XHB vs XLRE: holdings overlap, shared companies and scores

As of September 11, 2026, XHB and XLRE overlap 0.0% by weight. State Street SPDR S&P Homebuilders ETF (XHB): U.S. homebuilding and housing sector. State Street Real Estate Select Sector SPDR ETF (XLRE): U.S. real estate sector.

Updated September 11, 2026

How much do XHB and XLRE overlap?

As of September 11, 2026, XHB and XLRE overlap 0.0% by weight.

0% of XHB is already inside XLRE.

0% of XLRE is already inside XHB.

XHB holds 33 companies and XLRE holds 30; 0 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score XHB and XLRE?

As of September 11, 2026, ETF Copilot scores XHB 3.5 out of 10 and XLRE 4.0 out of 10.

They differ most on Valuation: XHB 2.2 and XLRE 8.3.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

XHB vs XLRE — ETF Copilot factor scores, 0–10
Factor	XHB	XLRE
Growth	7.2	1.2
Valuation	2.2	8.3
Risk	1.1	5.8
Quality	1.6	6.0
Return	3.6	1.3

XLRE is the cheaper of the two at 0.08% a year

As of September 11, 2026, XHB charges 0.35% a year, yields 0.97% and holds $1.3B in assets across 33 positions.

As of September 11, 2026, XLRE charges 0.08% a year, yields 3.32% and holds $8.2B in assets across 30 positions.

XHB vs XLRE — cost, income and size
Measure	XHB	XLRE
Expense ratio	0.35%	0.08%
Dividend yield	0.97%	3.32%
Assets under management	$1.3B	$8.2B
Holdings	33	30

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Where XHB and XLRE trade against their own history

XHB trades at 18.5 times earnings, against its own median of 15.7, and is more expensive than 83% of its own 114 monthly readings since 2017.

XLRE trades at 31.7 times earnings, against its own median of 35.3, and is cheaper than 85% of its own 114 monthly readings since 2017.

What moved XHB and XLRE this week

XHB fell 3.7% in the week to September 11, 2026. The holdings that moved it most were Installed Building Products (−14.1%), KB Home (−6.0%) and Cavco Industries (−5.6%); Johnson Controls (+2.7%) pushed the other way.

XLRE fell 1.9% in the week to September 11, 2026. The holdings that moved it most were Welltower (−2.3%), Cbre (−5.5%) and Prologis (−1.9%); Host Hotels & Resorts (+1.1%) pushed the other way.

What do XHB and XLRE each hold?

39% of XHB is its ten largest holdings.

62% of XLRE is its ten largest holdings.

Compare with similar funds

Cite this

ETF Copilot, “XHB vs XLRE holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/xhb-vs-xlre