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XLREReal Estate Select Sector SPDR Fund
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  1. Home
  2. Financial Ratios

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  3. XLRE
  4. Financial Ratios

Real Estate Select Sector SPDR Fund (XLRE) Financial Ratios

Latest Ratios: P/E Ratio N/A · EV/EBITDA N/A · ROE N/A. (2026–2026 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

XLRE Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTM
Market Cap—
Enterprise Value—
P/E Ratio →—
P/S Ratio—
P/B Ratio—
P/FCF—
P/OCF—

P/E links to full P/E history page with 30-year chart

XLRE EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTM
EV / Revenue—
EV / EBITDA—
EV / EBIT—
EV / FCF—

XLRE Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTM
Gross Margin—
Operating Margin—
Net Profit Margin—

Return on Capital

MetricTTM
ROE—
ROA—
ROIC—
ROCE—

XLRE Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTM
Debt / Equity—
Debt / EBITDA—
Net Debt / Equity—
Net Debt / EBITDA—
Debt / FCF—
Interest Coverage—

XLRE Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTM
Current Ratio—
Quick Ratio—
Cash Ratio—
Asset Turnover—
Inventory Turnover—
Days Sales Outstanding—

XLRE Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTM
Dividend Yield—
Payout Ratio—

Total Shareholder Return Metrics

MetricTTM
Earnings Yield—
FCF Yield—
Buyback Yield—
Total Shareholder Yield—
Shares Outstanding—

Key Metrics

Growth RegimeMixed
ProfitabilityStable
Balance SheetHealthy
Cash FlowStable
Top Statement Risk

Interest rate sensitivity

Scalable Fee Structure Preserves Margins

As reported in fund documentation, the gross margins for XLRE remain structurally high and stable because the operational costs required to manage assets do not scale linearly with AUM, allowing the sponsor to maintain a competitive 0.10% expense ratio despite fluctuations in total assets under management.

The fund's profitability is essentially a function of its expense ratio applied to the total asset base, which minimizes variable cost exposure. This suggests that the fund's earning power is resilient to market volatility, provided that the underlying assets do not experience a sustained, systemic decline in valuation.

Liquidity Provision Drives Operational Efficiency

According to recent market analysis, the fund maintains high efficiency through its role as a primary institutional vehicle, ensuring tight bid-ask spreads even during periods of volatility, which serves as a critical buffer for investors needing to hedge or gain exposure within the large-cap domestic framework.

The efficiency of this vehicle is best measured by its tracking error and liquidity metrics rather than traditional working capital ratios. Investors should monitor these spreads as a proxy for the fund's operational health, as they directly reflect the sponsor's ability to manage the underlying index constituents effectively.

Market Liquidity Buffers Structural Risks

Based on institutional data, the fund's liquidity position is robust due to its passive structure and high average daily trading volume, which allows for efficient capital movement even when the underlying S&P 500 real estate constituents face significant price pressure or reduced secondary market activity.

The fund's liquidity is not derived from cash on hand but from the marketability of its underlying holdings. This suggests that the fund is well-positioned to handle investor redemptions without forced liquidations, provided the broader market for large-cap REITs remains functional and sufficiently deep.

Misapplied Dividend Yield Metrics Obscure

Institutional data suggests that the dividend yield is the most commonly misapplied metric for XLRE, as it often includes one-time capital gains distributions or return of capital, which can create a misleading narrative regarding the fund's true recurring rental income generation from its underlying REIT holdings.

Analysts should instead focus on the underlying FFO (Funds From Operations) growth of the constituent REITs to gauge true income sustainability. Relying on the headline yield may lead to an overestimation of the fund's defensive characteristics in a rising interest rate environment where cap rates are expanding.

Download Financial Ratios Data

Includes 30+ ratios · 0 years · Updated daily

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XLRE — Frequently Asked Questions

Quick answers to the most common questions about buying XLRE stock.

Is XLRE stock overvalued?

Based on historical data, Real Estate Select Sector SPDR Fund is trading at valuation metrics that vary. Compare with industry peers and growth rates for a complete picture.