XLRE vs SPLV
Comparison between THE REAL ESTATE SELECT SECTOR SPDR FUND (XLRE, ETF) and INVESCO S&P 500 LOW VOLATILITY ETF (SPLV, ETF).
5-Year PerformanceSPLV has outperformed XLRE, delivering a return of +5.5% compared to +4.3%
XLRE vs SPLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLRE
$7.30B
SPLV
$7.30B
Expense Ratio
Winner
XLRE
0.08%
SPLV
0.25%
Max Drawdown
XLRE
39.28%
Winner
SPLV
36.56%
Sharpe Ratio
Winner
XLRE
0.54
SPLV
-0.14
5Y Beta
XLRE
0.50
Winner
SPLV
0.35
P/E Ratio
XLRE
35.62
Winner
SPLV
22.01
Forward P/E
XLRE
35.47
Winner
SPLV
20.90
PEG Ratio
Winner
XLRE
0.54
SPLV
0.89
5Y Dividends CAGR
XLRE
1.63%
Winner
SPLV
7.67%
5Y EPS CAGR
XLRE
7.29%
Winner
SPLV
11.39%
Debt to Equity
Winner
XLRE
-43.70%
SPLV
59.46%
P/S Ratio
XLRE
6.11
Winner
SPLV
2.39
P/B Ratio
XLRE
3.06
Winner
SPLV
2.93
XLRE vs SPLV - Holdings Comparison
XLRE and SPLV have 16 common holdings. Overlap is 14.48%
XLRE's top 25 holdings weight is 93.72%. SPLV's top 25 holdings weight is 30.93%.
| Rank | XLRE | SPLV |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.29% | SOUTHERN CO (SO) - 1.34% |
| #2 | PROLOGIS INC (PLD) - 9.06% | PINNACLE WEST CAPITAL CORP (PNW) - 1.34% |
| #3 | EQUINIX INC (EQIX) - 7.28% | WEC ENERGY GROUP INC (WEC) - 1.34% |
| #4 | AMERICAN TOWER CORP (AMT) - 5.75% | ATMOS ENERGY CORP (ATO) - 1.33% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.67% | CENTERPOINT ENERGY INC (CNP) - 1.33% |
| #6 | SIMON PROPERTY GROUP INC (SPG) - 4.63% | CMS ENERGY CORP (CMS) - 1.32% |
| #7 | CBRE GROUP INC CLASS A (CBRE) - 4.51% | AMEREN CORP (AEE) - 1.32% |
| #8 | VENTAS INC (VTR) - 4.40% | EVERGY INC (EVRG) - 1.31% |
| #9 | PUBLIC STORAGE (PSA) - 4.29% | ALLIANT ENERGY CORP (LNT) - 1.30% |
| #10 | REALTY INCOME CORP (O) - 4.25% | DTE ENERGY CO (DTE) - 1.30% |
| #11 | CROWN CASTLE INC (CCI) - 3.97% | DUKE ENERGY CORP (DUK) - 1.30% |
| #12 | IRON MOUNTAIN INC (IRM) - 3.52% | PPL CORP (PPL) - 1.29% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.24% | EXELON CORP (EXC) - 1.26% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 3.16% | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.24% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 2.75% | TJX COMPANIES INC (TJX) - 1.21% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 2.45% | REALTY INCOME CORP (O) - 1.21% |
| #17 | EQUITY RESIDENTIAL (EQR) - 2.37% | LINDE PLC (LIN) - 1.16% |
| #18 | WEYERHAEUSER CO (WY) - 1.89% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.15% |
| #19 | ESSEX PROPERTY TRUST INC (ESS) - 1.82% | ENTERGY CORP (ETR) - 1.14% |
| #20 | KIMCO REALTY CORP (KIM) - 1.70% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.14% |
| #21 | INVITATION HOMES INC (INVH) - 1.68% | REGENCY CENTERS CORP (REG) - 1.13% |
| #22 | COSTAR GROUP INC (CSGP) - 1.61% | FIRSTENERGY CORP (FE) - 1.13% |
| #23 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.61% | COCA-COLA CO (KO) - 1.13% |
| #24 | HOST HOTELS & RESORTS INC (HST) - 1.42% | NISOURCE INC (NI) - 1.11% |
| #25 | REGENCY CENTERS CORP (REG) - 1.40% | CONSOLIDATED EDISON INC (ED) - 1.10% |
| Total Holdings | 34 | 106 |
XLRE vs SPLV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLRE
+4.64%
SPLV
-2.47%
3M
Winner
XLRE
+5.81%
SPLV
-1.98%
6M
Winner
XLRE
+9.50%
SPLV
+2.80%
1Y
Winner
XLRE
+11.08%
SPLV
+2.09%
5Y(CAGR)
XLRE
+4.32%
Winner
SPLV
+5.50%
10Y(CAGR)
XLRE
+6.64%
Winner
SPLV
+8.26%
Max(CAGR)
XLRE
+7.32%
Winner
SPLV
+9.94%
XLRE vs SPLV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | XLRE | SPLV |
|---|---|---|
| 2026 | +10.71% | +2.74% |
| 2025 | +3.56% | +4.53% |
| 2024 | +4.11% | +12.93% |
| 2023 | +11.95% | +0.57% |
| 2022 | -25.56% | -3.95% |
| 2021 | +50.96% | +25.59% |
| 2020 | -0.96% | -0.65% |
| 2019 | +31.71% | +29.84% |
| 2018 | -1.81% | +0.54% |
| 2017 | +10.33% | +17.18% |
| 2016 | +5.18% | +11.86% |
| 2015 | +4.38% | +3.90% |
| 2014 | N/A | +18.78% |
| 2013 | N/A | +20.63% |
| 2012 | N/A | +10.55% |
| 2011 | N/A | +6.95% |
XLRE vs SPLV Drawdown Comparison
The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.
The maximum drawdown for SPLV was -36.25%, occurring on Mar 23, 2020. Recovery took 297 trading sessions.
The current XLRE drawdown is -1.01%. The current SPLV drawdown is -5.88%.
| Rank | XLRE | SPLV |
|---|---|---|
| #1 | -38.80% Feb 21, 2020 - Apr 1, 2021 | -36.25% Feb 14, 2020 - Apr 21, 2021 |
| #2 | -34.11% Dec 31, 2021 - Oct 25, 2023 | -17.26% Apr 20, 2022 - Jun 24, 2024 |
| #3 | -14.65% Aug 1, 2016 - Nov 7, 2017 | -12.49% Jul 7, 2011 - Oct 27, 2011 |
| #4 | -13.42% Dec 29, 2015 - Mar 17, 2016 | -11.51% Dec 3, 2018 - Feb 8, 2019 |
| #5 | -12.51% Dec 6, 2018 - Jan 31, 2019 | -11.30% Aug 18, 2015 - Oct 28, 2015 |
| #6 | -12.35% Nov 13, 2017 - Jul 5, 2018 | -9.10% Mar 3, 2025 - Aug 20, 2025 |
| #7 | -8.32% Aug 20, 2018 - Nov 30, 2018 | -9.02% Dec 31, 2021 - Apr 6, 2022 |
| #8 | -8.27% Sep 2, 2021 - Nov 3, 2021 | -8.91% Jan 26, 2018 - Jul 26, 2018 |
| #9 | -6.74% Oct 21, 2019 - Jan 21, 2020 | -8.59% Nov 29, 2024 - Mar 3, 2025 |
| #10 | -6.10% Oct 22, 2015 - Dec 29, 2015 | -7.72% Jul 22, 2016 - Feb 16, 2017 |
| #11 | -5.79% May 10, 2016 - Jun 29, 2016 | -7.52% Dec 29, 2015 - Mar 11, 2016 |
| #12 | -4.83% Jun 20, 2019 - Jul 10, 2019 | -7.13% May 17, 2013 - Jul 18, 2013 |
| #13 | -4.80% Nov 24, 2021 - Dec 7, 2021 | -6.64% Mar 2, 2026 - Mar 27, 2026 |
| #14 | -4.25% Apr 12, 2019 - May 24, 2019 | -6.02% Sep 13, 2018 - Nov 30, 2018 |
| #15 | -4.04% Apr 30, 2021 - May 24, 2021 | -6.02% Oct 27, 2011 - Dec 20, 2011 |
Correlation
Correlation between XLRE and SPLV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2011 - 2026)
XLRE vs SPLV dividend yield comparison.
| Year | XLRE | SPLV |
|---|---|---|
| 2026 | 0.61% | 0.74% |
| 2025 | 3.45% | 2.04% |
| 2024 | 3.43% | 1.88% |
| 2023 | 3.31% | 2.45% |
| 2022 | 3.70% | 2.11% |
| 2021 | 2.61% | 1.51% |
| 2020 | 3.15% | 2.12% |
| 2019 | 3.06% | 2.08% |
| 2018 | 3.78% | 2.18% |
| 2017 | 3.25% | 2.03% |
| 2016 | 4.22% | 2.03% |
| 2015 | 1.09% | 2.28% |
| 2014 | 0.00% | 2.20% |
| 2013 | 0.00% | 2.60% |
| 2012 | 0.00% | 3.01% |
| 2011 | 0.00% | 2.11% |
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