Compare VanEck Semiconductor ETF (SMH) vs State Street Real Estate Select Sector SPDR ETF (XLRE) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
VanEck Semiconductor ETF vs State Street Real Estate Select Sector SPDR ETF — how do they compare? VanEck Semiconductor ETF trades at $603.33 (market cap $73.92B), while State Street Real Estate Select Sector SPDR ETF trades at $41.61 (market cap $7.61B). The key difference: VanEck Semiconductor ETF is far larger — about 9.7× State Street Real Estate Select Sector SPDR ETF's market cap, and VanEck Semiconductor ETF 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 — on Pluang, investors hold VanEck Semiconductor ETF for 101 Days and State Street Real Estate Select Sector SPDR ETF for 75 Days on average.
| SMH | XLRE | |
|---|---|---|
Market Cap | $73.92B | $7.61B |
Volume | 11,050,892 | 7,876,569 |
52-Week High | $668.91 | $46.01 |
52-Week Low | $325.10 | $40.01 |
Typical Hold Time | 101 Days | 75 Days |
Sector | — | Sector/Thematic |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
SMH trades at $603.33, down 3.47% on the day, but maintains a bullish technical outlook with strong moving average support. The semiconductor ETF has delivered exceptional returns, up approximately 69% year-to-date through September 30, 2026, significantly outperforming the broader market. Recent sector strength is driven by AI demand and positive industry developments, including AMD's $8.2 billion acquisition of World Labs.
The semiconductor sector's structural growth, particularly in AI applications, supports continued upside potential. However, concentration risk in top holdings like Nvidia and sensitivity to US-China trade tensions present meaningful headwinds. Current technical levels suggest support at $597 with resistance at $620, providing clear near-term trading parameters.
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.
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 VanEck Semiconductor ETF
The fund normally invests at least 80% of its total assets in securities that comprise the target index. The index includes common stocks and depositary receipts of US exchange-listed companies in the semiconductor industry. Such companies may include medium-capitalization companies and foreign companies that are listed on a US exchange. The fund is non-diversified.
Read more on SMH →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 →
