Toronto-Dominion Bank vs State Street Real Estate Select Sector SPDR ETF — how do they compare? Toronto-Dominion Bank trades at $121.35 (market cap $200.48B), while State Street Real Estate Select Sector SPDR ETF trades at $44.55. The key difference: Toronto-Dominion Bank pays a 2.63% dividend while State Street Real Estate Select Sector SPDR ETF pays none, and Toronto-Dominion Bank 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.
| TD | XLRE | |
|---|---|---|
Market Cap | $200.48B | — |
Sector | Financials | Sector/Thematic |
52-Week High | $124.80 | $46.01 |
52-Week Low | $72.85 | $40.01 |
Dividend Yield | 2.63% | — |
Signals from Pluang's Aura AI — not financial advice
TD trades at $123.38, up 1.9% today, with a bullish technical signal from moving averages. The company has beaten earnings estimates for three consecutive quarters, with Q2 2026 EPS expected at $1.70. Revenue grew to $61.28 billion in 2025, and the net income margin improved to 33.51%. A dividend of $1.12 is scheduled for payment on July 31, 2026.
The outlook is positive, supported by strong earnings momentum and a unanimous analyst buy/hold consensus with no sell ratings. Key risks include volatile cash flows from operations and high leverage, with total liabilities of $1.95 trillion. The stock offers value with a P/E of 19.88 and robust profitability metrics like ROE of 12.59%.
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
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 →