11.85%
Winner
IOO
+31.18%
5Y(CAGR)
XLRE
+2.60%
Winner
IOO
+16.36%
10Y(CAGR)
XLRE
+6.43%
Winner
IOO
+16.66%
Max(CAGR)
XLRE
+7.35%
Winner
IOO
+7.79%
XLRE vs IOO - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | XLRE | IOO |
|---|---|---|
| 2026 | +13.11% | +15.57% |
| 2025 | +3.56% | +27.17% |
| 2024 | +4.11% | +27.68% |
| 2023 | +11.95% | +27.83% |
| 2022 | -25.56% | -16.96% |
| 2021 | +50.96% | +27.02% |
| 2020 | -0.96% | +17.00% |
| 2019 | +31.71% | +29.39% |
| 2018 | -1.81% | -6.98% |
| 2017 | +10.33% | +22.56% |
| 2016 | +5.18% | +10.29% |
| 2015 | +4.38% | -1.56% |
| 2014 | N/A | +3.49% |
| 2013 | N/A | +21.82% |
| 2012 | N/A | +11.02% |
| 2011 | N/A | -4.92% |
| 2010 | N/A | +3.41% |
| 2009 | N/A | +21.68% |
| 2008 | N/A | -35.36% |
| 2007 | N/A | +10.56% |
| 2006 | N/A | +16.79% |
| 2005 | N/A | +4.99% |
| 2004 | N/A | +8.73% |
| 2003 | N/A | +28.09% |
| 2002 | N/A | -23.56% |
| 2001 | N/A | -13.86% |
| 2000 | N/A | -3.92% |
XLRE vs IOO Drawdown Comparison
The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.
The maximum drawdown for IOO was -55.85%, occurring on Mar 9, 2009. Recovery took 1448 trading sessions.
The current XLRE drawdown is -2.24%.
| Rank | XLRE | IOO |
|---|---|---|
| #1 | -38.80% Feb 21, 2020 - Apr 1, 2021 | -55.85% Oct 31, 2007 - Aug 2, 2013 |
| #2 | -34.11% Dec 31, 2021 - Jun 9, 2026 | -45.63% Dec 11, 2000 - Apr 27, 2006 |
| #3 | -14.65% Aug 1, 2016 - Nov 7, 2017 | -31.43% Feb 12, 2020 - Aug 5, 2020 |
| #4 | -13.42% Dec 29, 2015 - Mar 17, 2016 | -23.50% Jan 4, 2022 - Jul 13, 2023 |
| #5 | -12.51% Dec 6, 2018 - Jan 31, 2019 | -19.19% Feb 20, 2025 - Jun 9, 2025 |
| #6 | -12.35% Nov 13, 2017 - Jul 5, 2018 | -17.28% May 21, 2015 - Dec 9, 2016 |
| #7 | -8.32% Aug 20, 2018 - Nov 30, 2018 | -16.91% Sep 20, 2018 - Apr 8, 2019 |
| #8 | -8.27% Sep 2, 2021 - Nov 3, 2021 | -11.11% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -6.74% Oct 21, 2019 - Jan 21, 2020 | -10.43% May 9, 2006 - Sep 1, 2006 |
| #10 | -6.10% Oct 22, 2015 - Dec 29, 2015 | -10.02% Sep 2, 2020 - Nov 16, 2020 |
| #11 | -5.79% May 10, 2016 - Jun 29, 2016 | -9.99% Jan 26, 2018 - Aug 29, 2018 |
| #12 | -4.83% Jun 20, 2019 - Jul 10, 2019 | -9.94% Feb 25, 2026 - Apr 14, 2026 |
| #13 | -4.80% Nov 24, 2021 - Dec 7, 2021 | -9.75% Jul 13, 2007 - Oct 1, 2007 |
| #14 | -4.25% Apr 12, 2019 - May 24, 2019 | -9.38% Jul 3, 2014 - Apr 15, 2015 |
| #15 | -4.04% Apr 30, 2021 - May 24, 2021 | -9.06% Jul 31, 2023 - Nov 20, 2023 |
Correlation
Correlation between XLRE and IOO is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2000 - 2026)
XLRE vs IOO dividend yield comparison.
| Year | XLRE | IOO |
|---|---|---|
| 2026 | 1.45% | 0.49% |
| 2025 | 3.45% | 0.92% |
| 2024 | 3.43% | 1.08% |
| 2023 | 3.31% | 1.49% |
| 2022 | 3.70% | 2.00% |
| 2021 | 2.61% | 1.53% |
| 2020 | 3.15% | 1.49% |
| 2019 | 3.06% | 2.02% |
| 2018 | 3.78% | 2.54% |
| 2017 | 3.25% | 2.23% |
| 2016 | 4.22% | 2.75% |
| 2015 | 1.09% | 2.89% |
| 2014 | 0.00% | 3.52% |
| 2013 | 0.00% | 2.37% |
| 2012 | 0.00% | 2.79% |
| 2011 | 0.00% | 3.10% |
| 2010 | 0.00% | 2.20% |
| 2009 | 0.00% | 2.77% |
| 2008 | 0.00% | 3.76% |
| 2007 | 0.00% | 1.71% |
| 2006 | 0.00% | 1.83% |
| 2005 | 0.00% | 1.90% |
| 2004 | 0.00% | 1.67% |
| 2003 | 0.00% | 1.13% |
| 2002 | 0.00% | 1.25% |
| 2001 | 0.00% | 1.06% |
| 2000 | 0.00% | 0.04% |
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