VZ vs. XLRE
VZ (Verizon Communications Inc.) is a stock, while XLRE (Real Estate Select Sector SPDR Fund) is REIT fund tracking the Real Estate Select Sector Index. Over the past 10 years, VZ returned 4.44%/yr vs 7.15%/yr for XLRE. At a 0.38 correlation, their price movements are largely independent.
Performance
VZ vs. XLRE - Performance Comparison
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Returns By Period
In the year-to-date period, VZ achieves a 21.97% return, which is significantly higher than XLRE's 13.17% return. Over the past 10 years, VZ has underperformed XLRE with an annualized return of 4.44%, while XLRE has yielded a comparatively higher 7.15% annualized return.
VZ
- 1D
- 2.49%
- 1M
- 2.23%
- YTD
- 21.97%
- 6M
- 21.50%
- 1Y
- 19.39%
- 3Y*
- 18.39%
- 5Y*
- 2.74%
- 10Y*
- 4.44%
XLRE
- 1D
- 0.98%
- 1M
- 3.30%
- YTD
- 13.17%
- 6M
- 13.29%
- 1Y
- 12.05%
- 3Y*
- 10.41%
- 5Y*
- 3.32%
- 10Y*
- 7.15%
VZ vs. XLRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VZ Verizon Communications Inc. | 21.97% | 8.86% | 13.14% | 2.71% | -20.02% | -7.55% | -0.13% | 13.83% | 11.26% | 3.97% |
XLRE Real Estate Select Sector SPDR Fund | 13.17% | 2.63% | 5.09% | 12.36% | -26.25% | 46.10% | -2.18% | 28.68% | -2.39% | 10.69% |
Correlation
The correlation between VZ and XLRE is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Oct 8, 2015 | 0.38 |
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Return for Risk
VZ vs. XLRE — Risk / Return Rank
VZ
XLRE
VZ vs. XLRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Verizon Communications Inc. (VZ) and Real Estate Select Sector SPDR Fund (XLRE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VZ | XLRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.15 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.34 | +0.09 |
| Martin ratioReturn relative to average drawdown | 3.06 | 3.69 | -0.64 |
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Drawdowns
VZ vs. XLRE - Drawdown Comparison
The maximum VZ drawdown since its inception was -50.66%, which is greater than XLRE's maximum drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for VZ and XLRE.
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Drawdown Indicators
| VZ | XLRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.66% | -38.83% | -11.83% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -8.33% | -4.99% |
Max Drawdown (3Y)Largest decline over 3 years | -14.93% | -16.74% | +1.81% |
Max Drawdown (5Y)Largest decline over 5 years | -38.38% | -34.12% | -4.26% |
Max Drawdown (10Y)Largest decline over 10 years | -41.21% | -38.83% | -2.38% |
Current DrawdownCurrent decline from peak | -4.96% | 0.00% | -4.96% |
Average DrawdownAverage peak-to-trough decline | -14.82% | -9.58% | -5.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.23% | 3.03% | +3.20% |
Volatility
VZ vs. XLRE - Volatility Comparison
Verizon Communications Inc. (VZ) has a higher volatility of 6.87% compared to Real Estate Select Sector SPDR Fund (XLRE) at 4.81%. This indicates that VZ's price experiences larger fluctuations and is considered to be riskier than XLRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VZ | XLRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.87% | 4.81% | +2.06% |
Volatility (6M)Calculated over the trailing 6-month period | 17.91% | 10.20% | +7.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.78% | 13.83% | +8.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.66% | 19.10% | +2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 20.42% | -0.06% |
Dividends
VZ vs. XLRE - Dividend Comparison
VZ's dividend yield for the trailing twelve months is around 5.75%, more than XLRE's 3.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VZ Verizon Communications Inc. | 5.75% | 6.68% | 6.68% | 6.96% | 6.53% | 4.85% | 4.21% | 3.95% | 4.22% | 4.39% | 4.26% | 4.79% |
XLRE Real Estate Select Sector SPDR Fund | 3.08% | 3.45% | 3.43% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% |
Frequently Asked Questions
VZ and XLRE have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VZ has higher volatility (6.87%) compared to XLRE (4.81%). In terms of maximum drawdown, VZ dropped -50.66% vs XLRE's -38.83%.
VZ currently has the higher Sharpe Ratio (0.84 vs 0.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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