FTAI Aviation Ltd vs State Street Real Estate Select Sector SPDR ETF — how do they compare? FTAI Aviation Ltd trades at $169.97 (market cap $17.57B), while State Street Real Estate Select Sector SPDR ETF trades at $41.61 (market cap $7.61B). The key difference: FTAI Aviation Ltd is far larger — about 2.3× State Street Real Estate Select Sector SPDR ETF's market cap, and FTAI Aviation Ltd pays a 1.17% dividend while State Street Real Estate Select Sector SPDR ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold FTAI Aviation Ltd for 23 Days and State Street Real Estate Select Sector SPDR ETF for 75 Days on average.
| FTAI | XLRE | |
|---|---|---|
Market Cap | $17.57B | $7.61B |
Volume | 1,905,014 | 7,876,569 |
Sector | Industrials | Sector/Thematic |
52-Week High | $310.04 | $46.01 |
52-Week Low | $152.80 | $40.01 |
Typical Hold Time | 23 Days | 75 Days |
Enterprise Value | $20.69B | — |
Dividend Yield | 1.17% | — |
Signals from Pluang's Aura AI — not financial advice
FTAI Aviation trades at $169.97, down 2.78% with a bearish technical signal despite unanimous analyst buy ratings. The company reported strong 2025 results with $2.51B revenue and $501M net income, though recent quarters missed EPS expectations. Recent developments include a $500M share repurchase program, acquisition of 27 Boeing aircraft, and expanded Asia-Pacific maintenance partnerships, signaling strategic growth initiatives.
FTAI presents a compelling growth story with 100% analyst buy consensus and $321.25 price target representing 89% upside. However, investors face risks from consecutive earnings misses, negative operating cash flow, and declining profit margins. The technical bearish trend and high valuation multiples (P/E 37.35, P/B 43.49) require careful monitoring of execution against growth expectations.
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
FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →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 →