XLRE vs XBI
Comparison between THE REAL ESTATE SELECT SECTOR SPDR FUND (XLRE, ETF) and SPDR(R) S&P(R) BIOTECH ETF (XBI, ETF).
XLRE is from the Real Estate sector, while XBI is from the Healthcare sector.
5-Year PerformanceXLRE has outperformed XBI, delivering a return of +4.3% compared to +1.2%
XLRE vs XBI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLRE
$7.30B
Winner
XBI
$7.40B
Expense Ratio
Winner
XLRE
0.08%
XBI
0.35%
Max Drawdown
Winner
XLRE
39.28%
XBI
63.90%
Sharpe Ratio
XLRE
0.54
Winner
XBI
2.19
5Y Beta
Winner
XLRE
0.50
XBI
0.97
P/E Ratio
XLRE
35.62
Winner
XBI
-10.99
Forward P/E
XLRE
35.47
Winner
XBI
11.82
PEG Ratio
XLRE
0.54
XBI
N/A
5Y Dividends CAGR
XLRE
1.63%
Winner
XBI
9.74%
5Y EPS CAGR
Winner
XLRE
7.29%
XBI
5.78%
Debt to Equity
Winner
XLRE
-43.70%
XBI
37.46%
P/S Ratio
Winner
XLRE
6.11
XBI
8.33
P/B Ratio
Winner
XLRE
3.06
XBI
4.84
XLRE vs XBI - Holdings Comparison
XLRE and XBI have 1 common holdings. Overlap is -0.09%
XLRE's top 25 holdings weight is 93.72%. XBI's top 25 holdings weight is 32.10%.
| Rank | XLRE | XBI |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.29% | APELLIS PHARMACEUTICALS INC (APLS) - 1.75% |
| #2 | PROLOGIS INC (PLD) - 9.06% | SUMMIT THERAPEUTICS INC ORDINARY SHARES (SMMT) - 1.62% |
| #3 | EQUINIX INC (EQIX) - 7.28% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.60% |
| #4 | AMERICAN TOWER CORP (AMT) - 5.75% | TWIST BIOSCIENCE CORP (TWST) - 1.43% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.67% | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 1.40% |
| #6 | SIMON PROPERTY GROUP INC (SPG) - 4.63% | TG THERAPEUTICS INC (TGTX) - 1.38% |
| #7 | CBRE GROUP INC CLASS A (CBRE) - 4.51% | ERASCA INC (ERAS) - 1.34% |
| #8 | VENTAS INC (VTR) - 4.40% | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 1.31% |
| #9 | PUBLIC STORAGE (PSA) - 4.29% | MADRIGAL PHARMACEUTICALS INC (MDGL) - 1.31% |
| #10 | REALTY INCOME CORP (O) - 4.25% | APOGEE THERAPEUTICS INC (APGE) - 1.30% |
| #11 | CROWN CASTLE INC (CCI) - 3.97% | ALKERMES PLC (ALKS) - 1.29% |
| #12 | IRON MOUNTAIN INC (IRM) - 3.52% | BEAM THERAPEUTICS INC (BEAM) - 1.26% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.24% | n/a (PRAX) - 1.23% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 3.16% | SCHOLAR ROCK HOLDING CORP (SRRK) - 1.19% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 2.75% | CRISPR THERAPEUTICS AG (CRSP) - 1.19% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 2.45% | EXELIXIS INC (EXEL) - 1.17% |
| #17 | EQUITY RESIDENTIAL (EQR) - 2.37% | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.17% |
| #18 | WEYERHAEUSER CO (WY) - 1.89% | CELCUITY INC (CELC) - 1.16% |
| #19 | ESSEX PROPERTY TRUST INC (ESS) - 1.82% | CG ONCOLOGY INC (CGON) - 1.16% |
| #20 | KIMCO REALTY CORP (KIM) - 1.70% | PTC THERAPEUTICS INC (PTCT) - 1.15% |
| #21 | INVITATION HOMES INC (INVH) - 1.68% | KYMERA THERAPEUTICS INC ORDINARY SHARES (KYMR) - 1.15% |
| #22 | COSTAR GROUP INC (CSGP) - 1.61% | BRIDGEBIO PHARMA INC (BBIO) - 1.14% |
| #23 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.61% | NUVALENT INC CLASS A (NUVL) - 1.14% |
| #24 | HOST HOTELS & RESORTS INC (HST) - 1.42% | KRYSTAL BIOTECH INC (KRYS) - 1.14% |
| #25 | REGENCY CENTERS CORP (REG) - 1.40% | UNITED THERAPEUTICS CORP (UTHR) - 1.12% |
| Total Holdings | 34 | 157 |
XLRE vs XBI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLRE
+4.64%
XBI
+3.11%
3M
XLRE
+5.81%
Winner
XBI
+6.82%
6M
XLRE
+9.50%
Winner
XBI
+24.03%
1Y
XLRE
+11.08%
Winner
XBI
+73.24%
5Y(CAGR)
Winner
XLRE
+4.32%
XBI
+1.17%
10Y(CAGR)
XLRE
+6.64%
Winner
XBI
+10.10%
Max(CAGR)
XLRE
+7.32%
Winner
XBI
+11.26%
XLRE vs XBI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XLRE | XBI |
|---|---|---|
| 2026 | +10.71% | +10.85% |
| 2025 | +3.56% | +33.70% |
| 2024 | +4.11% | -0.05% |
| 2023 | +11.95% | +9.54% |
| 2022 | -25.56% | -28.10% |
| 2021 | +50.96% | -20.55% |
| 2020 | -0.96% | +49.01% |
| 2019 | +31.71% | +30.54% |
| 2018 | -1.81% | -17.55% |
| 2017 | +10.33% | +42.81% |
| 2016 | +5.18% | -12.49% |
| 2015 | +4.38% | +12.40% |
| 2014 | N/A | +44.27% |
| 2013 | N/A | +42.97% |
| 2012 | N/A | +32.95% |
| 2011 | N/A | +3.91% |
| 2010 | N/A | +15.74% |
| 2009 | N/A | -0.82% |
| 2008 | N/A | -8.58% |
| 2007 | N/A | +30.24% |
| 2006 | N/A | -6.48% |
XLRE vs XBI Drawdown Comparison
The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.
The maximum drawdown for XBI was -63.89%, occurring on May 11, 2022. This drawdown has not yet recovered.
The current XLRE drawdown is -1.01%. The current XBI drawdown is -22.15%.
| Rank | XLRE | XBI |
|---|---|---|
| #1 | -38.80% Feb 21, 2020 - Apr 1, 2021 | -63.89% Feb 8, 2021 - May 11, 2022 |
| #2 | -34.11% Dec 31, 2021 - Oct 25, 2023 | -49.25% Jul 17, 2015 - Jan 12, 2018 |
| #3 | -14.65% Aug 1, 2016 - Nov 7, 2017 | -37.67% Aug 14, 2008 - Apr 14, 2011 |
| #4 | -13.42% Dec 29, 2015 - Mar 17, 2016 | -35.26% Jun 20, 2018 - May 11, 2020 |
| #5 | -12.51% Dec 6, 2018 - Jan 31, 2019 | -29.06% Feb 27, 2014 - Oct 28, 2014 |
| #6 | -12.35% Nov 13, 2017 - Jul 5, 2018 | -26.72% Jul 22, 2011 - Jan 27, 2012 |
| #7 | -8.32% Aug 20, 2018 - Nov 30, 2018 | -22.71% Dec 6, 2007 - Jul 15, 2008 |
| #8 | -8.27% Sep 2, 2021 - Nov 3, 2021 | -21.93% Feb 27, 2006 - Aug 8, 2007 |
| #9 | -6.74% Oct 21, 2019 - Jan 21, 2020 | -15.10% Sep 21, 2012 - Jan 14, 2013 |
| #10 | -6.10% Oct 22, 2015 - Dec 29, 2015 | -14.51% Jan 29, 2018 - Jun 5, 2018 |
| #11 | -5.79% May 10, 2016 - Jun 29, 2016 | -13.70% Jul 20, 2020 - Oct 12, 2020 |
| #12 | -4.83% Jun 20, 2019 - Jul 10, 2019 | -13.36% Oct 2, 2013 - Jan 7, 2014 |
| #13 | -4.80% Nov 24, 2021 - Dec 7, 2021 | -13.21% Mar 19, 2015 - May 29, 2015 |
| #14 | -4.25% Apr 12, 2019 - May 24, 2019 | -11.51% Jan 21, 2014 - Feb 20, 2014 |
| #15 | -4.04% Apr 30, 2021 - May 24, 2021 | -10.38% May 30, 2013 - Jul 10, 2013 |
Correlation
Correlation between XLRE and XBI is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.54
-101
Dividend Comparison (2007 - 2026)
XLRE vs XBI dividend yield comparison.
| Year | XLRE | XBI |
|---|---|---|
| 2026 | 0.61% | 0.00% |
| 2025 | 3.45% | 0.37% |
| 2024 | 3.43% | 0.15% |
| 2023 | 3.31% | 0.02% |
| 2022 | 3.70% | 0.00% |
| 2021 | 2.61% | 0.04% |
| 2020 | 3.15% | 0.20% |
| 2019 | 3.06% | 0.00% |
| 2018 | 3.78% | 0.28% |
| 2017 | 3.25% | 0.24% |
| 2016 | 4.22% | 0.26% |
| 2015 | 1.09% | 0.61% |
| 2014 | 0.00% | 1.07% |
| 2013 | 0.00% | 0.17% |
| 2012 | 0.00% | 0.22% |
| 2009 | 0.00% | 0.28% |
| 2008 | 0.00% | 1.27% |
| 2007 | 0.00% | 0.26% |
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