XLI vs SPY
Comparison between STATE STREET(R) INDUSTRIAL SELECT SECTOR SPDR(R) ETF (XLI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceXLI has outperformed SPY, delivering a return of +13.6% compared to +13.0%
XLI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLI
$34B
Winner
SPY
$781B
Expense Ratio
Winner
XLI
0.08%
SPY
0.09%
Max Drawdown
XLI
63.34%
Winner
SPY
56.47%
Sharpe Ratio
XLI
1.03
Winner
SPY
1.34
5Y Beta
Winner
XLI
0.90
SPY
1.00
P/E Ratio
XLI
33.31
Winner
SPY
28.84
Forward P/E
XLI
27.52
Winner
SPY
21.59
PEG Ratio
XLI
0.65
SPY
N/A
5Y Dividends CAGR
Winner
XLI
9.42%
SPY
6.00%
5Y EPS CAGR
XLI
11.17%
Winner
SPY
25.26%
Debt to Equity
XLI
57.09%
Winner
SPY
31.47%
P/S Ratio
Winner
XLI
3.27
SPY
3.85
P/B Ratio
XLI
7.60
Winner
SPY
5.70
XLI vs SPY - Holdings Comparison
XLI and SPY have 82 common holdings. Overlap is 9.20%
XLI's top 25 holdings weight is 65.76%. SPY's top 25 holdings weight is 51.08%.
| Rank | XLI | SPY |
|---|---|---|
| #1 | CATERPILLAR INC (CAT) - 8.51% | NVIDIA CORP (NVDA) - 7.50% |
| #2 | GE AEROSPACE (GE) - 6.76% | APPLE INC (AAPL) - 6.58% |
| #3 | GE VERNOVA INC (GEV) - 5.48% | MICROSOFT CORP (MSFT) - 4.29% |
| #4 | RTX CORP (RTX) - 4.43% | AMAZON.COM INC (AMZN) - 3.61% |
| #5 | BOEING CO (BA) - 2.96% | ALPHABET INC CLASS A (GOOGL) - 3.24% |
| #6 | EATON CORP PLC (ETN) - 2.87% | BROADCOM INC (AVGO) - 2.77% |
| #7 | UNION PACIFIC CORP (UNP) - 2.80% | ALPHABET INC CLASS C (GOOG) - 2.58% |
| #8 | DEERE & CO (DE) - 2.76% | MICRON TECHNOLOGY INC (MU) - 2.01% |
| #9 | UBER TECHNOLOGIES INC (UBER) - 2.55% | META PLATFORMS INC CLASS A (META) - 1.91% |
| #10 | VERTIV HOLDINGS CO CLASS A (VRT) - 2.23% | TESLA INC (TSLA) - 1.83% |
| #11 | PARKER HANNIFIN CORP (PH) - 2.14% | ADVANCED MICRO DEVICES INC (AMD) - 1.47% |
| #12 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.88% | ELI LILLY AND CO (LLY) - 1.47% |
| #13 | QUANTA SERVICES INC (PWR) - 1.87% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% |
| #14 | HOWMET AEROSPACE INC (HWM) - 1.87% | JPMORGAN CHASE & CO (JPM) - 1.36% |
| #15 | LOCKHEED MARTIN CORP (LMT) - 1.79% | INTEL CORP (INTC) - 1.02% |
| #16 | CUMMINS INC (CMI) - 1.71% | JOHNSON & JOHNSON (JNJ) - 0.95% |
| #17 | GENERAL DYNAMICS CORP (GD) - 1.56% | APPLIED MATERIALS INC (AMAT) - 0.89% |
| #18 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.55% | VISA INC CLASS A (V) - 0.88% |
| #19 | n/a (JCI) - 1.55% | EXXON MOBIL CORP (XOM) - 0.88% |
| #20 | CSX CORP (CSX) - 1.53% | LAM RESEARCH CORP (LRCX) - 0.84% |
| #21 | 3M CO (MMM) - 1.46% | WALMART INC (WMT) - 0.77% |
| #22 | WASTE MANAGEMENT INC (WM) - 1.43% | CATERPILLAR INC (CAT) - 0.76% |
| #23 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.39% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #24 | EMERSON ELECTRIC CO (EMR) - 1.39% | ABBVIE INC (ABBV) - 0.69% |
| #25 | TRANSDIGM GROUP INC (TDG) - 1.29% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| Total Holdings | 84 | 502 |
XLI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLI
+1.24%
SPY
-0.14%
3M
XLI
+4.35%
Winner
SPY
+8.54%
6M
Winner
XLI
+10.42%
SPY
+9.48%
1Y
XLI
+21.02%
Winner
SPY
+21.66%
5Y(CAGR)
Winner
XLI
+13.65%
SPY
+13.03%
10Y(CAGR)
XLI
+13.83%
Winner
SPY
+15.12%
Max(CAGR)
Winner
XLI
+9.28%
SPY
+8.52%
XLI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLI | SPY |
|---|---|---|
| 2026 | +14.82% | +10.64% |
| 2025 | +19.75% | +18.00% |
| 2024 | +18.50% | +25.59% |
| 2023 | +17.87% | +26.72% |
| 2022 | -4.80% | -18.64% |
| 2021 | +24.08% | +30.52% |
| 2020 | +8.90% | +17.28% |
| 2019 | +28.43% | +31.09% |
| 2018 | -13.75% | -5.24% |
| 2017 | +23.23% | +20.78% |
| 2016 | +21.64% | +13.59% |
| 2015 | -4.19% | +1.31% |
| 2014 | +11.92% | +14.56% |
| 2013 | +37.25% | +29.00% |
| 2012 | +12.46% | +14.17% |
| 2011 | -1.82% | +0.85% |
| 2010 | +25.43% | +13.14% |
| 2009 | +17.74% | +22.67% |
| 2008 | -37.71% | -36.25% |
| 2007 | +12.77% | +5.32% |
| 2006 | +13.25% | +13.85% |
| 2005 | +3.64% | +5.32% |
| 2004 | +17.84% | +10.75% |
| 2003 | +28.54% | +24.18% |
| 2002 | -24.58% | -22.42% |
| 2001 | -6.01% | -10.13% |
| 2000 | +9.58% | -8.84% |
| 1999 | +8.76% | +8.61% |
XLI vs SPY Drawdown Comparison
The maximum drawdown for XLI was -62.27%, occurring on Mar 9, 2009. Recovery took 896 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current XLI drawdown is -2.75%. The current SPY drawdown is -0.77%.
| Rank | XLI | SPY |
|---|---|---|
| #1 | -62.27% Oct 9, 2007 - Apr 29, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -43.29% Dec 11, 2000 - Dec 1, 2004 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -42.31% Feb 12, 2020 - Nov 9, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.84% Apr 29, 2011 - Mar 15, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -24.10% Sep 21, 2018 - Jul 24, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -21.66% Jan 4, 2022 - Jun 15, 2023 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.50% Nov 29, 2024 - May 16, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -15.69% Feb 20, 2015 - Apr 27, 2016 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -14.93% Dec 31, 1999 - Apr 7, 2000 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.57% Aug 1, 2023 - Dec 12, 2023 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.44% May 5, 2006 - Nov 16, 2006 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.22% Mar 2, 2026 - Jun 15, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.16% Mar 16, 2012 - Dec 10, 2012 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.41% May 16, 2000 - Aug 11, 2000 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.30% Jan 26, 2018 - Sep 21, 2018 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between XLI and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
XLI vs SPY dividend yield comparison.
| Year | XLI | SPY |
|---|---|---|
| 2026 | 0.50% | 0.49% |
| 2025 | 1.29% | 1.07% |
| 2024 | 1.44% | 1.21% |
| 2023 | 1.63% | 1.40% |
| 2022 | 1.63% | 1.65% |
| 2021 | 1.25% | 1.20% |
| 2020 | 1.55% | 1.52% |
| 2019 | 1.94% | 1.75% |
| 2018 | 2.15% | 2.04% |
| 2017 | 1.77% | 1.80% |
| 2016 | 2.07% | 2.03% |
| 2015 | 2.15% | 2.06% |
| 2014 | 1.85% | 1.87% |
| 2013 | 1.67% | 1.81% |
| 2012 | 2.27% | 2.18% |
| 2011 | 2.16% | 2.05% |
| 2010 | 1.68% | 1.80% |
| 2009 | 2.32% | 1.95% |
| 2008 | 3.10% | 3.02% |
| 2007 | 1.45% | 1.85% |
| 2006 | 2.22% | 1.73% |
| 2005 | 1.56% | 1.73% |
| 2004 | 1.30% | 1.82% |
| 2003 | 1.28% | 1.47% |
| 2002 | 1.60% | 1.70% |
| 2001 | 1.23% | 1.25% |
| 2000 | 1.06% | 1.15% |
| 1999 | 0.66% | 0.24% |
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