XLRE vs IXN
Comparison between THE REAL ESTATE SELECT SECTOR SPDR FUND (XLRE, ETF) and ISHARES GLOBAL TECH ETF (IXN, ETF).
XLRE is from the Real Estate sector, while IXN is from the Technology sector.
5-Year PerformanceIXN has outperformed XLRE, delivering a return of +22.0% compared to +4.6%
XLRE vs IXN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLRE
$7.70B
Winner
IXN
$7.80B
Expense Ratio
Winner
XLRE
0.08%
IXN
0.39%
Max Drawdown
Winner
XLRE
39.28%
IXN
56.25%
Sharpe Ratio
XLRE
0.49
Winner
IXN
2.19
5Y Beta
Winner
XLRE
0.50
IXN
1.41
P/E Ratio
Winner
XLRE
35.76
IXN
38.04
Forward P/E
XLRE
35.53
Winner
IXN
24.70
PEG Ratio
XLRE
0.54
Winner
IXN
0.34
5Y Dividends CAGR
XLRE
1.63%
Winner
IXN
20.67%
5Y EPS CAGR
XLRE
7.20%
Winner
IXN
34.13%
Debt to Equity
XLRE
-53.94%
Winner
IXN
-87.44%
P/S Ratio
XLRE
6.15
Winner
IXN
5.91
P/B Ratio
Winner
XLRE
3.07
IXN
9.86
XLRE vs IXN - Holdings Comparison
XLRE and IXN have 1 common holdings. Overlap is -0.02%
XLRE's top 25 holdings weight is 93.66%. IXN's top 25 holdings weight is 75.27%.
| Rank | XLRE | IXN |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.24% | NVIDIA CORP (NVDA) - 12.99% |
| #2 | PROLOGIS INC (PLD) - 8.93% | APPLE INC (AAPL) - 10.95% |
| #3 | EQUINIX INC (EQIX) - 7.26% | MICROSOFT CORP (MSFT) - 8.27% |
| #4 | AMERICAN TOWER CORP (AMT) - 5.71% | BROADCOM INC (AVGO) - 5.32% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.69% | n/a (n/a) - 4.67% |
| #6 | SIMON PROPERTY GROUP INC (SPG) - 4.60% | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.76% |
| #7 | CBRE GROUP INC CLASS A (CBRE) - 4.35% | MICRON TECHNOLOGY INC (MU) - 3.09% |
| #8 | VENTAS INC (VTR) - 4.33% | ADVANCED MICRO DEVICES INC (AMD) - 2.65% |
| #9 | PUBLIC STORAGE (PSA) - 4.29% | SK HYNIX INC (n/a) - 2.57% |
| #10 | REALTY INCOME CORP (O) - 4.23% | ASML HOLDING NV (n/a) - 2.57% |
| #11 | IRON MOUNTAIN INC (IRM) - 4.09% | INTEL CORP (INTC) - 2.14% |
| #12 | CROWN CASTLE INC (CCI) - 4.08% | CISCO SYSTEMS INC (CSCO) - 1.74% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.25% | n/a (PLTR) - 1.59% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 3.12% | LAM RESEARCH CORP (LRCX) - 1.54% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 2.76% | APPLIED MATERIALS INC (AMAT) - 1.48% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 2.43% | ORACLE CORP (ORCL) - 1.46% |
| #17 | EQUITY RESIDENTIAL (EQR) - 2.39% | TEXAS INSTRUMENTS INC (TXN) - 1.21% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.81% | KLA CORP (KLAC) - 1.07% |
| #19 | WEYERHAEUSER CO (WY) - 1.79% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.02% |
| #20 | INVITATION HOMES INC (INVH) - 1.70% | ANALOG DEVICES INC (ADI) - 0.92% |
| #21 | KIMCO REALTY CORP (KIM) - 1.67% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.88% |
| #22 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.60% | QUALCOMM INC (QCOM) - 0.86% |
| #23 | COSTAR GROUP INC (CSGP) - 1.55% | ARISTA NETWORKS INC (ANET) - 0.85% |
| #24 | HOST HOTELS & RESORTS INC (HST) - 1.43% | SAP SE (n/a) - 0.84% |
| #25 | REGENCY CENTERS CORP (REG) - 1.36% | SALESFORCE INC (CRM) - 0.83% |
| Total Holdings | 34 | 141 |
XLRE vs IXN - Historical Returns
Returns include dividend reinvestment.
1M
XLRE
+2.77%
Winner
IXN
+21.28%
3M
XLRE
+2.31%
Winner
IXN
+26.10%
6M
XLRE
+10.18%
Winner
IXN
+28.11%
1Y
XLRE
+11.30%
Winner
IXN
+59.05%
5Y(CAGR)
XLRE
+4.63%
Winner
IXN
+22.02%
10Y(CAGR)
XLRE
+6.86%
Winner
IXN
+24.83%
Max(CAGR)
XLRE
+7.26%
Winner
IXN
+12.35%
XLRE vs IXN - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | XLRE | IXN |
|---|---|---|
| 2026 | +10.22% | +25.86% |
| 2025 | +3.56% | +25.60% |
| 2024 | +4.11% | +28.36% |
| 2023 | +11.95% | +54.20% |
| 2022 | -25.56% | -30.60% |
| 2021 | +50.96% | +30.90% |
| 2020 | -0.96% | +41.15% |
| 2019 | +31.71% | +47.55% |
| 2018 | -1.81% | -6.75% |
| 2017 | +10.33% | +40.11% |
| 2016 | +5.18% | +15.95% |
| 2015 | +4.38% | +4.27% |
| 2014 | N/A | +16.69% |
| 2013 | N/A | +21.45% |
| 2012 | N/A | +13.68% |
| 2011 | N/A | -4.54% |
| 2010 | N/A | +8.27% |
| 2009 | N/A | +48.03% |
| 2008 | N/A | -42.01% |
| 2007 | N/A | +12.40% |
| 2006 | N/A | +6.99% |
| 2005 | N/A | +5.43% |
| 2004 | N/A | +2.41% |
| 2003 | N/A | +41.04% |
| 2002 | N/A | -38.26% |
| 2001 | N/A | +0.32% |
XLRE vs IXN Drawdown Comparison
The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.
The maximum drawdown for IXN was -55.66%, occurring on Mar 9, 2009. Recovery took 1099 trading sessions.
The current XLRE drawdown is -1.46%. The current IXN drawdown is -0.77%.
| Rank | XLRE | IXN |
|---|---|---|
| #1 | -38.80% Feb 21, 2020 - Apr 1, 2021 | -55.66% Oct 31, 2007 - Mar 13, 2012 |
| #2 | -34.11% Dec 31, 2021 - Oct 25, 2023 | -55.51% Dec 6, 2001 - Jan 4, 2007 |
| #3 | -14.65% Aug 1, 2016 - Nov 7, 2017 | -36.30% Dec 27, 2021 - Nov 20, 2023 |
| #4 | -13.42% Dec 29, 2015 - Mar 17, 2016 | -30.89% Feb 19, 2020 - Jun 10, 2020 |
| #5 | -12.51% Dec 6, 2018 - Jan 31, 2019 | -25.55% Feb 18, 2025 - Jun 24, 2025 |
| #6 | -12.35% Nov 13, 2017 - Jul 5, 2018 | -23.64% Aug 29, 2018 - Apr 12, 2019 |
| #7 | -8.32% Aug 20, 2018 - Nov 30, 2018 | -16.87% Jul 10, 2024 - Dec 16, 2024 |
| #8 | -8.27% Sep 2, 2021 - Nov 3, 2021 | -14.88% Dec 4, 2015 - Jul 12, 2016 |
| #9 | -6.74% Oct 21, 2019 - Jan 21, 2020 | -14.63% May 21, 2015 - Nov 2, 2015 |
| #10 | -6.10% Oct 22, 2015 - Dec 29, 2015 | -14.13% Apr 2, 2012 - Apr 30, 2013 |
| #11 | -5.79% May 10, 2016 - Jun 29, 2016 | -13.80% Oct 29, 2025 - Apr 14, 2026 |
| #12 | -4.83% Jun 20, 2019 - Jul 10, 2019 | -11.29% Sep 2, 2020 - Dec 1, 2020 |
| #13 | -4.80% Nov 24, 2021 - Dec 7, 2021 | -10.79% Jan 26, 2018 - Mar 9, 2018 |
| #14 | -4.25% Apr 12, 2019 - May 24, 2019 | -10.02% Jul 19, 2007 - Sep 27, 2007 |
| #15 | -4.04% Apr 30, 2021 - May 24, 2021 | -9.90% Apr 24, 2019 - Jul 1, 2019 |
Correlation
Correlation between XLRE and IXN is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2004 - 2026)
XLRE vs IXN dividend yield comparison.
| Year | XLRE | IXN |
|---|---|---|
| 2026 | 0.61% | 0.00% |
| 2025 | 3.45% | 1.04% |
| 2024 | 3.43% | 0.43% |
| 2023 | 3.31% | 0.55% |
| 2022 | 3.70% | 0.81% |
| 2021 | 2.61% | 0.58% |
| 2020 | 3.15% | 0.63% |
| 2019 | 3.06% | 1.06% |
| 2018 | 3.78% | 0.94% |
| 2017 | 3.25% | 0.93% |
| 2016 | 4.22% | 1.03% |
| 2015 | 1.09% | 1.12% |
| 2014 | 0.00% | 1.14% |
| 2013 | 0.00% | 1.02% |
| 2012 | 0.00% | 1.08% |
| 2011 | 0.00% | 0.99% |
| 2010 | 0.00% | 0.67% |
| 2009 | 0.00% | 0.61% |
| 2008 | 0.00% | 1.19% |
| 2007 | 0.00% | 0.36% |
| 2006 | 0.00% | 0.22% |
| 2005 | 0.00% | 0.05% |
| 2004 | 0.00% | 1.21% |
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