Expeditors International of Wshngtn Inc vs State Street Real Estate Select Sector SPDR ETF — how do they compare? Expeditors International of Wshngtn Inc trades at $177.4 (market cap $23.04B), while State Street Real Estate Select Sector SPDR ETF trades at $44.55. The key difference: Expeditors International of Wshngtn Inc pays a 0.91% dividend while State Street Real Estate Select Sector SPDR ETF pays none, and Expeditors International of Wshngtn Inc is trading nearer its 52-week high, State Street Real Estate Select Sector SPDR ETF nearer its low. Which is the better fit depends on your goals.
| EXPD | XLRE | |
|---|---|---|
Market Cap | $23.04B | — |
Sector | Industrials | Sector/Thematic |
52-Week High | $182.80 | $46.01 |
52-Week Low | $113.13 | $40.01 |
Enterprise Value | $22.57B | — |
Dividend Yield | 0.91% | — |
Signals from Pluang's Aura AI — not financial advice
EXPD trades at $184.47, up 3.06% with strong technical momentum and bullish moving averages. The company delivered three consecutive earnings beats, with Q2 2026 EPS surging 51% to $2.03, driven by airfreight demand and customs complexity. Revenue growth accelerated to $11.07B in 2025, though net margins compressed slightly to 7.32%. Analyst sentiment remains cautious with 63.6% hold ratings, but the stock trades above the consensus price target of $181.14.
Outlook remains positive with earnings momentum and expanding AOG services, but faces risks from ocean freight contraction and valuation concerns. The current P/E of 25.8x appears stretched relative to historical levels, while institutional ownership shows mixed signals with recent reductions. Near-term performance hinges on Q3 earnings delivery against $2.12 expectations.
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
Expeditors International of Washington is a non-asset-based third-party logistics provider, mainly focused on international freight forwarding. It employs sophisticated IT systems and contracts with airlines and ocean carriers to move customers' freight across the globe. The firm operates more than 200 full-service office locations worldwide, in addition to numerous satellite locations. In 2021, Expeditors derived 38% of consolidated net revenue from airfreight, 27% from ocean freight, and 35% from customs brokerage and other services.
Read more on EXPD →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 →