Compare Realty Income Corp (O) vs State Street Real Estate Select Sector SPDR ETF (XLRE) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Realty Income Corp vs State Street Real Estate Select Sector SPDR ETF — how do they compare? Realty Income Corp trades at $54.2 (market cap $51.26B), while State Street Real Estate Select Sector SPDR ETF trades at $41.58 (market cap $7.61B). The key difference: Realty Income Corp is far larger — about 6.7× State Street Real Estate Select Sector SPDR ETF's market cap, and Realty Income Corp pays a 6.01% 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 Realty Income Corp for 127 Days and State Street Real Estate Select Sector SPDR ETF for 75 Days on average.
| O | XLRE | |
|---|---|---|
Market Cap | $51.26B | $7.61B |
Volume | 12,300,266 | 7,876,569 |
Sector | Real Estate | Sector/Thematic |
52-Week High | $67.56 | $46.01 |
52-Week Low | $53.35 | $40.01 |
Typical Hold Time | 127 Days | 75 Days |
Enterprise Value | $81.88B | — |
Dividend Yield | 6.01% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Realty Income (O) trades at $54.09, down 1.39% amid a bearish technical signal and recent earnings misses. The stock faces pressure from rising Treasury yields, yet maintains a high gross margin of 92.56% and consistent dividend payments. Revenue growth is steady, with 2025 revenue at $5.75B, though net income margin has fluctuated. Analyst consensus is a Buy with a $64.80 price target, but technical indicators show resistance near $55.
The outlook for O hinges on its ability to navigate interest rate sensitivity while leveraging its robust property portfolio. Opportunities include a high dividend yield and strong operational cash flow, but risks involve debt levels nearing 40% of assets and competitive pressures in the REIT sector. Investor sentiment is cautious due to recent underperformance relative to the S&P 500.
XLRE (Real Estate Select Sector SPDR ETF) trades at $41.515, up 2.33% with a bearish technical bias from moving averages. The ETF focuses on 30 U.S. large-cap real estate holdings with a low 0.08% expense ratio. Recent news highlights competition from global real estate ETFs and sector pressure from rising bond yields, though some analysts see value in REITs for income and diversification.
Outlook: XLRE offers low-cost U.S. real estate exposure but faces headwinds from interest rate volatility and underperformance concerns versus digital infrastructure ETFs. Risks include Fed policy shifts and sector concentration, while opportunities lie in inflation hedging and dividend income. Investor sentiment is mixed amid macro uncertainty.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Realty Income Corp
Realty Income owns roughly 11,400 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, office, manufacturing, and distribution properties, which make up roughly 17% of revenue.
Read more on O →About State Street Real Estate Select Sector SPDR ETF
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 →
