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XLRE vs SPYM

State Street Real Estate Select Sector SPDR ETF vs State Street SPDR Portfolio S&P 500 ETF

XLRE

State Street Real Estate Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$7.7B

SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street Investment Management

Annual cost

0.02%

Fund size

$137.6B

Key differences

  • SPYM costs 0.06% less per year.
  • SPYM is significantly larger than XLRE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPYM has delivered higher annualized returns.
  • SPYM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLRESPYM
Annual cost (TER)0.08%0.02%
Fund size (AUM)$7.7B$137.6B
Since20152005
Dividend yield3.15%1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.1%+29.4%
CAGR 3Y+10.6%+23.2%
CAGR 5Y+4.6%+14.0%
Sharpe 3Y0.481.25
Volatility 1Y13.40%11.96%
Max drawdown-38.82%-33.87%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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