XLU vs XLY
Comparison between THE UTILITIES SELECT SECTOR SPDR FUND (XLU, ETF) and THE CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY, ETF).
XLU is from the Utilities sector, while XLY is from the Consumer Cyclical sector.
5-Year PerformanceXLU has outperformed XLY, delivering a return of +10.3% compared to +8.1%
XLU vs XLY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLU
$24B
XLY
$23B
Expense Ratio
XLU
0.08%
XLY
0.08%
Max Drawdown
Winner
XLU
55.68%
XLY
60.13%
Sharpe Ratio
Winner
XLU
0.84
XLY
0.78
5Y Beta
Winner
XLU
0.34
XLY
1.16
P/E Ratio
Winner
XLU
21.37
XLY
33.04
Forward P/E
Winner
XLU
18.73
XLY
26.96
PEG Ratio
Winner
XLU
0.90
XLY
1.23
5Y Dividends CAGR
XLU
3.84%
Winner
XLY
7.98%
5Y EPS CAGR
XLU
12.67%
Winner
XLY
23.72%
Debt to Equity
XLU
131.09%
Winner
XLY
-124.20%
P/S Ratio
XLU
2.99
Winner
XLY
2.73
P/B Ratio
Winner
XLU
2.49
XLY
8.23
XLU vs XLY - Holdings Comparison
XLU and XLY have 1 common holdings. Overlap is 0.00%
XLU's top 25 holdings weight is 92.16%. XLY's top 25 holdings weight is 91.13%.
| Rank | XLU | XLY |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 13.91% | AMAZON.COM INC (AMZN) - 28.52% |
| #2 | SOUTHERN CO (SO) - 7.32% | TESLA INC (TSLA) - 18.34% |
| #3 | CONSTELLATION ENERGY CORP (CEG) - 6.93% | THE HOME DEPOT INC (HD) - 5.26% |
| #4 | DUKE ENERGY CORP (DUK) - 6.88% | TJX COMPANIES INC (TJX) - 3.95% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 5.14% | MCDONALD'S CORP (MCD) - 3.80% |
| #6 | SEMPRA (SRE) - 4.27% | BOOKING HOLDINGS INC (BKNG) - 3.10% |
| #7 | DOMINION ENERGY INC (D) - 3.73% | LOWE'S COMPANIES INC (LOW) - 2.90% |
| #8 | ENTERGY CORP (ETR) - 3.68% | STARBUCKS CORP (SBUX) - 2.75% |
| #9 | VISTRA CORP (VST) - 3.54% | O'REILLY AUTOMOTIVE INC (ORLY) - 1.84% |
| #10 | XCEL ENERGY INC (XEL) - 3.34% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.79% |
| #11 | EXELON CORP (EXC) - 3.28% | ROSS STORES INC (ROST) - 1.69% |
| #12 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.76% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.65% |
| #13 | CONSOLIDATED EDISON INC (ED) - 2.73% | GENERAL MOTORS CO (GM) - 1.58% |
| #14 | WEC ENERGY GROUP INC (WEC) - 2.60% | ROYAL CARIBBEAN GROUP (RCL) - 1.53% |
| #15 | PG&E CORP (PCG) - 2.49% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.43% |
| #16 | NRG ENERGY INC (NRG) - 2.32% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.36% |
| #17 | ATMOS ENERGY CORP (ATO) - 2.15% | AUTOZONE INC (AZO) - 1.35% |
| #18 | AMEREN CORP (AEE) - 2.14% | CARVANA CO CLASS A (CVNA) - 1.23% |
| #19 | DTE ENERGY CO (DTE) - 2.07% | NIKE INC CLASS B (NKE) - 1.18% |
| #20 | CENTERPOINT ENERGY INC (CNP) - 1.97% | EBAY INC (EBAY) - 1.09% |
| #21 | PPL CORP (PPL) - 1.92% | FORD MOTOR CO (F) - 1.05% |
| #22 | EDISON INTERNATIONAL (EIX) - 1.84% | YUM BRANDS INC (YUM) - 0.98% |
| #23 | EVERSOURCE ENERGY (ES) - 1.79% | CHIPOTLE MEXICAN GRILL INC (CMG) - 0.97% |
| #24 | AMERICAN WATER WORKS CO INC (AWK) - 1.71% | D.R. HORTON INC (DHI) - 0.91% |
| #25 | FIRSTENERGY CORP (FE) - 1.65% | GARMIN LTD (GRMN) - 0.88% |
| Total Holdings | 34 | 51 |
XLU vs XLY - Historical Returns
Returns include dividend reinvestment.
1M
XLU
-2.59%
Winner
XLY
+3.84%
3M
XLU
+0.56%
Winner
XLY
+2.06%
6M
Winner
XLU
+1.96%
XLY
-0.18%
1Y
Winner
XLU
+16.51%
XLY
+12.22%
5Y(CAGR)
Winner
XLU
+10.31%
XLY
+8.13%
10Y(CAGR)
XLU
+9.60%
Winner
XLY
+12.77%
Max(CAGR)
XLU
+7.95%
Winner
XLY
+9.60%
XLU vs XLY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLU | XLY |
|---|---|---|
| 2026 | +5.38% | +0.14% |
| 2025 | +15.12% | +8.79% |
| 2024 | +21.52% | +27.69% |
| 2023 | -7.17% | +40.48% |
| 2022 | +2.43% | -38.05% |
| 2021 | +20.74% | +29.02% |
| 2020 | +1.85% | +28.11% |
| 2019 | +28.12% | +27.43% |
| 2018 | +4.90% | +0.07% |
| 2017 | +12.31% | +22.10% |
| 2016 | +16.30% | +7.82% |
| 2015 | -5.35% | +10.71% |
| 2014 | +30.73% | +9.97% |
| 2013 | +11.01% | +39.82% |
| 2012 | +2.87% | +22.56% |
| 2011 | +19.04% | +4.76% |
| 2010 | +5.10% | +26.49% |
| 2009 | +9.16% | +33.87% |
| 2008 | -28.52% | -31.93% |
| 2007 | +18.09% | -14.03% |
| 2006 | +18.82% | +17.58% |
| 2005 | +17.72% | -5.96% |
| 2004 | +23.90% | +13.86% |
| 2003 | +23.54% | +32.22% |
| 2002 | -29.77% | -18.92% |
| 2001 | -11.65% | +12.93% |
| 2000 | +26.52% | -14.27% |
| 1999 | -5.71% | +10.32% |
XLU vs XLY Drawdown Comparison
The maximum drawdown for XLU was -51.96%, occurring on Oct 9, 2002. Recovery took 933 trading sessions.
The maximum drawdown for XLY was -59.05%, occurring on Mar 9, 2009. Recovery took 921 trading sessions.
The current XLU drawdown is -4.67%. The current XLY drawdown is -4.82%.
| Rank | XLU | XLY |
|---|---|---|
| #1 | -51.96% May 21, 2001 - Feb 8, 2005 | -59.05% Jun 4, 2007 - Jan 27, 2011 |
| #2 | -46.49% Dec 10, 2007 - Jun 14, 2012 | -39.67% Nov 19, 2021 - Nov 6, 2024 |
| #3 | -36.03% Feb 18, 2020 - Aug 5, 2021 | -33.91% Feb 20, 2020 - Jun 8, 2020 |
| #4 | -25.26% Sep 12, 2022 - Aug 1, 2024 | -31.54% Mar 19, 2002 - Nov 7, 2003 |
| #5 | -21.46% Nov 1, 1999 - Jun 13, 2000 | -31.53% Apr 11, 2000 - Mar 15, 2002 |
| #6 | -15.71% Apr 8, 2022 - Aug 12, 2022 | -26.02% Dec 17, 2024 - Sep 12, 2025 |
| #7 | -15.69% Jan 29, 2015 - Mar 8, 2016 | -22.12% Dec 31, 1999 - Apr 11, 2000 |
| #8 | -15.59% Nov 14, 2017 - Oct 24, 2018 | -21.36% Sep 20, 2018 - Apr 4, 2019 |
| #9 | -13.25% Dec 13, 2000 - May 21, 2001 | -18.42% Jul 7, 2011 - Jan 19, 2012 |
| #10 | -12.44% Jul 6, 2016 - Mar 22, 2017 | -15.84% Nov 25, 2015 - Jul 11, 2016 |
| #11 | -12.04% Apr 30, 2013 - Feb 14, 2014 | -14.98% Jan 12, 2026 - Mar 30, 2026 |
| #12 | -11.86% Oct 3, 2005 - Jul 19, 2006 | -12.72% Dec 30, 2004 - Sep 25, 2006 |
| #13 | -11.73% May 18, 2007 - Oct 31, 2007 | -11.45% Aug 4, 2015 - Oct 26, 2015 |
| #14 | -10.51% Nov 29, 2024 - May 16, 2025 | -10.80% Apr 5, 2004 - Oct 28, 2004 |
| #15 | -9.94% Jul 30, 2012 - Feb 28, 2013 | -10.03% Feb 8, 2021 - Apr 5, 2021 |
Correlation
Correlation between XLU and XLY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
XLU vs XLY dividend yield comparison.
| Year | XLU | XLY |
|---|---|---|
| 2026 | 0.69% | 0.18% |
| 2025 | 2.71% | 0.79% |
| 2024 | 2.96% | 0.72% |
| 2023 | 3.39% | 0.78% |
| 2022 | 2.92% | 1.00% |
| 2021 | 2.79% | 0.53% |
| 2020 | 3.14% | 0.82% |
| 2019 | 2.95% | 1.28% |
| 2018 | 3.33% | 1.34% |
| 2017 | 3.33% | 1.20% |
| 2016 | 3.41% | 1.71% |
| 2015 | 3.67% | 1.43% |
| 2014 | 3.19% | 1.31% |
| 2013 | 3.86% | 1.16% |
| 2012 | 4.14% | 1.60% |
| 2011 | 3.80% | 1.56% |
| 2010 | 4.06% | 1.32% |
| 2009 | 4.11% | 1.52% |
| 2008 | 4.26% | 1.94% |
| 2007 | 2.59% | 1.37% |
| 2006 | 3.23% | 0.92% |
| 2005 | 3.22% | 1.00% |
| 2004 | 3.14% | 0.67% |
| 2003 | 3.41% | 0.62% |
| 2002 | 4.81% | 0.74% |
| 2001 | 3.14% | 0.77% |
| 2000 | 4.26% | 0.91% |
| 1999 | 1.30% | 0.12% |
Select Stocks to Compare
Popular: XLU vs SPYXLY vs SPY
More Comparisons
Compare with similar stocks