XLU vs XLY
Comparison between STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF (XLU, ETF) and STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF (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 +7.3% compared to +6.7%
XLU vs XLY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLU
$23B
XLY
$23B
Expense Ratio
XLU
0.08%
XLY
0.08%
Max Drawdown
Winner
XLU
55.68%
XLY
60.13%
Sharpe Ratio
XLU
-0.04
Winner
XLY
0.13
5Y Beta
Winner
XLU
0.31
XLY
1.14
P/E Ratio
Winner
XLU
19.39
XLY
23.84
Forward P/E
Winner
XLU
18.32
XLY
24.28
PEG Ratio
XLU
0.79
Winner
XLY
0.25
5Y Dividends CAGR
XLU
3.76%
Winner
XLY
9.70%
5Y EPS CAGR
XLU
12.76%
Winner
XLY
17.82%
Debt to Equity
XLU
126.68%
Winner
XLY
-238.87%
P/S Ratio
XLU
2.82
Winner
XLY
2.59
P/B Ratio
Winner
XLU
2.20
XLY
7.75
XLU vs XLY - Holdings Comparison
XLU and XLY have 1 common holdings. Overlap is 0.01%
XLU's top 25 holdings weight is 92.04%. XLY's top 25 holdings weight is 90.02%.
| Rank | XLU | XLY |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 13.01% | AMAZON.COM INC (AMZN) - 23.83% |
| #2 | SOUTHERN CO (SO) - 7.59% | TESLA INC (TSLA) - 17.65% |
| #3 | DUKE ENERGY CORP (DUK) - 7.00% | THE HOME DEPOT INC (HD) - 5.63% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 6.48% | MCDONALD'S CORP (MCD) - 4.21% |
| #5 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.93% | TJX COMPANIES INC (TJX) - 4.12% |
| #6 | DOMINION ENERGY INC (D) - 4.35% | BOOKING HOLDINGS INC (BKNG) - 3.54% |
| #7 | SEMPRA (SRE) - 4.09% | STARBUCKS CORP (SBUX) - 3.04% |
| #8 | ENTERGY CORP (ETR) - 3.59% | LOWE'S COMPANIES INC (LOW) - 2.92% |
| #9 | XCEL ENERGY INC (XEL) - 3.57% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 2.04% |
| #10 | VISTRA CORP (VST) - 3.38% | ROSS STORES INC (ROST) - 1.93% |
| #11 | EXELON CORP (EXC) - 3.37% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.87% |
| #12 | CONSOLIDATED EDISON INC (ED) - 2.89% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.82% |
| #13 | PG&E CORP (PCG) - 2.78% | ROYAL CARIBBEAN GROUP (RCL) - 1.82% |
| #14 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.75% | O'REILLY AUTOMOTIVE INC (ORLY) - 1.78% |
| #15 | WEC ENERGY GROUP INC (WEC) - 2.59% | GENERAL MOTORS CO (GM) - 1.74% |
| #16 | AMEREN CORP (AEE) - 2.19% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.54% |
| #17 | DTE ENERGY CO (DTE) - 2.10% | FORD MOTOR CO (F) - 1.39% |
| #18 | ATMOS ENERGY CORP (ATO) - 2.06% | NIKE INC CLASS B (NKE) - 1.33% |
| #19 | EVERSOURCE ENERGY (ES) - 1.96% | EBAY INC (EBAY) - 1.29% |
| #20 | PPL CORP (PPL) - 1.94% | AUTOZONE INC (AZO) - 1.26% |
| #21 | EDISON INTERNATIONAL (EIX) - 1.94% | CARVANA CO CLASS A (CVNA) - 1.17% |
| #22 | CENTERPOINT ENERGY INC (CNP) - 1.93% | CHIPOTLE MEXICAN GRILL INC (CMG) - 1.08% |
| #23 | AMERICAN WATER WORKS CO INC (AWK) - 1.92% | YUM BRANDS INC (YUM) - 1.03% |
| #24 | NRG ENERGY INC (NRG) - 1.85% | GARMIN LTD (GRMN) - 1.02% |
| #25 | FIRSTENERGY CORP (FE) - 1.78% | D.R. HORTON INC (DHI) - 0.97% |
| Total Holdings | 34 | 50 |
XLU vs XLY - Historical Returns
Returns include dividend reinvestment.
1M
XLU
-4.79%
Winner
XLY
+2.74%
3M
XLU
-4.35%
Winner
XLY
-0.37%
6M
XLU
-6.45%
Winner
XLY
+0.89%
1Y
XLU
+2.72%
Winner
XLY
+5.14%
5Y(CAGR)
Winner
XLU
+7.28%
XLY
+6.72%
10Y(CAGR)
XLU
+8.82%
Winner
XLY
+12.40%
Max(CAGR)
XLU
+7.67%
Winner
XLY
+9.50%
XLU vs XLY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLU | XLY |
|---|---|---|
| 2026 | +0.37% | +0.12% |
| 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 -9.20%. The current XLY drawdown is -4.84%.
| 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 | 1.39% | 0.38% |
| 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% |
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