Toronto-Dominion Bank vs State Street Real Estate Select Sector SPDR ETF — how do they compare? Toronto-Dominion Bank trades at $115.13 (market cap $185.79B), while State Street Real Estate Select Sector SPDR ETF trades at $41.58 (market cap $7.61B). The key difference: Toronto-Dominion Bank is far larger — about 24.4× State Street Real Estate Select Sector SPDR ETF's market cap, and Toronto-Dominion Bank pays a 2.84% 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 Toronto-Dominion Bank for 84 Days and State Street Real Estate Select Sector SPDR ETF for 75 Days on average.
| TD | XLRE | |
|---|---|---|
Market Cap | $185.79B | $7.61B |
Volume | 3,263,867 | 7,876,569 |
Sector | Financials | Sector/Thematic |
52-Week High | $124.80 | $46.01 |
52-Week Low | $78.32 | $40.01 |
Typical Hold Time | 84 Days | 75 Days |
Enterprise Value | $559.06B | — |
Dividend Yield | 2.84% | — |
Signals from Pluang's Aura AI — not financial advice
TD Bank trades at $114.39, up 0.46% with bearish technical signals despite strong earnings beats. The stock shows robust fundamentals with 24.88% net margin and 13.64% ROE, supported by a $10 billion buyback program announced September 2026. Revenue growth accelerated to $61.28 billion in 2025 with profit margins recovering to 33.51%. Analyst consensus leans bullish with 9 buy ratings versus 8 holds and no sell recommendations.
TD presents a compelling value opportunity with reasonable P/E of 17.36 and consistent earnings outperformance. Key risks include declining operating cash flow trends and elevated debt-to-asset ratio of 20.86%. The bank's $108 billion Canadian infrastructure commitment and U.S. branch expansion provide growth catalysts, though technical indicators suggest near-term pressure.
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.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Toronto-Dominion is one of Canada's two largest banks and operates three business segments: Canadian retail banking, U.S. retail banking, and wholesale banking. The bank's U.S. operations span from Maine to Florida, with a strong presence in the Northeast. It also has a 13% ownership stake in Charles Schwab.
Read more on TD →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 →