XLRE vs SHYG

Comparison between THE REAL ESTATE SELECT SECTOR SPDR FUND (XLRE, ETF) and ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF).

5-Year PerformanceSHYG has outperformed XLRE, delivering a return of +4.9% compared to +4.6%

XLRE vs SHYG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLRE(ETF)	SHYG(ETF)
Net Assets	$7.70B	$7.60B
Expense Ratio	0.08%	0.30%
Max Drawdown	39.28%	26.29%
Sharpe Ratio	0.49	0.93
5Y Beta	0.50	0.22
P/E Ratio	35.76	N/A
Forward P/E	35.53	N/A
PEG Ratio	0.54	N/A
5Y Dividends CAGR	1.63%	6.98%
5Y EPS CAGR	7.20%	N/A
Debt to Equity	-53.94%	N/A
P/S Ratio	6.15	N/A
P/B Ratio	3.07	N/A

Net Assets

Winner

XLRE

$7.70B

SHYG

$7.60B

Expense Ratio

Winner

XLRE

0.08%

SHYG

0.30%

Max Drawdown

XLRE

39.28%

Winner

SHYG

26.29%

Sharpe Ratio

XLRE

0.49

Winner

SHYG

0.93

5Y Beta

XLRE

0.50

Winner

SHYG

0.22

P/E Ratio

XLRE

35.76

SHYG

N/A

Forward P/E

XLRE

35.53

SHYG

N/A

PEG Ratio

XLRE

0.54

SHYG

N/A

5Y Dividends CAGR

XLRE

1.63%

Winner

SHYG

6.98%

5Y EPS CAGR

XLRE

7.20%

SHYG

N/A

Debt to Equity

XLRE

-53.94%

SHYG

N/A

P/S Ratio

XLRE

6.15

SHYG

N/A

P/B Ratio

XLRE

3.07

SHYG

N/A

XLRE vs SHYG - Historical Returns

Returns include dividend reinvestment.

Period	XLRE	SHYG
1 month	+2.77%	+0.34%
3 months	+2.31%	+0.76%
6 months	+10.18%	+2.81%
1 year	+11.30%	+6.66%
5 years(CAGR)	+4.63%	+4.94%
10 years(CAGR)	+6.86%	+5.30%
Max(CAGR)	+7.26%	+4.40%

Winner

XLRE

+2.77%

SHYG

+0.34%

Winner

XLRE

+2.31%

SHYG

+0.76%

Winner

XLRE

+10.18%

SHYG

+2.81%

Winner

XLRE

+11.30%

SHYG

+6.66%

5Y(CAGR)

XLRE

+4.63%

Winner

SHYG

+4.94%

10Y(CAGR)

Winner

XLRE

+6.86%

SHYG

+5.30%

Max(CAGR)

Winner

XLRE

+7.26%

SHYG

+4.40%

XLRE vs SHYG - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	XLRE	SHYG
2026	+10.22%	+1.21%
2025	+3.56%	+7.71%
2024	+4.11%	+8.38%
2023	+11.95%	+10.24%
2022	-25.56%	-4.63%
2021	+50.96%	+4.78%
2020	-0.96%	+2.98%
2019	+31.71%	+10.08%
2018	-1.81%	+0.04%
2017	+10.33%	+4.86%
2016	+5.18%	+12.94%
2015	+4.38%	-3.10%
2014	N/A	+0.23%
2013	N/A	+1.99%

XLRE vs SHYG Drawdown Comparison

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

The maximum drawdown for SHYG was -19.27%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.

The current XLRE drawdown is -1.46%. The current SHYG drawdown is -0.21%.

Rank	XLRE	SHYG
#1	-38.80% Feb 21, 2020 - Apr 1, 2021	-19.27% Feb 14, 2020 - Nov 17, 2020
#2	-34.11% Dec 31, 2021 - Oct 25, 2023	-10.32% May 29, 2015 - Jul 8, 2016
#3	-14.65% Aug 1, 2016 - Nov 7, 2017	-9.39% Dec 27, 2021 - Jul 13, 2023
#4	-13.42% Dec 29, 2015 - Mar 17, 2016	-5.15% Jun 23, 2014 - Apr 9, 2015
#5	-12.51% Dec 6, 2018 - Jan 31, 2019	-5.04% Oct 1, 2018 - Jan 31, 2019
#6	-12.35% Nov 13, 2017 - Jul 5, 2018	-4.53% Feb 28, 2025 - May 12, 2025
#7	-8.32% Aug 20, 2018 - Nov 30, 2018	-2.69% Oct 24, 2016 - Dec 6, 2016
#8	-8.27% Sep 2, 2021 - Nov 3, 2021	-2.39% Sep 1, 2023 - Nov 3, 2023
#9	-6.74% Oct 21, 2019 - Jan 21, 2020	-1.86% Jan 26, 2018 - Apr 12, 2018
#10	-6.10% Oct 22, 2015 - Dec 29, 2015	-1.75% Feb 2, 2026 - Apr 8, 2026
#11	-5.79% May 10, 2016 - Jun 29, 2016	-1.74% Mar 27, 2024 - May 3, 2024
#12	-4.83% Jun 20, 2019 - Jul 10, 2019	-1.61% Nov 5, 2021 - Dec 23, 2021
#13	-4.80% Nov 24, 2021 - Dec 7, 2021	-1.57% Mar 1, 2017 - Apr 20, 2017
#14	-4.25% Apr 12, 2019 - May 24, 2019	-1.48% May 3, 2019 - Jun 18, 2019
#15	-4.04% Apr 30, 2021 - May 24, 2021	-1.38% Oct 20, 2017 - Jan 3, 2018

Correlation

Correlation between XLRE and SHYG is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2013 - 2026)

XLRE vs SHYG dividend yield comparison.

Year	XLRE	SHYG
2026	0.61%	2.33%
2025	3.45%	7.03%
2024	3.43%	6.93%
2023	3.31%	6.54%
2022	3.70%	5.57%
2021	2.61%	4.83%
2020	3.15%	5.07%
2019	3.06%	5.33%
2018	3.78%	5.90%
2017	3.25%	5.49%
2016	4.22%	5.53%
2015	1.09%	5.17%
2014	0.00%	4.33%
2013	0.00%	0.85%