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XLRE - ETF AI Analysis
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Real Estate Select Sector SPDR Fund (XLRE)
Rating:69Neutral
Price Target:―
Positive Factors
Leading Real Estate Holdings
Most of the largest positions, such as Prologis, Equinix, and Public Storage, have shown strong year-to-date performance, helping support the fund’s returns.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Large Asset Base
The ETF manages a sizable pool of assets, which can support better liquidity and more efficient trading for investors.
Negative Factors
Sector Concentration Risk
Almost all of the fund is invested in the real estate sector, so it is highly sensitive to downturns in property markets and interest rate changes.
U.S.-Only Exposure
With nearly all holdings in U.S. companies, the fund offers little geographic diversification outside the United States.
Mixed Recent Performance
While year-to-date performance is positive, the fund has seen weak returns over the last three months and includes a few lagging top holdings like Simon Property and Crown Castle.
XLRE vs. SPDR S&P 500 ETF (SPY)
AUM7.09B
RegionNorth America
Expense Ratio0.08%
Beta0.50
IssuerSPDR
Inception DateOct 07, 2015
Dividend Yield3.41%
Asset ClassEquity
Index TrackedS&P Real Estate Select Sector
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,081,576
30 Day Avg. Volume8,032,551
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
46.28Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering32
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XLRE Summary
XLRE is an ETF that tracks the S&P Real Estate Select Sector index, giving you broad exposure to U.S. real estate companies. It mainly holds real estate investment trusts (REITs) and real estate managers, including well-known names like Prologis and American Tower. Investors might consider XLRE if they want to add real estate to their portfolio for diversification and potential income from dividends, without having to buy individual properties. A key risk is that real estate stocks can be sensitive to interest rates and the overall economy, so the fund’s value can go up and down.
How much will it cost me?The Real Estate Select Sector SPDR Fund (XLRE) has an expense ratio of 0.08%, meaning you’ll pay $0.80 per year for every $1,000 invested. This is lower than average because it’s a passively managed ETF that tracks the S&P Real Estate Select Sector Index, which typically has lower costs compared to actively managed funds.
What would affect this ETF?The XLRE ETF, focused on the U.S. real estate sector, could benefit from lower interest rates, which make borrowing cheaper for real estate companies and increase demand for properties. However, rising interest rates or economic slowdowns could negatively impact the sector by reducing property values and rental income. Additionally, regulatory changes or shifts in consumer behavior, such as increased remote work, may affect demand for commercial real estate, impacting top holdings like Prologis and American Tower.
XLRE Top 10 Holdings
XLRE is a pure U.S. real estate play, and its story right now is all about a tug-of-war between winners in specialized niches and a few laggards. Healthcare-focused Welltower and logistics giant Prologis are quietly pulling the fund higher, while Realty Income and Public Storage have been rising and adding some extra lift. On the flip side, tower and data-infrastructure names like American Tower, Digital Realty, and especially Crown Castle have seen more mixed or lagging trends, keeping the ETF’s heavily real-estate, REIT-driven portfolio from fully hitting its stride.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 9.71% | $688.40M | $125.93B | 36.32% | 77 Outperform | |
| Prologis | 9.22% | $653.48M | $122.38B | 6.68% | 76 Outperform | |
| American Tower | 6.50% | $460.82M | $84.30B | -3.33% | 71 Outperform | |
| Equinix | 6.13% | $434.51M | $79.49B | -10.14% | 73 Outperform | |
| CBRE Group | 4.76% | $337.54M | $50.41B | 19.67% | 70 Outperform | |
| Realty Income | 4.73% | $335.57M | $56.04B | 11.12% | 70 Outperform | |
| Simon Property | 4.65% | $329.36M | $60.25B | 5.83% | 70 Outperform | |
| Public Storage | 4.57% | $323.92M | $48.73B | -6.93% | 73 Outperform | |
| Digital Realty | 4.50% | $319.30M | $56.05B | 0.92% | 69 Neutral | |
| Crown Castle | 4.06% | $287.87M | $37.78B | -3.41% | 45 Neutral |
XLRE Technical Analysis
Positive
―
Price Trends
40.64
Positive
40.90
Positive
40.76
Positive
Market Momentum
0.20
Positive
55.70
Neutral
23.36
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XLRE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 40.99, equal to the 50-day MA of 40.64, and equal to the 200-day MA of 40.76, indicating a bullish trend. The MACD of 0.20 indicates Positive momentum. The RSI at 55.70 is Neutral, neither overbought nor oversold. The STOCH value of 23.36 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XLRE.
XLRE Peer Comparison
Comparison Results
Performance Comparison
XLRE
Real Estate Select Sector SPDR Fund
41.37
1.24
3.09%
SCHH
Schwab U.S. REIT ETF
―
―
―
IYR
iShares U.S. Real Estate ETF
―
―
―
USRT
iShares Core U.S. REIT ETF
―
―
―
DFAR
Dimensional US Real Estate ETF
―
―
―
FREL
Fidelity MSCI Real Estate Index ETF
―
―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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