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XLREvsICFETF Comparison
State Street Real Estate Select Sector SPDR ETF (XLRE) and iShares Select U.S. REIT ETF (ICF) belong to the same industry segment: US Real Estate. XLRE's top 3 sector exposures are Real Estate and Industrials. In contrast, ICF's top sector exposures are Real Estate XLRE is less expensive with a Total Expense Ratio (TER) of 0.08%, versus 0.32% for ICF. XLRE is up 5.1% year-to-date (YTD) with -$184M in YTD flows. ICF performs better with 7.59% YTD performance, and -$10M in YTD flows. Run a side-by-side ETF comparison of XLRE and ICF below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
XLRE vs ICF performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XLRE ICF | -0.93%+0.23% | +5.11%+7.52% | +5.10%+7.59% | +5.34%+8.07% | +28.22%+28.78% | +30.71%+30.38% |
| Flows | XLRE ICF | +$267M-$3M | -$87M+$26M | -$184M-$10M | +$55M-$44M | +$2.19B-$525M | +$5.13B-$159M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XLRE ICF | +12.85%+13.40% | +16.34%+16.37% | +17.18%+17.13% | +19.04%+18.96% |
| Max drawdown | XLRE ICF | -3.50%-3.41% | -11.91%-11.88% | -16.76%-17.30% | -34.12%-34.65% |
| Max drawdown duration | XLRE ICF | 9d17d | 44d29d | 141d513d | 1529d1529d |
XLRE | ICF | |
Last sale 3/11/2026 at 1:30 PM | $42.41 | $64.21 |
| Previous close 03/11/2026 | $42.92 | $64.85 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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XLRE | ICF | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
XLRE | ICF | |
|---|---|---|
| Last price | $42.41 | $64.21 |
| 1D performance | -1.19% | -0.99% |
| AuM | $7.57 B | $2.04 B |
| E/R | 0.08% | 0.32% |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the XLRE and ICF ETFs performed in 2026?
As of March 11, 2026, XLRE is up 5.1% year-to-date (YTD), while ICF has returned 7.59%. That puts ICF better performer ahead so far this year.
Which ETF is attracting more investor money: XLRE or ICF?
Year-to-date, the XLRE ETF saw -$184M in flows, compared to -$10M for ICF.
Which ETF is more volatile: XLRE or ICF?
Over the past year, XLRE had a volatility of 16.34%, while ICF experienced 16.37%.
Which ETF is bigger: XLRE or ICF?
As of March 11, 2026, XLRE holds $7.57 B in assets under management (AUM), while ICF manages $2.04 B.
What sectors do the XLRE and ICF ETFs invest in?
XLRE leans toward sectors like Real Estate. Meanwhile, ICF focuses on Real Estate.
What are the top holdings of the XLRE ETF and ICF ETF?
XLRE top holdings include WELLTOWER INC, PROLOGIS REIT and AMERICAN TOWER CL A REIT. ICF holds in its top three: PROLOGIS REIT, AMERICAN TOWER CL A REIT and EQUINIX INC COMMON STOCK REIT.
Which ETF is more diversified: XLRE or ICF?
XLRE holds 31 securities with 75.16% of its assets in the top 15. ICF has 31 securities and a top 15 weight of 74.98%.
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Direxion partnered with Compound Insights and Vanda to explore what’s driving the evolution of active trading — and how active traders are using leveraged and inverse funds across equities, single stocks, commodities, and volatility.
