Real-estate ETFs
XLRE vs IYR.
Real Estate Select Sector SPDR Fund (S&P 500 real-estate sector) against iShares U.S. Real Estate ETF (Russell 1000 Real Estate RIC 22.5/45 Capped) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
Performance · total returndaily bars · as of 2026-07-16
| XLRE | IYR | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +14.4% | — | — |
| 1Y CAGR | +12.6% | — | — |
| 3Y CAGR | +9.07% | — | — |
| 5Y CAGR | +3.05% | — | — |
| 10Y CAGR | +6.47% | — | — |
| Since inception CAGR | +7.50% | — | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is XLRE minus IYR. XLRE since-inception measured from first available bar October 8, 2015. Since-inception spans differ — compare that row with care.
Fund facts
| XLRE | IYR | |
|---|---|---|
| Name | State Street Real Estate Select Sector SPDR ETF | iShares U.S. Real Estate ETF |
| Category | Real Estate | Real Estate |
| Style | Passive | Passive |
| Expense ratio | 0.08% | 0.39% |
| Assets (AUM) | $8.1B | $4.7B |
| Dividend yield | 3.19% | 2.21% |
| Avg volume (3-mo) | 5.2M | 5.6M |
| Inception | October 7, 2015 | June 12, 2000 |
| Benchmark proxy | S&P 500 | S&P 500 |
XLRE costs 0.31 pp less per year — about $31.00 per $10,000 invested.
Holdings overlaptop-25 holdings · coverage XLRE 59.0% · IYR 51.2%
51.1%of portfolio weight overlaps10 shared of top 10
| Shared holding | XLRE | IYR | MIN |
|---|---|---|---|
| WELLWelltower Inc | 10.99% | 10.83% | 10.83% |
| PLDPrologis Inc | 8.67% | 8.73% | 8.67% |
| SPGSimon Property Group Inc | 4.98% | 4.77% | 4.77% |
| EQIXEquinix Inc | 7.05% | 4.55% | 4.55% |
| DLRDigital Realty Trust Inc | 4.52% | 4.38% | 4.38% |
| ORealty Income Corp | 4.54% |
Sector tilt XLRE IYR
Real Estate100.0% / 99.5%+0.5pp
Communication Services— / 0.5%
More real-estate etfs
ALAN GLOBAL INTELLIGENCE · alanglobalintelligence.comdaily bars as of 2026-07-16 · fund facts · issuer-verified · holdings · fund data provider
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For information and research only. Not investment advice. ALAN does not place trades or execute orders. Figures come from the sources shown and can lag the market; verify independently before making decisions. Past performance is not predictive of future results.