XME vs USRT
Comparison between STATE STREET(R) SPDR(R) S&P(R) METALS & MINING ETF (XME, ETF) and ISHARES CORE U.S. REIT ETF (USRT, ETF).
XME is from the Basic Materials sector, while USRT is from the Real Estate sector.
5-Year PerformanceXME has outperformed USRT, delivering a return of +21.5% compared to +4.9%
XME vs USRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XME
$4.40B
USRT
$4.40B
Expense Ratio
XME
0.35%
Winner
USRT
0.08%
Max Drawdown
XME
87.34%
Winner
USRT
72.93%
Sharpe Ratio
XME
1.11
Winner
USRT
1.22
5Y Beta
XME
1.26
Winner
USRT
0.50
P/E Ratio
XME
80.40
Winner
USRT
38.55
Forward P/E
Winner
XME
14.00
USRT
36.76
5Y Dividends CAGR
XME
2.31%
Winner
USRT
3.34%
5Y EPS CAGR
Winner
XME
13.41%
USRT
8.47%
Debt to Equity
Winner
XME
32.42%
USRT
45.47%
P/S Ratio
Winner
XME
1.71
USRT
7.34
P/B Ratio
Winner
XME
2.21
USRT
2.43
XME vs USRT - Holdings Comparison
XME and USRT have 1 common holdings. Overlap is 0.00%
XME's top 25 holdings weight is 90.45%. USRT's top 25 holdings weight is 70.13%.
| Rank | XME | USRT |
|---|---|---|
| #1 | CENTRUS ENERGY CORP CLASS A (LEU) - 4.94% | WELLTOWER INC (WELL) - 9.34% |
| #2 | HECLA MINING CO (HL) - 4.82% | PROLOGIS INC (PLD) - 7.64% |
| #3 | URANIUM ENERGY CORP (UEC) - 4.49% | EQUINIX INC (EQIX) - 5.97% |
| #4 | FREEPORT-MCMORAN INC (FCX) - 4.46% | SIMON PROPERTY GROUP INC (SPG) - 4.52% |
| #5 | NEWMONT CORP (NEM) - 4.41% | DIGITAL REALTY TRUST INC (DLR) - 4.26% |
| #6 | COEUR MINING INC (CDE) - 4.40% | REALTY INCOME CORP (O) - 4.24% |
| #7 | ROYAL GOLD INC (RGLD) - 4.36% | VENTAS INC (VTR) - 3.74% |
| #8 | RELIANCE INC (RS) - 4.30% | PUBLIC STORAGE (PSA) - 3.71% |
| #9 | NUCOR CORP (NUE) - 4.12% | IRON MOUNTAIN INC (IRM) - 2.94% |
| #10 | CORE NATURAL RESOURCES INC ORDINARY SHARES (CNR) - 4.09% | EXTRA SPACE STORAGE INC (EXR) - 2.41% |
| #11 | COMMERCIAL METALS CO (CMC) - 4.07% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.28% |
| #12 | STEEL DYNAMICS INC (STLD) - 3.85% | AVALONBAY COMMUNITIES INC (AVB) - 2.10% |
| #13 | MP MATERIALS CORP ORDINARY SHARES CLASS A (MP) - 3.83% | EQUITY RESIDENTIAL (EQR) - 2.02% |
| #14 | MATERION CORP (MTRN) - 3.80% | ESSEX PROPERTY TRUST INC (ESS) - 1.49% |
| #15 | WARRIOR MET COAL INC (HCC) - 3.71% | INVITATION HOMES INC (INVH) - 1.40% |
| #16 | PEABODY ENERGY CORP (BTU) - 3.54% | KIMCO REALTY CORP (KIM) - 1.37% |
| #17 | USA RARE EARTH INC (USAR) - 3.44% | W.P. CAREY INC (WPC) - 1.32% |
| #18 | CENTURY ALUMINUM CO (CENX) - 3.36% | HOST HOTELS & RESORTS INC (HST) - 1.31% |
| #19 | CLEVELAND-CLIFFS INC (CLF) - 3.30% | HEALTHPEAK PROPERTIES INC (DOC) - 1.24% |
| #20 | ALCOA CORP (AA) - 3.00% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.21% |
| #21 | KAISER ALUMINUM CORP (KALU) - 2.60% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.19% |
| #22 | HYCROFT MINING HOLDING CORP ORDINARY SHARES CLASS A (HYMC) - 2.49% | REGENCY CENTERS CORP (REG) - 1.18% |
| #23 | ALPHA METALLURGICAL RESOURCES INC (AMR) - 1.90% | SUN COMMUNITIES INC (SUI) - 1.15% |
| #24 | IVANHOE ELECTRIC INC (IE) - 1.79% | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.08% |
| #25 | MCEWEN INC (MUX) - 1.38% | UDR INC (UDR) - 1.02% |
| Total Holdings | 40 | 128 |
XME vs USRT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XME
+4.03%
USRT
+0.12%
3M
XME
-11.05%
Winner
USRT
+3.39%
6M
XME
-9.80%
Winner
USRT
+12.00%
1Y
Winner
XME
+46.86%
USRT
+22.66%
5Y(CAGR)
Winner
XME
+21.53%
USRT
+4.87%
10Y(CAGR)
Winner
XME
+15.81%
USRT
+6.02%
Max(CAGR)
Winner
XME
+5.88%
USRT
+5.51%
XME vs USRT - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XME | USRT |
|---|---|---|
| 2026 | +2.76% | +18.59% |
| 2025 | +80.66% | +3.39% |
| 2024 | -3.73% | +7.56% |
| 2023 | +23.21% | +14.00% |
| 2022 | +11.23% | -24.01% |
| 2021 | +34.10% | +48.36% |
| 2020 | +16.49% | -6.52% |
| 2019 | +12.72% | +28.98% |
| 2018 | -29.34% | -4.39% |
| 2017 | +18.51% | +4.73% |
| 2016 | +105.61% | +9.79% |
| 2015 | -50.54% | +3.17% |
| 2014 | -26.28% | +29.43% |
| 2013 | -7.92% | -2.53% |
| 2012 | -11.48% | +16.51% |
| 2011 | -29.56% | +7.48% |
| 2010 | +28.14% | +27.25% |
| 2009 | +73.23% | +30.21% |
| 2008 | -59.53% | -37.20% |
| 2007 | +45.96% | -18.58% |
| 2006 | +9.79% | N/A |
XME vs USRT Drawdown Comparison
The maximum drawdown for XME was -85.89%, occurring on Jan 19, 2016. Recovery took 4288 trading sessions.
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The current XME drawdown is -16.87%. The current USRT drawdown is -3.94%.
| Rank | XME | USRT |
|---|---|---|
| #1 | -85.89% Jun 30, 2008 - Jul 17, 2025 | -69.91% May 11, 2007 - May 1, 2012 |
| #2 | -26.49% Jun 2, 2026 - Jul 29, 2026 | -44.38% Feb 21, 2020 - Apr 21, 2021 |
| #3 | -22.60% Jan 23, 2026 - Jun 2, 2026 | -31.00% Dec 31, 2021 - Sep 16, 2024 |
| #4 | -21.82% Jul 13, 2007 - Oct 26, 2007 | -18.70% Nov 27, 2024 - Feb 6, 2026 |
| #5 | -21.79% Jul 3, 2006 - Nov 29, 2006 | -18.52% May 21, 2013 - Jul 18, 2014 |
| #6 | -19.74% Oct 14, 2025 - Jan 5, 2026 | -15.79% Jan 26, 2015 - Mar 29, 2016 |
| #7 | -18.81% Dec 10, 2007 - Feb 19, 2008 | -14.95% Aug 1, 2016 - Jul 6, 2018 |
| #8 | -14.81% Feb 28, 2008 - Apr 4, 2008 | -13.10% Dec 6, 2018 - Jan 30, 2019 |
| #9 | -12.14% Oct 26, 2007 - Dec 7, 2007 | -9.02% Sep 14, 2012 - Jan 15, 2013 |
| #10 | -11.61% Dec 7, 2006 - Feb 1, 2007 | -8.19% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -10.16% Feb 26, 2007 - Mar 22, 2007 | -8.04% Mar 2, 2026 - Apr 16, 2026 |
| #12 | -9.49% Jun 1, 2007 - Jul 13, 2007 | -7.40% May 1, 2012 - Jun 29, 2012 |
| #13 | -8.28% Apr 16, 2008 - May 8, 2008 | -7.23% Sep 2, 2021 - Oct 26, 2021 |
| #14 | -7.64% Jul 23, 2025 - Aug 8, 2025 | -6.81% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -5.53% Jun 9, 2008 - Jun 18, 2008 | -6.13% Oct 23, 2019 - Jan 21, 2020 |
Correlation
Correlation between XME and USRT is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.47
-101
Dividend Comparison (2006 - 2026)
XME vs USRT dividend yield comparison.
| Year | XME | USRT |
|---|---|---|
| 2026 | 0.13% | 0.87% |
| 2025 | 0.38% | 3.07% |
| 2024 | 0.65% | 2.85% |
| 2023 | 1.00% | 3.18% |
| 2022 | 1.64% | 3.46% |
| 2021 | 0.70% | 2.27% |
| 2020 | 0.99% | 3.12% |
| 2019 | 2.43% | 3.34% |
| 2018 | 2.23% | 5.66% |
| 2017 | 1.15% | 3.43% |
| 2016 | 1.02% | 3.98% |
| 2015 | 2.61% | 3.59% |
| 2014 | 2.21% | 3.46% |
| 2013 | 1.32% | 3.84% |
| 2012 | 1.36% | 3.48% |
| 2011 | 0.94% | 3.95% |
| 2010 | 0.89% | 3.56% |
| 2009 | 0.89% | 3.52% |
| 2008 | 1.81% | 9.54% |
| 2007 | 0.59% | 3.51% |
| 2006 | 0.40% | 0.00% |
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