ETF Versus

XLRE vs XLV

State Street Real Estate Select Sector SPDR ETF vs State Street Health Care Select Sector SPDR ETF

Last updated: 2026-04-02

XLRE State Street

State Street Real Estate Select Sector SPDR ETF (XLRE) is an exchange-traded fund issued by State Street that provides exposure to us sector - real estate securities. It charges a low expense ratio of 0.09%. The fund offers an attractive dividend yield of 3.39%. Launched in 2015, the fund has a 11-year track record.

AUM: N/A ER: 0.09% Yield: 3.39% Since: 2015-10-08
XLV State Street

State Street Health Care Select Sector SPDR ETF (XLV) is an exchange-traded fund issued by State Street that provides exposure to us sector - healthcare securities. It charges a low expense ratio of 0.09%. The fund offers a moderate dividend yield of 1.70%. Launched in 1998, the fund has a 28-year track record.

AUM: N/A ER: 0.09% Yield: 1.70% Since: 1998-12-22

Quick Verdict

XLV has edged ahead over the past year (2.2% vs -1.8%). Income investors may prefer XLRE for its higher yield (3.4% vs 1.7%).

Key Metrics

Metric XLRE XLV
Expense Ratio 0.09% 0.09%
Dividend Yield 3.4% 1.7%
Fund Family State Street State Street
Category US Sector - Real Estate US Sector - Healthcare

Performance Chart

Indexed to 100 at start (5-year comparison)

80 92 104 116 128 140 2021-04 2022-06 2023-10 2024-12 2026-04
XLRE +2.4%
XLV +25.8%

Performance Comparison

Period XLRE XLV Difference
1 Month -5.47% -5.92% +0.45%
3 Months +2.30% -5.18% +7.48%
6 Months -0.84% +2.32% -3.16%
YTD +2.30% -5.18% +7.48%
1 Year -1.83% +2.19% -4.02%
3 Years +11.56% +12.64% -1.08%
5 Years +2.43% +25.82% -23.39%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period XLRE Fees XLV Fees You Save
$10,000 10 years $179 $179 $0
$10,000 20 years $771 $771 $0
$10,000 30 years $2,486 $2,486 $0
$50,000 10 years $896 $896 $0
$50,000 30 years $12,428 $12,428 $0
$100,000 30 years $24,855 $24,855 $0

Risk Metrics

Based on 5 years of daily returns

Metric XLRE XLV
Annualized Volatility 19.1% 14.6%
Max Drawdown -37.9% -18.1%
Sharpe Ratio -0.12 0.08

Dividend Comparison

Metric XLRE XLV
Annual Dividend (per share) $1.40 $2.51
Dividend Yield 3.39% 1.70%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose XLV if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

Choose XLRE if...

you prioritize dividend income and want higher regular distributions from your portfolio.

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