Costco Wholesale Corporation vs State Street Real Estate Select Sector SPDR ETF — how do they compare? Costco Wholesale Corporation trades at $950 (market cap $418.79B), while State Street Real Estate Select Sector SPDR ETF trades at $44.51. The key difference: Costco Wholesale Corporation pays a 0.62% dividend while State Street Real Estate Select Sector SPDR ETF pays none. Which is the better fit depends on your goals.
| COST | XLRE | |
|---|---|---|
Market Cap | $418.79B | — |
Sector | Consumer Staples | Sector/Thematic |
52-Week High | $1.09K | $46.01 |
52-Week Low | $849.63 | $40.01 |
Enterprise Value | $406.93B | — |
Dividend Yield | 0.62% | — |
Signals from Pluang's Aura AI — not financial advice
Costco Wholesale Corporation (COST) trades at $944.32, down 0.88% on the day, with a bearish technical signal from moving averages but neutral oscillators. The stock shows strong fundamentals with revenue growth to $275.24 billion in 2025 and net income of $8.10 billion, though valuation ratios like a P/E of 47.5 appear elevated. Recent news highlights membership fee increases and March sales up 11.3% year-over-year (Costco report, April 8, 2026), while analyst consensus remains bullish with a $1,120 price target.
The outlook for COST is positive due to consistent revenue growth and high analyst buy ratings, but risks include rich valuations and competitive pressures. Investment opportunity hinges on sustained membership loyalty and expansion, while downside risks involve margin compression from inflation or economic slowdowns.
XLRE (Real Estate Select Sector SPDR ETF) trades at $44.48, up 0.18% with a bearish technical signal. The ETF shows resilience amid inflation pressures, with real estate assets gaining attention as potential safe havens. Recent news highlights REITs staging a comeback in 2026, outperforming broad equities despite interest rate volatility. Technical indicators show mixed signals with RSI at oversold levels but moving averages and ADX suggesting bearish momentum.
The outlook for XLRE remains cautiously optimistic with real estate fundamentals improving despite macro challenges. Key opportunities include diversification benefits and income generation through dividends, while risks center on interest rate sensitivity and inflation persistence. The sector shows signs of recovery with same-store NOI growth holding steady, though valuation metrics remain limited for this ETF structure.
Trailing returns across standard periods
Latest headlines on both assets
The leading warehouse club, Costco has 815 stores worldwide (at the end of fiscal 2021), with most sales derived in the United States (72%) and Canada (14%). It sells memberships that allow customers to shop in its warehouses, which feature low prices on a limited product assortment. Costco mainly caters to individual shoppers, but roughly 20% of paid members carry business memberships. Food and sundries accounted for 40% of fiscal 2021 sales, with non-food merchandise 29%, warehouse ancillary and other businesses (such as fuel and pharmacy) nearly 17%, and fresh food 14%. Costco's warehouses average around 146,000 square feet
Read more on COST →XLRE tracks the Real Estate Select Sector Index, providing exposure to S&P 500 real estate companies. It focuses on equity REITs across residential, industrial, and healthcare sub-sectors, with top holdings like Welltower, Prologis, and American Tower.
Read more on XLRE →