The State Street Real Estate Select Sector SPDR ETF (XLRE) and iShares Select US REIT ETF (ICF) both target U.S. REITs, but XLRE has a lower expense ratio of 0.08% compared to ICF’s 0.32% and a higher dividend yield of 3.45% versus 2.88%. XLRE also has a higher AUM of $7.4 billion.

ICF holds 34 U.S. REITs, focusing on equity REITs like Prologis, Welltower, and American Tower. XLRE, on the other hand, holds 34 assets in the real estate sector, including stocks from the S&P 500. Despite being around for fewer years, XLRE has a higher AUM.

XLRE’s payout ratio is 124.09%, indicating its dividend payments exceed earnings, while ICF’s ratio is 91.97%, close to the 90% level common for REITs. Investors should monitor XLRE’s upcoming dividend payment, as ratios above 100% are often unsustainable in the long term. XLRE’s next distribution is expected in mid-March 2026.

Read more at Yahoo Finance: Real Estate ETFs That Can Build Up Your Portfolio