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XLRE
-0.06 · -0.14%
$41.52 · NYSE ARCA

The Real Estate Select Sector SPDR Fund (XLRE) ETF Analysis | Real Estate

State Street Investment Management · United States
AUM:$7.7B
#– of – in Real Estate ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 5.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.09% — among the lowest available for this category.

What is XLRE?

Under normal market conditions, the fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Real Estate companies by the Global Industry Classification Standard (GICS®).

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
XLRE returned 5.1% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.09% — among the lowest available. Low costs compound favourably over long holding periods.
Concentrated Holdings
Top 10 holdings account for 60.3% of the ETF — significant weight in a small number of names.
ETF Information
AUM$7.7B
Expense Ratio0.09%
Dividend Yield3.36%
Holdings31
Inception DateOct 2015
DomicileUnited States
DistributionNA
Index–
ProviderState Street Investment Management
Beta1.16
CategoryReal Estate
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+2.1%
1Y
+8.4%
3Y
+31.4%
5Y
+11.3%
OpenBook InsightIf you had invested £10,000 in XLRE 5 years ago, it would have grown to £11,131 — a gain of £1,131.

Annual Returns

Calendar year performance

XLRE delivered positive returns in 4 of the last 5 calendar years.
YearXLRE
2026 YTD+10.9%
2025+3.6%
2024+4.1%
2023+12.0%
2022-25.6%
CAGR 4yr-2.6%
4/5 positive yearsAvg return: +1.0%Worst year: -25.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
12.3%
Low
Momentum
-1.7%
30-day change
Support Level
44.08
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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