Orion Office REIT Inc vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Orion Office REIT Inc trades at $2.18 (market cap $125.50M), while Consumer Discretionary Select Sector SPDR Fund trades at $112.61 (market cap $21.89B). The key difference: Consumer Discretionary Select Sector SPDR Fund is far larger — about 174.4× Orion Office REIT Inc's market cap, and Orion Office REIT Inc pays a 3.64% dividend while Consumer Discretionary Select Sector SPDR Fund pays none. Which is the better fit depends on your goals — on Pluang, investors hold Orion Office REIT Inc for 33 Days and Consumer Discretionary Select Sector SPDR Fund for 114 Days on average.
| ONL | XLY | |
|---|---|---|
Market Cap | $125.50M | $21.89B |
Volume | 303,276 | 5,690,342 |
Sector | Real Estate | — |
52-Week High | $3.00 | $124.52 |
52-Week Low | $1.93 | $105.64 |
Typical Hold Time | 33 Days | 114 Days |
Enterprise Value | $542.43M | — |
Dividend Yield | 3.64% | — |
Signals from Pluang's Aura AI — not financial advice
ONL trades at $2.19, down 3.52% today, with a bearish technical signal despite a recent earnings beat. The REIT shows declining revenue from $208M in 2022 to $148M in 2025, with persistent net losses widening to -$139M. Positive cash flow of $3.47M in 2025 and a low P/B of 0.2 offer value, but high debt and negative margins pose challenges. Analysts are split 50/50 between Buy and Hold.
Outlook remains cautious; deep discount to book value and strategic portfolio repositioning may attract value investors, but sustained losses and office sector headwinds limit near-term upside. Key risks include leverage pressure and execution of turnaround plans amid weak demand.
XLY trades at $112.66, up 1.17% with a bullish technical signal despite mixed momentum indicators. The ETF shows underperformance versus consumer staples in 2026, declining over 7% while facing inflation pressures on discretionary spending. Analyst consensus remains unanimously bullish with 100% buy ratings, though technical resistance at $113 presents near-term challenges.
The outlook remains cautiously optimistic given strong analyst support and potential holiday sales growth, but persistent inflation and sector underperformance versus the broader market pose significant headwinds. Key risks include consumer spending shifts toward value and concentration in top holdings like Amazon and Tesla.
Trailing returns across standard periods
Orion Office REIT Inc is a internally-managed REIT engaged in the ownership, acquisition, and management of a diversified portfolio of mission-critical and headquarters office buildings located in high quality suburban markets across the U.S. and leased primarily on a single-tenant net lease basis to creditworthy clients.
Read more on ONL →In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure products; and diversified consumer services. It is non-diversified.
Read more on XLY →