XLRE vs SPY
Comparison between THE REAL ESTATE SELECT SECTOR SPDR FUND (XLRE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed XLRE, delivering a return of +13.3% compared to +4.3%
XLRE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLRE
$7.30B
Winner
SPY
$652B
Expense Ratio
Winner
XLRE
0.08%
SPY
0.09%
Max Drawdown
Winner
XLRE
39.28%
SPY
56.47%
Sharpe Ratio
XLRE
0.54
Winner
SPY
2.07
5Y Beta
Winner
XLRE
0.50
SPY
1.00
P/E Ratio
XLRE
35.62
Winner
SPY
28.24
Forward P/E
XLRE
35.47
Winner
SPY
21.85
PEG Ratio
XLRE
0.54
SPY
N/A
5Y Dividends CAGR
XLRE
1.63%
Winner
SPY
5.43%
5Y EPS CAGR
XLRE
7.29%
Winner
SPY
25.79%
Debt to Equity
Winner
XLRE
-43.70%
SPY
22.35%
P/S Ratio
XLRE
6.11
Winner
SPY
3.55
P/B Ratio
Winner
XLRE
3.06
SPY
5.29
XLRE vs SPY - Holdings Comparison
XLRE and SPY have 32 common holdings. Overlap is 1.92%
XLRE's top 25 holdings weight is 93.72%. SPY's top 25 holdings weight is 51.32%.
| Rank | XLRE | SPY |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.29% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | PROLOGIS INC (PLD) - 9.06% | APPLE INC (AAPL) - 6.48% |
| #3 | EQUINIX INC (EQIX) - 7.28% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | AMERICAN TOWER CORP (AMT) - 5.75% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.67% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | SIMON PROPERTY GROUP INC (SPG) - 4.63% | BROADCOM INC (AVGO) - 3.09% |
| #7 | CBRE GROUP INC CLASS A (CBRE) - 4.51% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | VENTAS INC (VTR) - 4.40% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | PUBLIC STORAGE (PSA) - 4.29% | TESLA INC (TSLA) - 1.73% |
| #10 | REALTY INCOME CORP (O) - 4.25% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | CROWN CASTLE INC (CCI) - 3.97% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | IRON MOUNTAIN INC (IRM) - 3.52% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.24% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 3.16% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 2.75% | WALMART INC (WMT) - 0.91% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 2.45% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | EQUITY RESIDENTIAL (EQR) - 2.37% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | WEYERHAEUSER CO (WY) - 1.89% | VISA INC CLASS A (V) - 0.85% |
| #19 | ESSEX PROPERTY TRUST INC (ESS) - 1.82% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | KIMCO REALTY CORP (KIM) - 1.70% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | INVITATION HOMES INC (INVH) - 1.68% | INTEL CORP (INTC) - 0.65% |
| #22 | COSTAR GROUP INC (CSGP) - 1.61% | NETFLIX INC (NFLX) - 0.64% |
| #23 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.61% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | HOST HOTELS & RESORTS INC (HST) - 1.42% | CHEVRON CORP (CVX) - 0.58% |
| #25 | REGENCY CENTERS CORP (REG) - 1.40% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 34 | 505 |
XLRE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
XLRE
+4.64%
Winner
SPY
+9.11%
3M
XLRE
+5.81%
Winner
SPY
+6.59%
6M
XLRE
+9.50%
Winner
SPY
+10.56%
1Y
XLRE
+11.08%
Winner
SPY
+32.04%
5Y(CAGR)
XLRE
+4.32%
Winner
SPY
+13.35%
10Y(CAGR)
XLRE
+6.64%
Winner
SPY
+15.49%
Max(CAGR)
XLRE
+7.32%
Winner
SPY
+8.50%
XLRE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLRE | SPY |
|---|---|---|
| 2026 | +10.71% | +8.27% |
| 2025 | +3.56% | +18.00% |
| 2024 | +4.11% | +25.59% |
| 2023 | +11.95% | +26.72% |
| 2022 | -25.56% | -18.64% |
| 2021 | +50.96% | +30.52% |
| 2020 | -0.96% | +17.28% |
| 2019 | +31.71% | +31.09% |
| 2018 | -1.81% | -5.24% |
| 2017 | +10.33% | +20.78% |
| 2016 | +5.18% | +13.59% |
| 2015 | +4.38% | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
XLRE vs SPY Drawdown Comparison
The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current XLRE drawdown is -1.01%.
| Rank | XLRE | SPY |
|---|---|---|
| #1 | -38.80% Feb 21, 2020 - Apr 1, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -34.11% Dec 31, 2021 - Oct 25, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -14.65% Aug 1, 2016 - Nov 7, 2017 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -13.42% Dec 29, 2015 - Mar 17, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -12.51% Dec 6, 2018 - Jan 31, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -12.35% Nov 13, 2017 - Jul 5, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.32% Aug 20, 2018 - Nov 30, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -8.27% Sep 2, 2021 - Nov 3, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.74% Oct 21, 2019 - Jan 21, 2020 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.10% Oct 22, 2015 - Dec 29, 2015 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.79% May 10, 2016 - Jun 29, 2016 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.83% Jun 20, 2019 - Jul 10, 2019 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.80% Nov 24, 2021 - Dec 7, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.25% Apr 12, 2019 - May 24, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.04% Apr 30, 2021 - May 24, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between XLRE and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (1999 - 2026)
XLRE vs SPY dividend yield comparison.
| Year | XLRE | SPY |
|---|---|---|
| 2026 | 0.61% | 0.24% |
| 2025 | 3.45% | 1.07% |
| 2024 | 3.43% | 1.21% |
| 2023 | 3.31% | 1.40% |
| 2022 | 3.70% | 1.65% |
| 2021 | 2.61% | 1.20% |
| 2020 | 3.15% | 1.52% |
| 2019 | 3.06% | 1.75% |
| 2018 | 3.78% | 2.04% |
| 2017 | 3.25% | 1.80% |
| 2016 | 4.22% | 2.03% |
| 2015 | 1.09% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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