XLY vs CGGR

Comparison between STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF (XLY, ETF) and CAPITAL GROUP GROWTH ETF SHARE CLASS (CGGR, ETF).

XLY vs CGGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLY(ETF)	CGGR(ETF)
Net Assets	$24B	$24B
Expense Ratio	0.08%	0.39%
Max Drawdown	60.13%	28.97%
Sharpe Ratio	0.38	0.77
5Y Beta	1.16	1.21
P/E Ratio	30.75	35.61
Forward P/E	26.14	20.09
PEG Ratio	1.19	N/A
5Y Dividends CAGR	7.98%	N/A
5Y EPS CAGR	16.83%	29.82%
Debt to Equity	-175.08%	N/A
P/S Ratio	2.57	3.12
P/B Ratio	8.06	6.94

Net Assets

XLY

$24B

Winner

CGGR

$24B

Expense Ratio

Winner

XLY

0.08%

CGGR

0.39%

Max Drawdown

XLY

60.13%

Winner

CGGR

28.97%

Sharpe Ratio

XLY

0.38

Winner

CGGR

0.77

5Y Beta

Winner

XLY

1.16

CGGR

1.21

P/E Ratio

Winner

XLY

30.75

CGGR

35.61

Forward P/E

XLY

26.14

Winner

CGGR

20.09

PEG Ratio

XLY

1.19

CGGR

N/A

5Y Dividends CAGR

XLY

7.98%

CGGR

N/A

5Y EPS CAGR

XLY

16.83%

Winner

CGGR

29.82%

Debt to Equity

XLY

-175.08%

CGGR

N/A

P/S Ratio

Winner

XLY

2.57

CGGR

3.12

P/B Ratio

XLY

8.06

Winner

CGGR

6.94

XLY vs CGGR - Holdings Comparison

XLY and CGGR have 12 common holdings. Overlap is 12.97%

XLY's top 25 holdings weight is 90.47%. CGGR's top 25 holdings weight is 66.90%.

Rank	XLY	CGGR
#1	AMAZON.COM INC (AMZN) - 25.94%	META PLATFORMS INC CLASS A (META) - 7.24%
#2	TESLA INC (TSLA) - 19.04%	NVIDIA CORP (NVDA) - 5.49%
#3	THE HOME DEPOT INC (HD) - 5.46%	TESLA INC (TSLA) - 5.41%
#4	TJX COMPANIES INC (TJX) - 4.29%	BROADCOM INC (AVGO) - 5.41%
#5	MCDONALD'S CORP (MCD) - 3.84%	MICROSOFT CORP (MSFT) - 4.15%
#6	BOOKING HOLDINGS INC (BKNG) - 3.09%	ALPHABET INC CLASS C (GOOG) - 3.69%
#7	LOWE'S COMPANIES INC (LOW) - 2.85%	ALPHABET INC CLASS A (GOOGL) - 3.60%
#8	STARBUCKS CORP (SBUX) - 2.60%	MICRON TECHNOLOGY INC (MU) - 2.92%
#9	MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 2.03%	AMAZON.COM INC (AMZN) - 2.83%
#10	HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.84%	VISA INC CLASS A (V) - 2.55%
#11	GENERAL MOTORS CO (GM) - 1.77%	NETFLIX INC (NFLX) - 2.14%
#12	O'REILLY AUTOMOTIVE INC (ORLY) - 1.76%	n/a (n/a) - 2.13%
#13	ROSS STORES INC (ROST) - 1.74%	TRANSDIGM GROUP INC (TDG) - 1.95%
#14	ROYAL CARIBBEAN GROUP (RCL) - 1.66%	INTUITIVE SURGICAL INC (ISRG) - 1.92%
#15	FORD MOTOR CO (F) - 1.37%	APPLE INC (AAPL) - 1.75%
#16	DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.36%	ELI LILLY AND CO (LLY) - 1.68%
#17	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.30%	n/a (SHOP) - 1.63%
#18	NIKE INC CLASS B (NKE) - 1.25%	VERTEX PHARMACEUTICALS INC (VRTX) - 1.59%
#19	AUTOZONE INC (AZO) - 1.22%	n/a (TSM) - 1.51%
#20	EBAY INC (EBAY) - 1.15%	CLOUDFLARE INC (NET) - 1.45%
#21	CARVANA CO CLASS A (CVNA) - 1.15%	QUANTA SERVICES INC (PWR) - 1.25%
#22	YUM BRANDS INC (YUM) - 0.99%	INTEL CORP (INTC) - 1.18%
#23	D.R. HORTON INC (DHI) - 0.95%	STRATEGY INC CLASS A (MSTR) - 1.16%
#24	GARMIN LTD (GRMN) - 0.91%	BANK OF AMERICA CORP (BAC) - 1.16%
#25	CHIPOTLE MEXICAN GRILL INC (CMG) - 0.91%	GE AEROSPACE (GE) - 1.11%
Total Holdings	51	93

XLY vs CGGR - Historical Returns

Returns include dividend reinvestment.

Period	XLY	CGGR
1 month	-1.43%	-0.28%
3 months	+4.76%	+9.46%
6 months	-3.02%	+3.90%
1 year	+9.97%	+17.03%
5 years(CAGR)	+6.99%	+15.96%
10 years(CAGR)	+12.75%	N/A
Max(CAGR)	+9.51%	+15.96%

XLY

-1.43%

Winner

CGGR

-0.28%

XLY

+4.76%

Winner

CGGR

+9.46%

XLY

-3.02%

Winner

CGGR

+3.90%

XLY

+9.97%

Winner

CGGR

+17.03%

5Y(CAGR)

XLY

+6.99%

Winner

CGGR

+15.96%

10Y(CAGR)

XLY

+12.75%

CGGR

N/A

Max(CAGR)

XLY

+9.51%

Winner

CGGR

+15.96%

XLY vs CGGR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	XLY	CGGR
2026	-1.29%	+2.85%
2025	+8.79%	+19.62%
2024	+27.69%	+33.73%
2023	+40.48%	+43.26%
2022	-38.05%	-18.50%
2021	+29.02%	N/A
2020	+28.11%	N/A
2019	+27.43%	N/A
2018	+0.07%	N/A
2017	+22.10%	N/A
2016	+7.82%	N/A
2015	+10.71%	N/A
2014	+9.97%	N/A
2013	+39.82%	N/A
2012	+22.56%	N/A
2011	+4.76%	N/A
2010	+26.49%	N/A
2009	+33.87%	N/A
2008	-31.93%	N/A
2007	-14.03%	N/A
2006	+17.58%	N/A
2005	-5.96%	N/A
2004	+13.86%	N/A
2003	+32.22%	N/A
2002	-18.92%	N/A
2001	+12.93%	N/A
2000	-14.27%	N/A
1999	+10.32%	N/A

XLY vs CGGR Drawdown Comparison

The maximum drawdown for XLY was -59.05%, occurring on Mar 9, 2009. Recovery took 921 trading sessions.

The maximum drawdown for CGGR was -28.90%, occurring on Oct 14, 2022. Recovery took 422 trading sessions.

The current XLY drawdown is -6.18%. The current CGGR drawdown is -4.08%.

Rank	XLY	CGGR
#1	-59.05% Jun 4, 2007 - Jan 27, 2011	-28.90% Mar 29, 2022 - Dec 1, 2023
#2	-39.67% Nov 19, 2021 - Nov 6, 2024	-23.37% Feb 14, 2025 - Jun 26, 2025
#3	-33.91% Feb 20, 2020 - Jun 8, 2020	-15.13% Oct 28, 2025 - May 6, 2026
#4	-31.54% Mar 19, 2002 - Nov 7, 2003	-9.89% Jul 16, 2024 - Sep 19, 2024
#5	-31.53% Apr 11, 2000 - Mar 15, 2002	-7.42% Feb 28, 2022 - Mar 17, 2022
#6	-26.02% Dec 17, 2024 - Sep 12, 2025	-6.68% Jun 1, 2026 - Jun 10, 2026
#7	-22.12% Dec 31, 1999 - Apr 11, 2000	-6.62% Mar 21, 2024 - Jun 10, 2024
#8	-21.36% Sep 20, 2018 - Apr 4, 2019	-5.11% Dec 16, 2024 - Jan 22, 2025
#9	-18.42% Jul 7, 2011 - Jan 19, 2012	-3.45% Sep 22, 2025 - Oct 23, 2025
#10	-15.84% Nov 25, 2015 - Jul 11, 2016	-3.27% Dec 27, 2023 - Jan 19, 2024
#11	-14.98% Jan 12, 2026 - Mar 30, 2026	-3.24% Nov 11, 2024 - Nov 29, 2024
#12	-12.72% Dec 30, 2004 - Sep 25, 2006	-3.07% May 14, 2026 - May 26, 2026
#13	-11.45% Aug 4, 2015 - Oct 26, 2015	-2.47% Jan 23, 2025 - Feb 13, 2025
#14	-10.80% Apr 5, 2004 - Oct 28, 2004	-2.44% Oct 29, 2024 - Nov 6, 2024
#15	-10.03% Feb 8, 2021 - Apr 5, 2021	-2.38% Aug 12, 2025 - Aug 27, 2025

Correlation

Correlation between XLY and CGGR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (1999 - 2026)

XLY vs CGGR dividend yield comparison.

Year	XLY	CGGR
2026	0.18%	0.00%
2025	0.79%	0.10%
2024	0.72%	0.33%
2023	0.78%	0.40%
2022	1.00%	0.33%
2021	0.53%	0.00%
2020	0.82%	0.00%
2019	1.28%	0.00%
2018	1.34%	0.00%
2017	1.20%	0.00%
2016	1.71%	0.00%
2015	1.43%	0.00%
2014	1.31%	0.00%
2013	1.16%	0.00%
2012	1.60%	0.00%
2011	1.56%	0.00%
2010	1.32%	0.00%
2009	1.52%	0.00%
2008	1.94%	0.00%
2007	1.37%	0.00%
2006	0.92%	0.00%
2005	1.00%	0.00%
2004	0.67%	0.00%
2003	0.62%	0.00%
2002	0.74%	0.00%
2001	0.77%	0.00%
2000	0.91%	0.00%
1999	0.12%	0.00%