SPMD vs XLP
Comparison between SPDR(R) PORTFOLIO S&P 400 MID CAP ETF (SPMD, ETF) and THE CONSUMER STAPLES SELECT SECTOR SPDR FUND (XLP, ETF).
5-Year PerformanceSPMD has outperformed XLP, delivering a return of +7.6% compared to +6.3%
SPMD vs XLP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPMD
$16B
XLP
$16B
Expense Ratio
Winner
SPMD
0.03%
XLP
0.08%
Max Drawdown
SPMD
60.53%
Winner
XLP
37.82%
Sharpe Ratio
Winner
SPMD
1.43
XLP
0.25
5Y Beta
SPMD
0.99
Winner
XLP
0.22
P/E Ratio
Winner
SPMD
25.43
XLP
29.61
Forward P/E
Winner
SPMD
16.52
XLP
19.71
PEG Ratio
SPMD
N/A
XLP
1.86
5Y Dividends CAGR
Winner
SPMD
8.69%
XLP
4.86%
5Y EPS CAGR
Winner
SPMD
12.66%
XLP
7.07%
Debt to Equity
Winner
SPMD
30.28%
XLP
202.89%
P/S Ratio
SPMD
1.56
Winner
XLP
1.34
P/B Ratio
Winner
SPMD
2.58
XLP
4.81
SPMD vs XLP - Holdings Comparison
SPMD and XLP have 1 common holdings. Overlap is 0.00%
SPMD's top 25 holdings weight is 15.31%. XLP's top 25 holdings weight is 92.12%.
| Rank | SPMD | XLP |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 0.99% | WALMART INC (WMT) - 11.98% |
| #2 | TECHNIPFMC PLC (FTI) - 0.92% | COSTCO WHOLESALE CORP (COST) - 9.46% |
| #3 | CURTISS-WRIGHT CORP (CW) - 0.76% | PROCTER & GAMBLE CO (PG) - 7.27% |
| #4 | XPO INC (XPO) - 0.75% | COCA-COLA CO (KO) - 6.52% |
| #5 | UNITED THERAPEUTICS CORP (UTHR) - 0.73% | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.41% |
| #6 | FABRINET (FN) - 0.68% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 4.98% |
| #7 | MASTEC INC (MTZ) - 0.67% | ALTRIA GROUP INC (MO) - 4.65% |
| #8 | ENTEGRIS INC (ENTG) - 0.67% | PEPSICO INC (PEP) - 4.53% |
| #9 | NVENT ELECTRIC PLC (NVT) - 0.66% | COLGATE-PALMOLIVE CO (CL) - 4.26% |
| #10 | EVERPURE INC CLASS A (P) - 0.65% | TARGET CORP (TGT) - 3.84% |
| #11 | WOODWARD INC (WWD) - 0.64% | MONSTER BEVERAGE CORP (MNST) - 3.64% |
| #12 | TWILIO INC CLASS A (TWLO) - 0.63% | KEURIG DR PEPPER INC (KDP) - 2.61% |
| #13 | US FOODS HOLDING CORP (USFD) - 0.60% | THE KROGER CO (KR) - 2.59% |
| #14 | CARPENTER TECHNOLOGY CORP (CRS) - 0.60% | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.37% |
| #15 | ATI INC (ATI) - 0.59% | SYSCO CORP (SYY) - 2.35% |
| #16 | BURLINGTON STORES INC (BURL) - 0.58% | KENVUE INC (KVUE) - 2.19% |
| #17 | RB GLOBAL INC (RBA) - 0.58% | KIMBERLY-CLARK CORP (KMB) - 2.11% |
| #18 | BWX TECHNOLOGIES INC (BWXT) - 0.56% | THE HERSHEY CO (HSY) - 1.86% |
| #19 | ROYAL GOLD INC (RGLD) - 0.56% | DOLLAR GENERAL CORP (DG) - 1.67% |
| #20 | RELIANCE INC (RS) - 0.56% | CHURCH & DWIGHT CO INC (CHD) - 1.51% |
| #21 | GRACO INC (GGG) - 0.39% | CONSTELLATION BRANDS INC CLASS A (STZ) - 1.40% |
| #22 | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.39% | THE KRAFT HEINZ CO (KHC) - 1.27% |
| #23 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.39% | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 1.24% |
| #24 | RPM INTERNATIONAL INC (RPM) - 0.38% | GENERAL MILLS INC (GIS) - 1.22% |
| #25 | NEW YORK TIMES CO CLASS A (NYT) - 0.38% | TYSON FOODS INC CLASS A (TSN) - 1.19% |
| Total Holdings | 363 | 39 |
SPMD vs XLP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPMD
+4.93%
XLP
+1.69%
3M
Winner
SPMD
+3.27%
XLP
-3.18%
6M
Winner
SPMD
+14.80%
XLP
+11.24%
1Y
Winner
SPMD
+27.18%
XLP
+6.30%
5Y(CAGR)
Winner
SPMD
+7.56%
XLP
+6.32%
10Y(CAGR)
Winner
SPMD
+11.68%
XLP
+7.47%
Max(CAGR)
Winner
SPMD
+9.81%
XLP
+7.21%
SPMD vs XLP - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPMD | XLP |
|---|---|---|
| 2026 | +10.88% | +8.96% |
| 2025 | +7.70% | +1.83% |
| 2024 | +14.26% | +10.94% |
| 2023 | +16.97% | -0.45% |
| 2022 | -13.41% | -0.82% |
| 2021 | +26.68% | +18.48% |
| 2020 | +13.36% | +11.03% |
| 2019 | +25.15% | +28.18% |
| 2018 | -11.76% | -7.50% |
| 2017 | +14.82% | +12.57% |
| 2016 | +20.57% | +6.33% |
| 2015 | -2.73% | +7.20% |
| 2014 | +9.38% | +17.17% |
| 2013 | +35.41% | +23.13% |
| 2012 | +15.80% | +10.84% |
| 2011 | -2.07% | +13.92% |
| 2010 | +23.61% | +12.93% |
| 2009 | +43.74% | +12.35% |
| 2008 | -37.86% | -13.79% |
| 2007 | +4.98% | +11.96% |
| 2006 | +11.73% | +14.03% |
| 2005 | +3.21% | +2.84% |
| 2004 | N/A | +8.95% |
| 2003 | N/A | +9.08% |
| 2002 | N/A | -19.81% |
| 2001 | N/A | -8.72% |
| 2000 | N/A | +27.10% |
| 1999 | N/A | -7.17% |
SPMD vs XLP Drawdown Comparison
The maximum drawdown for SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The maximum drawdown for XLP was -35.89%, occurring on Mar 10, 2003. Recovery took 1464 trading sessions.
The current SPMD drawdown is -0.83%. The current XLP drawdown is -5.95%.
| Rank | SPMD | XLP |
|---|---|---|
| #1 | -57.65% Jul 17, 2007 - Dec 17, 2010 | -35.89% Dec 28, 2000 - Oct 26, 2006 |
| #2 | -41.85% Feb 20, 2020 - Nov 9, 2020 | -32.39% Sep 12, 2008 - Mar 17, 2010 |
| #3 | -27.47% Apr 29, 2011 - Mar 15, 2012 | -26.38% Nov 24, 1999 - Jul 5, 2000 |
| #4 | -24.96% Jun 22, 2015 - Nov 14, 2016 | -24.50% Feb 14, 2020 - Aug 12, 2020 |
| #5 | -24.31% Aug 29, 2018 - Dec 19, 2019 | -16.32% Apr 20, 2022 - Mar 28, 2024 |
| #6 | -24.09% Nov 25, 2024 - Dec 10, 2025 | -16.11% Jan 26, 2018 - Apr 17, 2019 |
| #7 | -23.70% Nov 16, 2021 - Feb 9, 2024 | -11.94% May 19, 2011 - Dec 6, 2011 |
| #8 | -12.22% Mar 19, 2012 - Sep 13, 2012 | -10.07% Aug 5, 2015 - Oct 22, 2015 |
| #9 | -11.85% May 8, 2006 - Nov 15, 2006 | -9.69% Feb 27, 2026 - Mar 20, 2026 |
| #10 | -11.64% Jul 2, 2014 - Nov 25, 2014 | -9.24% Jul 13, 2016 - Feb 22, 2017 |
| #11 | -9.37% Jan 26, 2018 - May 21, 2018 | -9.01% Dec 10, 2007 - Sep 8, 2008 |
| #12 | -8.86% Feb 20, 2026 - Apr 17, 2026 | -8.88% Mar 23, 2010 - Sep 20, 2010 |
| #13 | -7.83% Jul 16, 2024 - Sep 19, 2024 | -8.53% Aug 20, 2025 - Jan 14, 2026 |
| #14 | -7.14% Sep 14, 2012 - Dec 18, 2012 | -8.36% Sep 16, 2024 - Feb 25, 2025 |
| #15 | -7.12% Mar 28, 2024 - May 15, 2024 | -8.19% Feb 25, 2025 - Aug 12, 2025 |
Correlation
Correlation between SPMD and XLP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
SPMD vs XLP dividend yield comparison.
| Year | SPMD | XLP |
|---|---|---|
| 2026 | 0.28% | 0.54% |
| 2025 | 1.39% | 2.75% |
| 2024 | 1.42% | 2.77% |
| 2023 | 1.47% | 2.63% |
| 2022 | 1.64% | 2.47% |
| 2021 | 1.24% | 2.27% |
| 2020 | 1.30% | 2.50% |
| 2019 | 1.57% | 2.57% |
| 2018 | 1.85% | 3.04% |
| 2017 | 1.97% | 2.62% |
| 2016 | 2.13% | 2.53% |
| 2015 | 5.33% | 2.53% |
| 2014 | 5.71% | 2.40% |
| 2013 | 10.67% | 2.39% |
| 2012 | 2.48% | 3.06% |
| 2011 | 1.34% | 2.73% |
| 2010 | 1.13% | 2.60% |
| 2009 | 1.31% | 2.45% |
| 2008 | 2.34% | 2.74% |
| 2007 | 6.04% | 2.08% |
| 2006 | 2.73% | 1.97% |
| 2005 | 0.18% | 1.90% |
| 2004 | 0.00% | 1.54% |
| 2003 | 0.00% | 1.65% |
| 2002 | 0.00% | 1.93% |
| 2001 | 0.00% | 1.26% |
| 2000 | 0.00% | 1.04% |
| 1999 | 0.00% | 0.29% |
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