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XLRE vs JMUB

Comparison between STATE STREET(R) REAL ESTATE SELECT SECTOR SPDR(R) ETF (XLRE, ETF) and JPMORGAN MUNICIPAL ETF (JMUB, ETF).

5-Year PerformanceXLRE has outperformed JMUB, delivering a return of +3.2% compared to +1.1%

XLRE vs JMUB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
XLRE
$7.90B
JMUB
$7.80B
Expense Ratio
Winner
XLRE
0.08%
JMUB
0.18%
Max Drawdown
XLRE
39.28%
Winner
JMUB
14.47%
Sharpe Ratio
XLRE
0.60
Winner
JMUB
0.77
5Y Beta
XLRE
0.48
Winner
JMUB
0.02
P/E Ratio
XLRE
37.22
JMUB
N/A
Forward P/E
XLRE
35.90
JMUB
N/A
PEG Ratio
XLRE
0.92
JMUB
N/A
5Y Dividends CAGR
XLRE
1.63%
Winner
JMUB
11.35%
5Y EPS CAGR
XLRE
7.35%
JMUB
N/A
Debt to Equity
XLRE
10.98%
JMUB
N/A
P/S Ratio
XLRE
6.17
JMUB
N/A
P/B Ratio
XLRE
3.12
JMUB
N/A

XLRE vs JMUB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XLRE
+4.07%
JMUB
+1.14%
3M
Winner
XLRE
+6.37%
JMUB
+0.58%
6M
Winner
XLRE
+11.91%
JMUB
+1.60%
1Y
Winner
XLRE
+11.00%
JMUB
+5.68%
5Y(CAGR)
Winner
XLRE
+3.21%
JMUB
+1.12%
10Y(CAGR)
XLRE
+6.95%
JMUB
N/A
Max(CAGR)
Winner
XLRE
+7.37%
JMUB
+3.02%

XLRE vs JMUB - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearXLREJMUB
2026+12.16%+1.18%
2025+3.56%+4.15%
2024+4.11%+1.90%
2023+11.95%+5.86%
2022-25.56%-7.39%
2021+50.96%+1.59%
2020-0.96%+4.88%
2019+31.71%+8.35%
2018-1.81%+2.81%
2017+10.33%N/A
2016+5.18%N/A
2015+4.38%N/A

XLRE vs JMUB Drawdown Comparison

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

The maximum drawdown for JMUB was -12.50%, occurring on Mar 23, 2020. Recovery took 106 trading sessions.

The current XLRE drawdown is -0.82%. The current JMUB drawdown is -0.59%.

RankXLREJMUB
#1-38.80%
Feb 21, 2020 - Apr 1, 2021
-12.50%
Mar 9, 2020 - Aug 7, 2020
#2-34.11%
Dec 31, 2021 - Jun 9, 2026
-12.06%
Jul 30, 2021 - Sep 5, 2024
#3-14.65%
Aug 1, 2016 - Nov 7, 2017
-4.02%
Feb 28, 2025 - Sep 5, 2025
#4-13.42%
Dec 29, 2015 - Mar 17, 2016
-2.55%
Feb 27, 2026 - Mar 24, 2026
#5-12.51%
Dec 6, 2018 - Jan 31, 2019
-2.18%
Oct 1, 2024 - Dec 4, 2024
#6-12.35%
Nov 13, 2017 - Jul 5, 2018
-2.17%
Feb 12, 2021 - Jun 8, 2021
#7-8.32%
Aug 20, 2018 - Nov 30, 2018
-2.07%
Dec 4, 2024 - Feb 26, 2025
#8-8.27%
Sep 2, 2021 - Nov 3, 2021
-1.36%
Aug 15, 2019 - Oct 9, 2019
#9-6.74%
Oct 21, 2019 - Jan 21, 2020
-1.22%
Aug 11, 2020 - Nov 20, 2020
#10-6.10%
Oct 22, 2015 - Dec 29, 2015
-1.18%
Oct 9, 2019 - Jan 3, 2020
#11-5.79%
May 10, 2016 - Jun 29, 2016
-0.55%
Jun 15, 2021 - Jul 8, 2021
#12-4.83%
Jun 20, 2019 - Jul 10, 2019
-0.48%
Mar 28, 2019 - Apr 29, 2019
#13-4.80%
Nov 24, 2021 - Dec 7, 2021
-0.45%
Nov 11, 2025 - Nov 28, 2025
#14-4.25%
Apr 12, 2019 - May 24, 2019
-0.42%
Sep 17, 2025 - Oct 10, 2025
#15-4.04%
Apr 30, 2021 - May 24, 2021
-0.36%
Jan 31, 2020 - Feb 19, 2020

Correlation

Correlation between XLRE and JMUB is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Dividend Comparison (2015 - 2026)

XLRE vs JMUB dividend yield comparison.

YearXLREJMUB
20260.60%1.50%
20253.45%3.52%
20243.43%3.50%
20233.31%3.20%
20223.70%2.16%
20212.61%1.94%
20203.15%2.13%
20193.06%3.66%
20183.78%0.45%
20173.25%0.00%
20164.22%0.00%
20151.09%0.00%

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