XLP vs SPY
Comparison between THE CONSUMER STAPLES SELECT SECTOR SPDR FUND (XLP, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed XLP, delivering a return of +13.3% compared to +6.3%
XLP vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLP
$16B
Winner
SPY
$652B
Expense Ratio
Winner
XLP
0.08%
SPY
0.09%
Max Drawdown
Winner
XLP
37.82%
SPY
56.47%
Sharpe Ratio
XLP
0.25
Winner
SPY
2.07
5Y Beta
Winner
XLP
0.22
SPY
1.00
P/E Ratio
XLP
29.61
Winner
SPY
28.24
Forward P/E
Winner
XLP
19.71
SPY
21.85
PEG Ratio
XLP
1.86
SPY
N/A
5Y Dividends CAGR
XLP
4.86%
Winner
SPY
5.43%
5Y EPS CAGR
XLP
7.07%
Winner
SPY
25.79%
Debt to Equity
XLP
202.89%
Winner
SPY
22.35%
P/S Ratio
Winner
XLP
1.34
SPY
3.55
P/B Ratio
Winner
XLP
4.81
SPY
5.29
XLP vs SPY - Holdings Comparison
XLP and SPY have 37 common holdings. Overlap is 4.91%
XLP's top 25 holdings weight is 92.12%. SPY's top 25 holdings weight is 51.32%.
| Rank | XLP | SPY |
|---|---|---|
| #1 | WALMART INC (WMT) - 11.98% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | COSTCO WHOLESALE CORP (COST) - 9.46% | APPLE INC (AAPL) - 6.48% |
| #3 | PROCTER & GAMBLE CO (PG) - 7.27% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | COCA-COLA CO (KO) - 6.52% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.41% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 4.98% | BROADCOM INC (AVGO) - 3.09% |
| #7 | ALTRIA GROUP INC (MO) - 4.65% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | PEPSICO INC (PEP) - 4.53% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | COLGATE-PALMOLIVE CO (CL) - 4.26% | TESLA INC (TSLA) - 1.73% |
| #10 | TARGET CORP (TGT) - 3.84% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | MONSTER BEVERAGE CORP (MNST) - 3.64% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | KEURIG DR PEPPER INC (KDP) - 2.61% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | THE KROGER CO (KR) - 2.59% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.37% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | SYSCO CORP (SYY) - 2.35% | WALMART INC (WMT) - 0.91% |
| #16 | KENVUE INC (KVUE) - 2.19% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | KIMBERLY-CLARK CORP (KMB) - 2.11% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | THE HERSHEY CO (HSY) - 1.86% | VISA INC CLASS A (V) - 0.85% |
| #19 | DOLLAR GENERAL CORP (DG) - 1.67% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | CHURCH & DWIGHT CO INC (CHD) - 1.51% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | CONSTELLATION BRANDS INC CLASS A (STZ) - 1.40% | INTEL CORP (INTC) - 0.65% |
| #22 | THE KRAFT HEINZ CO (KHC) - 1.27% | NETFLIX INC (NFLX) - 0.64% |
| #23 | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 1.24% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | GENERAL MILLS INC (GIS) - 1.22% | CHEVRON CORP (CVX) - 0.58% |
| #25 | TYSON FOODS INC CLASS A (TSN) - 1.19% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 39 | 505 |
XLP vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
XLP
+1.69%
Winner
SPY
+9.11%
3M
XLP
-3.18%
Winner
SPY
+6.59%
6M
Winner
XLP
+11.24%
SPY
+10.56%
1Y
XLP
+6.30%
Winner
SPY
+32.04%
5Y(CAGR)
XLP
+6.32%
Winner
SPY
+13.35%
10Y(CAGR)
XLP
+7.47%
Winner
SPY
+15.49%
Max(CAGR)
XLP
+7.21%
Winner
SPY
+8.50%
XLP vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLP | SPY |
|---|---|---|
| 2026 | +8.96% | +8.27% |
| 2025 | +1.83% | +18.00% |
| 2024 | +10.94% | +25.59% |
| 2023 | -0.45% | +26.72% |
| 2022 | -0.82% | -18.64% |
| 2021 | +18.48% | +30.52% |
| 2020 | +11.03% | +17.28% |
| 2019 | +28.18% | +31.09% |
| 2018 | -7.50% | -5.24% |
| 2017 | +12.57% | +20.78% |
| 2016 | +6.33% | +13.59% |
| 2015 | +7.20% | +1.31% |
| 2014 | +17.17% | +14.56% |
| 2013 | +23.13% | +29.00% |
| 2012 | +10.84% | +14.17% |
| 2011 | +13.92% | +0.85% |
| 2010 | +12.93% | +13.14% |
| 2009 | +12.35% | +22.67% |
| 2008 | -13.79% | -36.25% |
| 2007 | +11.96% | +5.32% |
| 2006 | +14.03% | +13.85% |
| 2005 | +2.84% | +5.32% |
| 2004 | +8.95% | +10.75% |
| 2003 | +9.08% | +24.18% |
| 2002 | -19.81% | -22.42% |
| 2001 | -8.72% | -10.13% |
| 2000 | +27.10% | -8.84% |
| 1999 | -7.17% | +8.61% |
XLP vs SPY Drawdown Comparison
The maximum drawdown for XLP was -35.89%, occurring on Mar 10, 2003. Recovery took 1464 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current XLP drawdown is -5.95%.
| Rank | XLP | SPY |
|---|---|---|
| #1 | -35.89% Dec 28, 2000 - Oct 26, 2006 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -32.39% Sep 12, 2008 - Mar 17, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.38% Nov 24, 1999 - Jul 5, 2000 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -24.50% Feb 14, 2020 - Aug 12, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -16.32% Apr 20, 2022 - Mar 28, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.11% Jan 26, 2018 - Apr 17, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -11.94% May 19, 2011 - Dec 6, 2011 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.07% Aug 5, 2015 - Oct 22, 2015 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.69% Feb 27, 2026 - Mar 20, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.24% Jul 13, 2016 - Feb 22, 2017 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.01% Dec 10, 2007 - Sep 8, 2008 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.88% Mar 23, 2010 - Sep 20, 2010 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.53% Aug 20, 2025 - Jan 14, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.36% Sep 16, 2024 - Feb 25, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.19% Feb 25, 2025 - Aug 12, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between XLP and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
XLP vs SPY dividend yield comparison.
| Year | XLP | SPY |
|---|---|---|
| 2026 | 0.54% | 0.24% |
| 2025 | 2.75% | 1.07% |
| 2024 | 2.77% | 1.21% |
| 2023 | 2.63% | 1.40% |
| 2022 | 2.47% | 1.65% |
| 2021 | 2.27% | 1.20% |
| 2020 | 2.50% | 1.52% |
| 2019 | 2.57% | 1.75% |
| 2018 | 3.04% | 2.04% |
| 2017 | 2.62% | 1.80% |
| 2016 | 2.53% | 2.03% |
| 2015 | 2.53% | 2.06% |
| 2014 | 2.40% | 1.87% |
| 2013 | 2.39% | 1.81% |
| 2012 | 3.06% | 2.18% |
| 2011 | 2.73% | 2.05% |
| 2010 | 2.60% | 1.80% |
| 2009 | 2.45% | 1.95% |
| 2008 | 2.74% | 3.02% |
| 2007 | 2.08% | 1.85% |
| 2006 | 1.97% | 1.73% |
| 2005 | 1.90% | 1.73% |
| 2004 | 1.54% | 1.82% |
| 2003 | 1.65% | 1.47% |
| 2002 | 1.93% | 1.70% |
| 2001 | 1.26% | 1.25% |
| 2000 | 1.04% | 1.15% |
| 1999 | 0.29% | 0.24% |
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