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XLRE - ETF AI Analysis
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Real Estate Select Sector SPDR Fund (XLRE)
Rating:69Neutral
Price Target:
$45.00
Positive Factors
Strong Top Holdings
Several key positions, like Welltower and Prologis, have delivered strong year-to-date performance, supporting the fund's overall returns.
Low Expense Ratio
The ETF has a very low expense ratio, making it cost-effective compared to many other funds.
Large Asset Base
With significant assets under management, the fund benefits from stability and investor confidence.
Negative Factors
Sector Concentration
The ETF is heavily concentrated in the real estate sector, which increases vulnerability to downturns in this industry.
Weak Recent Performance
The fund has struggled over the past three months, reflecting challenges in the real estate market.
Limited Geographic Exposure
The ETF is almost entirely focused on U.S. companies, offering little diversification across global markets.
XLRE vs. SPDR S&P 500 ETF (SPY)
AUM7.36B
RegionNorth America
Expense Ratio0.08%
Beta0.53
IssuerSPDR
Inception DateOct 07, 2015
Dividend Yield3.39%
Asset ClassEquity
Index TrackedS&P Real Estate Select Sector
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,784,299
30 Day Avg. Volume6,637,892
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
47.26Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering33
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XLRE Summary
The Real Estate Select Sector SPDR Fund (XLRE) is an ETF that focuses on the U.S. real estate market. It includes companies involved in real estate management, development, and Real Estate Investment Trusts (REITs). Some of its top holdings are Prologis and American Tower, which are well-known names in the real estate industry. Investors might consider XLRE for diversification and the potential for steady income through dividends, as real estate can offer stability compared to other sectors. However, it’s important to note that the fund’s performance is closely tied to the real estate market, which can be affected by interest rates and economic conditions.
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
The Real Estate Select Sector SPDR Fund (XLRE) is heavily concentrated in U.S. real estate, with REITs like Welltower and Prologis leading the charge. Welltower is rising steadily, benefiting from strong senior housing demand, while Prologis shows mixed performance with robust leasing activity but concerns over valuation. On the flip side, American Tower and Equinix are dragging the fund, as high debt and bearish momentum weigh on their outlook despite solid growth initiatives. Overall, the ETF’s focus on real estate provides income potential, but recent weakness in key holdings highlights sector-specific challenges.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 11.16% | $832.57M | $138.84B | 49.02% | 72 Outperform | |
| Prologis | 9.75% | $726.87M | $120.24B | 7.10% | 79 Outperform | |
| American Tower | 7.02% | $523.51M | $84.07B | -13.48% | 65 Neutral | |
| Equinix | 6.17% | $459.85M | $74.68B | -21.94% | 69 Neutral | |
| Simon Property | 4.99% | $372.19M | $59.63B | 1.42% | 74 Outperform | |
| CBRE Group | 4.44% | $330.79M | $47.03B | 13.96% | 69 Neutral | |
| Realty Income | 4.39% | $327.14M | $51.97B | -1.67% | 72 Outperform | |
| Public Storage | 4.30% | $320.29M | $47.23B | -22.61% | 68 Neutral | |
| Digital Realty | 4.21% | $313.66M | $54.62B | -17.53% | 70 Outperform | |
| Crown Castle | 4.10% | $305.67M | $38.77B | -16.08% | 46 Neutral |
XLRE Technical Analysis
Neutral
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Price Trends
41.49
Negative
41.50
Negative
41.11
Negative
Market Momentum
-0.23
Positive
47.29
Neutral
29.36
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XLRE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 40.96, equal to the 50-day MA of 41.49, and equal to the 200-day MA of 41.11, indicating a bearish trend. The MACD of -0.23 indicates Positive momentum. The RSI at 47.29 is Neutral, neither overbought nor oversold. The STOCH value of 29.36 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for XLRE.
XLRE Peer Comparison
Comparison Results
Performance Comparison
XLRE
Real Estate Select Sector SPDR Fund
40.96
-2.45
-5.64%
SCHH
Schwab U.S. REIT ETF
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IYR
iShares U.S. Real Estate ETF
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USRT
iShares Core U.S. REIT ETF
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DFAR
Dimensional US Real Estate ETF
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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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