Fabrinet vs State Street Real Estate Select Sector SPDR ETF — how do they compare? Fabrinet trades at $486.28 (market cap $17.46B), while State Street Real Estate Select Sector SPDR ETF trades at $41.61 (market cap $7.61B). The key difference: Fabrinet is far larger — about 2.3× State Street Real Estate Select Sector SPDR ETF's market cap, and State Street Real Estate Select Sector SPDR ETF is more actively traded (7,876,569 versus 1,199,886). Which is the better fit depends on your goals — on Pluang, investors hold Fabrinet for 30 Days and State Street Real Estate Select Sector SPDR ETF for 75 Days on average.
| FN | XLRE | |
|---|---|---|
Market Cap | $17.46B | $7.61B |
Volume | 1,199,886 | 7,876,569 |
Sector | Technology | Sector/Thematic |
52-Week High | $746.47 | $46.01 |
52-Week Low | $361.94 | $40.01 |
Typical Hold Time | 30 Days | 75 Days |
Enterprise Value | $16.59B | — |
Signals from Pluang's Aura AI — not financial advice
Fabrinet (FN) trades at $486.28, down 2.35% today but maintains strong analyst support with 75% buy ratings and a $769.50 consensus price target. The stock shows bullish technical signals with support at $477 and resistance at $498, while recent earnings beats highlight robust AI data-center demand driving 45% revenue growth in Q4 2026. Valuation metrics include a P/E of 37.34 and ROE of 21.33%, reflecting premium pricing for high growth.
Outlook remains positive with multi-year AI infrastructure expansion, though risks include customer concentration and margin pressure from capital expenditures. The stock offers significant upside to analyst targets if execution continues, but volatility may persist near current levels.
XLRE, the State Street Real Estate Select Sector SPDR ETF, trades at $41.61, up 2.56% on the day, but technical indicators signal a bearish trend with moving averages and overall momentum favoring sellers. The ETF offers a low expense ratio of 0.08% and focuses on 30 U.S. large-cap real estate holdings, providing concentrated exposure to the domestic market. Recent news highlights comparisons with global real estate ETFs and discussions on value amid rising bond yields.
The outlook for XLRE is cautious due to bearish technicals and sensitivity to interest rate fluctuations, though its low cost and U.S. focus present a streamlined real estate investment option. Key risks include macroeconomic pressures from potential rate hikes and sector underperformance relative to digital infrastructure themes, requiring careful monitoring of Fed policy and real estate market dynamics.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Fabrinet provides advanced optical and electromechanical manufacturing services to original equipment manufacturers. It specializes in complex products for telecom, automotive, and medical industries.
Read more on FN →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 →