State Street Real Estate Select Sector SPDR ETF vs Zillow Group Inc Class A — how do they compare? State Street Real Estate Select Sector SPDR ETF trades at $41.61 (market cap $7.61B), while Zillow Group Inc Class A trades at $29.87 (market cap $6.59B). The key difference: State Street Real Estate Select Sector SPDR ETF is the larger of the two by market cap, and State Street Real Estate Select Sector SPDR ETF is trading nearer its 52-week high, Zillow Group Inc Class A nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold State Street Real Estate Select Sector SPDR ETF for 75 Days and Zillow Group Inc Class A for 86 Days on average.
| XLRE | ZG | |
|---|---|---|
Market Cap | $7.61B | $6.59B |
Volume | 7,876,569 | 1,361,381 |
Sector | Sector/Thematic | Media |
52-Week High | $46.01 | $74.58 |
52-Week Low | $40.01 | $27.70 |
Typical Hold Time | 75 Days | 86 Days |
Enterprise Value | — | $6.47B |
Signals from Pluang's Aura AI — not financial advice
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.
Zillow Group (ZG) trades at $29.90, up 6.9% in the last session, showing strong momentum despite mixed technical signals. The company has demonstrated improving fundamentals with revenue growth to $2.58 billion in 2025 and a return to profitability with net income of $23 million. Recent earnings beats in Q1 and Q2 2026 suggest operational improvement, though cash flow trends remain volatile with negative net cash flow of $312 million in 2025.
The stock presents a compelling turnaround story with improving profitability and strong analyst price targets averaging $48.87, offering significant upside potential. However, investors face risks from the volatile housing market, high P/E ratio of 130, and ongoing competitive pressures in the real estate technology sector that could challenge future growth.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →Zillow Group is an Internet-based real estate company that has historically focused on deriving ad revenue from third-party brokers on online marketplaces such as Zillow.com, Trulia, and HotPads. More recently it has shifted its focus to iBuying via the Zillow Offers platform.
Read more on ZG →