Tractor Supply Co vs State Street Real Estate Select Sector SPDR ETF — how do they compare? Tractor Supply Co trades at $33.7 (market cap $17.44B), while State Street Real Estate Select Sector SPDR ETF trades at $41.61 (market cap $7.61B). The key difference: Tractor Supply Co is far larger — about 2.3× State Street Real Estate Select Sector SPDR ETF's market cap, and Tractor Supply Co pays a 2.87% 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 Tractor Supply Co for 89 Days and State Street Real Estate Select Sector SPDR ETF for 75 Days on average.
| TSCO | XLRE | |
|---|---|---|
Market Cap | $17.44B | $7.61B |
Volume | 10,598,723 | 7,876,569 |
Sector | Consumer Cyclical | Sector/Thematic |
52-Week High | $56.37 | $46.01 |
52-Week Low | $29.14 | $40.01 |
Typical Hold Time | 89 Days | 75 Days |
Enterprise Value | $23.76B | — |
Dividend Yield | 2.87% | — |
Signals from Pluang's Aura AI — not financial advice
TSCO trades at $33.70, up 3.63% today, with a bullish technical signal from moving averages but mixed oscillators. Revenue grew to $15.52B in 2025, though net income margin has declined to 6.42%. Recent earnings missed expectations for three consecutive quarters, and cash flow trends show volatility. The company maintains a strong dividend history, with a 17-year streak of increases, and is expanding distribution infrastructure.
Outlook is mixed: analyst consensus is a Buy with a $36.76 target, but earnings misses and margin pressure pose risks. Upside hinges on operational improvements and rural demand recovery, while competitive pressures and economic cycles remain headwinds for shareholder returns.
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.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Tractor Supply is the largest operator of retail farm and ranch stores in the United States. The company targets recreational farmers and ranchers and has little exposure to commercial and industrial farm operations. Currently, the company operates 2,016 of its namesake banners in 49 states and 178 Petsense stores. Stores are typically located in towns outside of urban areas and in rural communities. In fiscal 2021, revenue consisted primarily of livestock and pet (47%), hardware, tools, and truck (21%), and seasonal gift and toy (21%).
Read more on TSCO →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 →