Ross Stores, Inc. vs State Street Real Estate Select Sector SPDR ETF — how do they compare? Ross Stores, Inc. trades at $246.44 (market cap $79.63B), while State Street Real Estate Select Sector SPDR ETF trades at $44.93. The key difference: Ross Stores, Inc. pays a 0.72% dividend while State Street Real Estate Select Sector SPDR ETF pays none, and Ross Stores, Inc. is trading nearer its 52-week high, State Street Real Estate Select Sector SPDR ETF nearer its low. Which is the better fit depends on your goals.
| ROST | XLRE | |
|---|---|---|
Market Cap | $79.63B | — |
Sector | Consumer Cyclical | Sector/Thematic |
52-Week High | $255.23 | $46.01 |
52-Week Low | $144.67 | $40.01 |
Enterprise Value | $80.23B | — |
Dividend Yield | 0.72% | — |
Signals from Pluang's Aura AI — not financial advice
Ross Stores (ROST) trades at $248.48, down 2.49% on the day, with a bullish technical outlook supported by moving averages and strong support near $247. The company reported robust earnings beats in recent quarters, with Q2 2026 results expected on August 20, 2026. Revenue grew to $21.13B in 2025, and net income reached $2.09B, reflecting a 9.74% margin. Expansion continues with 47 new stores opened in mid-2026, signaling growth momentum.
ROST offers solid growth potential with high ROE of 38.98% and analyst consensus favoring a buy rating (63.83% of 47 analysts), targeting $259.00. Risks include elevated P/E of 35.17 and sensitivity to consumer spending shifts. The stock's proximity to its 52-week high suggests cautious optimism, but execution on store expansions and margin maintenance are key for sustained upside.
XLRE (Real Estate Select Sector SPDR ETF) trades at $44.48, up 0.18% with a bearish technical signal. The ETF shows resilience amid inflation pressures, with real estate assets gaining attention as potential safe havens. Recent news highlights REITs staging a comeback in 2026, outperforming broad equities despite interest rate volatility. Technical indicators show mixed signals with RSI at oversold levels but moving averages and ADX suggesting bearish momentum.
The outlook for XLRE remains cautiously optimistic with real estate fundamentals improving despite macro challenges. Key opportunities include diversification benefits and income generation through dividends, while risks center on interest rate sensitivity and inflation persistence. The sector shows signs of recovery with same-store NOI growth holding steady, though valuation metrics remain limited for this ETF structure.
Trailing returns across standard periods
Ross Stores is a leading American off-price apparel and home fashion retailer, operating over 1,920 stores (at the end of fiscal 2021) across the Ross Dress for Less and dd's Discounts banners. Ross offers a variety of name-brand products and targets undercutting conventional retailers' regular prices by 20%-70%. The company uses an opportunistic, flexible merchandising approach
Read more on ROST →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 →