XLREState Street Real Estate Select Sector SPDR ETF

Grow my money#82 of 2944 for Grow my money

Seeks to provide investment results that correspond generally to the price and yield performance of the Real Estate Select Sector Index.

State Street Investment Management · Since 2015 (10 years)

Annual Cost

0.08%

#260 out of 5,332 ETFs

Fund Size

$7.3B

#311 out of 5,332 ETFs

Dividend Yield

3.43%

Track Record

10 years

#1366 out of 5,332 ETFs

Performance

1 Year

+11.0%

3 Years

+10.5%

5 Years

+4.3%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Cap

multi cap

Sector

real estate

Focus

Real Assets

Asset allocation

Stocks

99.8%

Cash

0.2%

Sector breakdown

Real Estate

100.0%

Top holdings

Welltower IncWELL10.2%

Prologis IncPLD9.1%

Equinix IncEQIX7.1%

American Tower CorpAMT6.0%

Digital Realty Trust IncDLR4.6%

Simon Property Group IncSPG4.6%

CBRE Group Inc Class ACBRE4.5%

Ventas IncVTR4.4%

Realty Income CorpO4.4%

Public StoragePSA4.2%

Risk profile

Volatility (1Y)

13.7%

Moderate

Max drawdown

-38.8%

Worst peak-to-trough loss

Sharpe (3Y)

0.47

Below average

Sortino (3Y)

0.66

Moderate downside risk

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