FedEx Corporation vs State Street PDR S&P Retail ETF — how do they compare? FedEx Corporation trades at $326.4 (market cap $76.28B), while State Street PDR S&P Retail ETF trades at $88.9. The key difference: FedEx Corporation pays a 1.51% dividend while State Street PDR S&P Retail ETF pays none, and FedEx Corporation is trading nearer its 52-week high, State Street PDR S&P Retail ETF nearer its low. Which is the better fit depends on your goals.
| FDX | XRT | |
|---|---|---|
Market Cap | $76.28B | — |
Sector | Industrials | Broad Market / Factor |
52-Week High | $338.75 | $92.35 |
52-Week Low | $180.51 | $77.28 |
Enterprise Value | $105.91B | — |
Dividend Yield | 1.51% | — |
Signals from Pluang's Aura AI — not financial advice
FedEx (FDX) trades at $326.25, up 0.36% on the day, with a bullish technical outlook supported by moving averages and a consensus analyst price target of $360.27. Recent earnings beats in Q4 2025 and Q1 2026 highlight strong profitability, with a net income margin of 4.68% and ROE of 14.82%. The company's Network 2.0 initiative aims for $2 billion in annual savings, driving efficiency gains amid a shift to premium logistics services.
The stock offers upside potential from cost-cutting and freight recovery, but faces risks from competitive pressures and economic sensitivity. Analysts are predominantly bullish (57% buy ratings), though elevated RSI levels suggest near-term overbought conditions. Long-term growth hinges on execution of margin improvements and volume normalization in the LTL market.
XRT trades at $88.78, down 2.0% with a technical setup showing bullish momentum indicators and neutral oscillators. The ETF faces mixed sentiment amid consumer spending trends, with retail sales showing five consecutive months of growth but consumer sentiment remaining weak. Recent dividend declaration of $0.19 scheduled for June 2026 provides income component.
The retail sector ETF presents exposure to consumer discretionary stocks during a period of economic transition. Upside potential exists if consumer resilience continues, while risks include inflation pressures and potential Fed policy shifts that could impact retail spending patterns.
Trailing returns across standard periods
FedEx pioneered overnight delivery in 1973 and remains the world's largest express package provider. In its fiscal 2020 (ended May 2020), FedEx derived 51% of revenue from its express division, 33% from ground, and 10% from freight, its asset-based less-than-truckload shipping segment. The remainder comes from other services, including FedEx Office, which provides document production/shipping, and FedEx Logistics, which provides global forwarding. FedEx acquired Dutch parcel delivery firm TNT Express in 2016. TNT was previously the fourth-largest global parcel delivery provider.
Read more on FDX →XRT is an equal-weighted ETF that tracks the U.S. retail sector. It provides diversified exposure to apparel, automotive, and online retailers, including well-known names like Amazon, Target, and Costco.
Read more on XRT →