Which returned more over the last year, XLP or XLRE?

In the year to Oct 28, 2026, with distributions reinvested, XLP returned +13.8% and XLRE +4.3%.

Which is cheaper, XLP or XLRE?

Neither: XLP and XLRE both charge 0.08% a year. Fees come from each fund's prospectus.

How much do XLP and XLRE overlap with the S&P 500?

By their latest filed holdings, 100% of XLP and 100% of XLRE by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

XLP vs XLRE: Differences, Returns & Fees

Share on X Download as PDF

Over the year to Oct 28, 2026, XLP returned +13.8% to XLRE's +4.3%; 0% of their weight is in the same names.

askIQ about this page

askIQ about XLP and XLRE

Net assets on Oct 27, 2026: $14.6bn for State Street Consumer Staples Select Sector SPDR ETF and $8.0bn for State Street Real Estate Select Sector SPDR ETF.

XLP on its own →XLRE on its own →

At a glance

+13.8%

XLP total return, 1 year

+4.3%

XLRE total return, 1 year

0.08%

XLP expense ratio

0.08%

XLRE expense ratio

Pair scorecard

Both cost 0.08% a year; their one-year returns differ by 9.5 points; XLP is 1.8 times larger.

XLP vs XLRE: Differences, Returns & Fees
Measure	XLP	XLRE
Return
Measure	XLP	XLRE
Total return, 1 year	+13.8%	+4.3%
Drawdown
Measure	XLP	XLRE
Below its high	3.5%, high on Oct 22, 2026	7.7%, high on Jul 28, 2026
Benchmark
Measure	XLP	XLRE
What it tracks	Consumer Staples Select Sector Index	Real Estate Select Sector Index
Cost and size
Measure	XLP	XLRE
Expense ratio	0.08%	0.08%
Net assets, as of Oct 27, 2026	$14.6bn	$8.0bn
Holdings
Measure	XLP	XLRE
Holdings in common	0%
Top ten holdings, share of the fund	62.9%	58.9%

Holdings in common uses holdings dated Oct 27, 2026. Method

Risk and return

Oct 16, 2015 to Oct 23, 2026 · 575 weekly returns

XLP XLRE

Return

Total return edge XLP +138.5% +102.9%

Annualized edge XLP +8.2% +6.6%

Price return edge XLP +77.8% +38.9%

Risk

Volatility edge XLP 14.1% 20.8%

Max drawdown edge XLP −22.2% −35.2%

Risk-adjusted

Sharpe edge XLP 0.47 0.30

Sortino edge XLP 0.65 0.44

Calmar edge XLP 0.37 0.19

Reading

XLP returned more: +138.5% to +102.9%. XLP swung less: 14.1% to 20.8%. XLP fell less at its worst: −22.2% to −35.2%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: XLP vs XLRE: Differences, Returns & Fees
Measure	XLP	XLRE	Edge	How it is measured
Return
Total return	+138.5%	+102.9%	XLP	Price change plus distributions, reinvested.
Annualized	+8.2%	+6.6%	XLP	Total return as a yearly rate.
Price return	+77.8%	+38.9%	XLP	Price change alone, distributions left out.
Risk
Volatility	14.1%	20.8%	XLP	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	10.1%	14.3%	XLP	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−22.2%	−35.2%	XLP	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	0.47	0.30	XLP	Return above Treasury bills per unit of volatility.
Sortino	0.65	0.44	XLP	Return above Treasury bills per unit of downside deviation.
Calmar	0.37	0.19	XLP	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 575 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, XLP and XLRE hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first XLP XLRE

Only in one fund ↓

Only in XLP

WALMART INC 11.05%

COSTCO WHOLESALE CORP 9.14%

PROCTER + GAMBLE CO 7.69%

COCA COLA CO 7.34%

PHILIP MORRIS INTERNATIONAL 6.56%

ALTRIA GROUP INC 4.54%

COLGATE PALMOLIVE CO 4.39%

MONDELEZ INTERNATIONAL INC A 4.19%

Only in XLRE

WELLTOWER INC 11.14%

PROLOGIS INC 8.19%

EQUINIX INC 6.72%

AMERICAN TOWER CORP 5.84%

PUBLIC STORAGE 4.87%

SIMON PROPERTY GROUP INC 4.76%

VIVMARK RESIDENTIAL 4.42%

DIGITAL REALTY TRUST INC 4.34%

Check overlap with more funds →

Side by side

XLP State Street Consumer Staples Select Sector SPDR ETF XLRE State Street Real Estate Select Sector SPDR ETF

Where it sits Stock ETF Stock ETF

Issuer State Street State Street

What it is Tracks an index of Consumer staples Tracks an index of Real estate

Total return, 1 year +13.8% +4.3%

Expense ratio 0.08% 0.08%

Already in the S&P 500 99.6% 99.5%

Holdings 36 31

Net assets, as of Oct 27, 2026 $14.6bn $8.0bn

XLP and XLRE on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-2DF5A3DF12

XLP and XLRE do different jobs. What does each one do in a portfolio?

What each follows. XLP follows Consumer Staples Select Sector Index and XLRE follows Real Estate Select Sector Index.
Holdings in common. 0% of the weight is in the same securities (holdings dated Oct 27, 2026).
One-year total return. Over 1 year to Oct 28, 2026 XLP returned +13.8% and XLRE +4.3% with distributions reinvested, a gap of 9.5 points.

Data as of Oct 28, 2026.

The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.

Your saved page · Privacy.

Alert

About each fund

XLP

XLP tracks an index of Consumer staples. Over the year to Oct 28, 2026 it returned +13.8% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 36 positions, with the top ten at 62.9%. It sat 3.5% below its high of Oct 22, 2026 on Oct 28, 2026.

XLRE

XLRE tracks an index of Real estate. Over the year to Oct 28, 2026 it returned +4.3% with distributions reinvested. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 31 positions, with the top ten at 58.9%. It sat 7.7% below its high of Jul 28, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, XLP or XLRE?: In the year to Oct 28, 2026, with distributions reinvested, XLP returned +13.8% and XLRE +4.3%.
Which is cheaper, XLP or XLRE?: Neither: XLP and XLRE both charge 0.08% a year. Fees come from each fund's prospectus.
How much do XLP and XLRE overlap with the S&P 500?: By their latest filed holdings, 100% of XLP and 100% of XLRE by weight is stocks the S&P 500 already holds.

Other comparisons

SCHH vs XLP IYR vs XLP VNQ vs XLP IYK vs XLP VDC vs XLRE VHT vs XLRE XLC vs XLRE XLB vs XLRE

Where to next

XLP on its own →XLRE on its own →Hold both: look the portfolio through →Rankings →XLP dividend history →XLP holdings →XLRE dividend history →XLRE holdings →Standards and sources →

Sources and dates

XLP and XLRE filings on SEC EDGAR ↗

XLP and XLRE prospectus with the expense ratio (SEC) ↗

State Street website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, XLP against XLRE, data as of Oct 28, 2026. https://etfiq.com/compare/any/xlp-vs-xlre

Open data →

Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.