VNQ vs XLI

Vanguard Real Estate ETF vs Industrial Select Sector SPDR Fund

Quick take
  • XLI has the lower expense ratio at 0.08% vs 0.13% for VNQ.
  • VNQ pays a higher dividend yield (3.62%).

Side-by-side metrics

MetricVNQXLI
Expense ratio
Annual fee. Lower is better.
0.13%0.08%
Dividend yield
Trailing 12-month yield.
3.62%1.17%
AUM
Assets under management — bigger funds are typically more liquid.
$69.95B$30.09B
YTD return
10.90%14.34%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.071.15
P/E ratio
32.4330.07
Last price
$96.39$174.00
Inception
Issuer
VanguardState Street

VNQ top holdings

Top holdings · VNQ
VRTPXVanguard Real Estate II Index14.50%
WELLWelltower Inc7.69%
PLDPrologis Inc7.03%
EQIXEquinix Inc5.51%
AMTAmerican Tower Corp4.63%
DLRDigital Realty Trust Inc3.55%
SPGSimon Property Group Inc3.49%
ORealty Income Corp3.20%
PSAPublic Storage2.45%
CBRECBRE Group Inc Class A2.31%
Sector breakdown · VNQ
Real Estate99.2%
Communication Services0.6%
Industrials0.0%
Energy0.1%

XLI top holdings

Top holdings · XLI
CATCaterpillar Inc7.61%
GEGE Aerospace5.58%
GEVGE Vernova Inc5.36%
RTXRTX Corp4.34%
BABoeing Co3.30%
ETNEaton Corp PLC3.09%
UNPUnion Pacific Corp2.94%
UBERUber Technologies Inc2.82%
DEDeere & Co2.73%
HONHoneywell International Inc2.50%
Sector breakdown · XLI
Consumer Cyclical0.3%
Technology6.0%
Industrials93.7%

About VNQ

VNQ (Vanguard Real Estate ETF) is US REITs and real-estate operating companies. Managed by Vanguard, the fund carries $69.9B in assets under management, an expense ratio of 0.13%, a dividend yield of 3.62%. Its largest holding is Vanguard Real Estate II Index (VRTPX), which represents 14.5% of the portfolio. Real Estate is the fund's largest sector exposure at 99.2%.

About XLI

XLI (Industrial Select Sector SPDR Fund) is S&P 500 industrials sector. Managed by State Street, the fund carries $30.1B in assets under management, an expense ratio of 0.08%, a dividend yield of 1.17%. Its largest holding is Caterpillar Inc (CAT), which represents 7.6% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 0.3%.