XLP vs SCZ
Comparison between THE CONSUMER STAPLES SELECT SECTOR SPDR FUND (XLP, ETF) and ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF).
5-Year PerformanceXLP has outperformed SCZ, delivering a return of +6.1% compared to +5.9%
XLP vs SCZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLP
$15B
SCZ
$14B
Expense Ratio
Winner
XLP
0.08%
SCZ
0.40%
Max Drawdown
Winner
XLP
37.82%
SCZ
62.65%
Sharpe Ratio
XLP
0.18
Winner
SCZ
1.74
5Y Beta
Winner
XLP
0.22
SCZ
0.65
P/E Ratio
XLP
29.63
SCZ
N/A
Forward P/E
XLP
19.73
SCZ
N/A
PEG Ratio
XLP
1.88
SCZ
N/A
5Y Dividends CAGR
XLP
4.86%
Winner
SCZ
10.71%
5Y EPS CAGR
XLP
7.07%
SCZ
N/A
Debt to Equity
XLP
205.55%
SCZ
N/A
P/S Ratio
XLP
1.34
SCZ
N/A
P/B Ratio
XLP
4.82
SCZ
N/A
XLP vs SCZ - Holdings Comparison
XLP and SCZ have 1 common holdings. Overlap is -0.04%
XLP's top 25 holdings weight is 92.27%. SCZ's top 25 holdings weight is 6.44%.
| Rank | XLP | SCZ |
|---|---|---|
| #1 | WALMART INC (WMT) - 12.10% | JPY CASH (n/a) - 0.38% |
| #2 | COSTCO WHOLESALE CORP (COST) - 9.52% | FURUKAWA ELECTRIC CO LTD (n/a) - 0.36% |
| #3 | PROCTER & GAMBLE CO (PG) - 7.11% | PLS GROUP LTD (n/a) - 0.34% |
| #4 | COCA-COLA CO (KO) - 6.41% | DIPLOMA PLC (n/a) - 0.32% |
| #5 | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.57% | RESONAC HOLDINGS CORP (n/a) - 0.32% |
| #6 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 4.95% | MITSUI KINZOKU CO LTD (n/a) - 0.30% |
| #7 | ALTRIA GROUP INC (MO) - 4.90% | BEAZLEY PLC (n/a) - 0.30% |
| #8 | PEPSICO INC (PEP) - 4.47% | WEIR GROUP PLC (n/a) - 0.29% |
| #9 | COLGATE-PALMOLIVE CO (CL) - 4.30% | PSP SWISS PROPERTY AG (n/a) - 0.27% |
| #10 | TARGET CORP (TGT) - 3.82% | SANWA HOLDINGS CORP (n/a) - 0.26% |
| #11 | MONSTER BEVERAGE CORP (MNST) - 3.54% | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.26% |
| #12 | KEURIG DR PEPPER INC (KDP) - 2.57% | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 0.26% |
| #13 | THE KROGER CO (KR) - 2.55% | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.25% |
| #14 | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.49% | IMI PLC (n/a) - 0.25% |
| #15 | SYSCO CORP (SYY) - 2.29% | SOJITZ CORP (n/a) - 0.24% |
| #16 | KENVUE INC (KVUE) - 2.18% | ST JAMES'S PLACE PLC (n/a) - 0.24% |
| #17 | KIMBERLY-CLARK CORP (KMB) - 2.11% | GAMES WORKSHOP GROUP PLC (n/a) - 0.23% |
| #18 | THE HERSHEY CO (HSY) - 1.80% | BLUESCOPE STEEL LTD (n/a) - 0.23% |
| #19 | DOLLAR GENERAL CORP (DG) - 1.69% | ALS LTD (n/a) - 0.22% |
| #20 | CHURCH & DWIGHT CO INC (CHD) - 1.45% | STOREBRAND ASA (n/a) - 0.22% |
| #21 | CONSTELLATION BRANDS INC CLASS A (STZ) - 1.38% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.22% |
| #22 | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 1.34% | ICG PLC (n/a) - 0.17% |
| #23 | THE KRAFT HEINZ CO (KHC) - 1.26% | ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.17% |
| #24 | TYSON FOODS INC CLASS A (TSN) - 1.26% | HOWDEN JOINERY GROUP PLC (n/a) - 0.17% |
| #25 | GENERAL MILLS INC (GIS) - 1.21% | GALENICA LTD (n/a) - 0.17% |
| Total Holdings | 39 | 1984 |
XLP vs SCZ - Historical Returns
Returns include dividend reinvestment.
1M
XLP
+1.21%
Winner
SCZ
+3.72%
3M
XLP
-5.16%
Winner
SCZ
+0.63%
6M
XLP
+9.15%
Winner
SCZ
+14.49%
1Y
XLP
+5.73%
Winner
SCZ
+30.24%
5Y(CAGR)
Winner
XLP
+6.14%
SCZ
+5.92%
10Y(CAGR)
XLP
+7.34%
Winner
SCZ
+8.49%
Max(CAGR)
Winner
XLP
+7.17%
SCZ
+5.64%
XLP vs SCZ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLP | SCZ |
|---|---|---|
| 2026 | +7.91% | +9.82% |
| 2025 | +1.83% | +32.40% |
| 2024 | +10.94% | +2.77% |
| 2023 | -0.45% | +12.31% |
| 2022 | -0.82% | -21.61% |
| 2021 | +18.48% | +9.90% |
| 2020 | +11.03% | +10.70% |
| 2019 | +28.18% | +24.72% |
| 2018 | -7.50% | -18.18% |
| 2017 | +12.57% | +31.99% |
| 2016 | +6.33% | +3.60% |
| 2015 | +7.20% | +9.15% |
| 2014 | +17.17% | -4.99% |
| 2013 | +23.13% | +26.25% |
| 2012 | +10.84% | +17.53% |
| 2011 | +13.92% | -16.00% |
| 2010 | +12.93% | +18.39% |
| 2009 | +12.35% | +41.36% |
| 2008 | -13.79% | -47.82% |
| 2007 | +11.96% | -0.31% |
| 2006 | +14.03% | N/A |
| 2005 | +2.84% | N/A |
| 2004 | +8.95% | N/A |
| 2003 | +9.08% | N/A |
| 2002 | -19.81% | N/A |
| 2001 | -8.72% | N/A |
| 2000 | +27.10% | N/A |
| 1999 | -7.17% | N/A |
XLP vs SCZ Drawdown Comparison
The maximum drawdown for XLP was -35.89%, occurring on Mar 10, 2003. Recovery took 1464 trading sessions.
The maximum drawdown for SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.
The current XLP drawdown is -6.86%.
| Rank | XLP | SCZ |
|---|---|---|
| #1 | -35.89% Dec 28, 2000 - Oct 26, 2006 | -61.87% Dec 13, 2007 - Apr 24, 2013 |
| #2 | -32.39% Sep 12, 2008 - Mar 17, 2010 | -41.07% Jan 26, 2018 - Nov 23, 2020 |
| #3 | -26.38% Nov 24, 1999 - Jul 5, 2000 | -36.83% Sep 3, 2021 - Jun 2, 2025 |
| #4 | -24.50% Feb 14, 2020 - Aug 12, 2020 | -17.42% May 15, 2015 - Sep 6, 2016 |
| #5 | -16.32% Apr 20, 2022 - Mar 28, 2024 | -16.12% Jul 3, 2014 - May 13, 2015 |
| #6 | -16.11% Jan 26, 2018 - Apr 17, 2019 | -11.43% Feb 27, 2026 - May 8, 2026 |
| #7 | -11.94% May 19, 2011 - Dec 6, 2011 | -10.32% May 8, 2013 - Aug 5, 2013 |
| #8 | -10.07% Aug 5, 2015 - Oct 22, 2015 | -6.64% Sep 28, 2016 - Feb 1, 2017 |
| #9 | -9.69% Feb 27, 2026 - Mar 20, 2026 | -6.18% Jan 15, 2014 - Feb 18, 2014 |
| #10 | -9.24% Jul 13, 2016 - Feb 22, 2017 | -5.77% Oct 27, 2025 - Dec 11, 2025 |
| #11 | -9.01% Dec 10, 2007 - Sep 8, 2008 | -5.67% Jun 14, 2021 - Aug 13, 2021 |
| #12 | -8.88% Mar 23, 2010 - Sep 20, 2010 | -4.87% Mar 6, 2014 - Jun 6, 2014 |
| #13 | -8.53% Aug 20, 2025 - Jan 14, 2026 | -4.34% May 7, 2021 - Jun 1, 2021 |
| #14 | -8.36% Sep 16, 2024 - Feb 25, 2025 | -4.09% Aug 13, 2013 - Sep 9, 2013 |
| #15 | -8.19% Feb 25, 2025 - Aug 12, 2025 | -3.85% Feb 16, 2021 - Mar 16, 2021 |
Correlation
Correlation between XLP and SCZ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
XLP vs SCZ dividend yield comparison.
| Year | XLP | SCZ |
|---|---|---|
| 2026 | 0.55% | 0.00% |
| 2025 | 2.75% | 3.30% |
| 2024 | 2.77% | 3.50% |
| 2023 | 2.63% | 2.96% |
| 2022 | 2.47% | 1.99% |
| 2021 | 2.27% | 2.96% |
| 2020 | 2.50% | 1.52% |
| 2019 | 2.57% | 3.52% |
| 2018 | 3.04% | 2.79% |
| 2017 | 2.62% | 2.38% |
| 2016 | 2.53% | 2.82% |
| 2015 | 2.53% | 2.06% |
| 2014 | 2.40% | 2.61% |
| 2013 | 2.39% | 2.39% |
| 2012 | 3.06% | 3.26% |
| 2011 | 2.73% | 3.28% |
| 2010 | 2.60% | 2.84% |
| 2009 | 2.45% | 2.28% |
| 2008 | 2.74% | 2.79% |
| 2007 | 2.08% | 0.08% |
| 2006 | 1.97% | 0.00% |
| 2005 | 1.90% | 0.00% |
| 2004 | 1.54% | 0.00% |
| 2003 | 1.65% | 0.00% |
| 2002 | 1.93% | 0.00% |
| 2001 | 1.26% | 0.00% |
| 2000 | 1.04% | 0.00% |
| 1999 | 0.29% | 0.00% |
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