XLY vs DVY
Comparison between THE CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY, ETF) and ISHARES SELECT DIVIDEND ETF (DVY, ETF).
5-Year PerformanceDVY has outperformed XLY, delivering a return of +8.3% compared to +7.1%
XLY vs DVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLY
$21B
Winner
DVY
$22B
Expense Ratio
Winner
XLY
0.08%
DVY
0.38%
Max Drawdown
Winner
XLY
60.13%
DVY
65.23%
Sharpe Ratio
XLY
0.95
Winner
DVY
1.49
5Y Beta
XLY
1.16
Winner
DVY
0.58
P/E Ratio
XLY
32.36
Winner
DVY
15.94
Forward P/E
XLY
26.44
Winner
DVY
12.47
PEG Ratio
XLY
1.22
Winner
DVY
0.20
5Y Dividends CAGR
XLY
7.98%
Winner
DVY
12.31%
5Y EPS CAGR
Winner
XLY
23.32%
DVY
5.99%
Debt to Equity
Winner
XLY
-125.07%
DVY
-14.23%
P/S Ratio
XLY
2.43
Winner
DVY
1.13
P/B Ratio
XLY
8.84
Winner
DVY
1.80
XLY vs DVY - Holdings Comparison
XLY and DVY have 5 common holdings. Overlap is 2.44%
XLY's top 25 holdings weight is 90.86%. DVY's top 25 holdings weight is 37.94%.
| Rank | XLY | DVY |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 27.72% | PFIZER INC (PFE) - 2.28% |
| #2 | TESLA INC (TSLA) - 17.75% | ALTRIA GROUP INC (MO) - 2.16% |
| #3 | THE HOME DEPOT INC (HD) - 5.44% | PRUDENTIAL FINANCIAL INC (PRU) - 1.85% |
| #4 | TJX COMPANIES INC (TJX) - 4.02% | T. ROWE PRICE GROUP INC (TROW) - 1.83% |
| #5 | MCDONALD'S CORP (MCD) - 3.91% | VERIZON COMMUNICATIONS INC (VZ) - 1.80% |
| #6 | BOOKING HOLDINGS INC (BKNG) - 3.26% | ONEOK INC (OKE) - 1.74% |
| #7 | LOWE'S COMPANIES INC (LOW) - 3.04% | EDISON INTERNATIONAL (EIX) - 1.70% |
| #8 | STARBUCKS CORP (SBUX) - 2.79% | GENERAL MILLS INC (GIS) - 1.56% |
| #9 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.81% | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.54% |
| #10 | O'REILLY AUTOMOTIVE INC (ORLY) - 1.79% | KIMBERLY-CLARK CORP (KMB) - 1.52% |
| #11 | ROSS STORES INC (ROST) - 1.69% | DOMINION ENERGY INC (D) - 1.45% |
| #12 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.67% | HP INC (HPQ) - 1.43% |
| #13 | GENERAL MOTORS CO (GM) - 1.61% | FORD MOTOR CO (F) - 1.41% |
| #14 | ROYAL CARIBBEAN GROUP (RCL) - 1.48% | TRUIST FINANCIAL CORP (TFC) - 1.41% |
| #15 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.47% | EVERSOURCE ENERGY (ES) - 1.39% |
| #16 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.38% | TARGET CORP (TGT) - 1.38% |
| #17 | AUTOZONE INC (AZO) - 1.36% | CHEVRON CORP (CVX) - 1.37% |
| #18 | CARVANA CO CLASS A (CVNA) - 1.30% | KEYCORP (KEY) - 1.34% |
| #19 | NIKE INC CLASS B (NKE) - 1.23% | FIRSTENERGY CORP (FE) - 1.31% |
| #20 | FORD MOTOR CO (F) - 1.11% | COMCAST CORP CLASS A (CMCSA) - 1.28% |
| #21 | EBAY INC (EBAY) - 1.09% | U.S. BANCORP (USB) - 1.27% |
| #22 | YUM BRANDS INC (YUM) - 1.03% | AT&T INC (T) - 1.26% |
| #23 | CHIPOTLE MEXICAN GRILL INC (CMG) - 1.00% | EOG RESOURCES INC (EOG) - 1.23% |
| #24 | GARMIN LTD (GRMN) - 0.96% | REGIONS FINANCIAL CORP (RF) - 1.22% |
| #25 | D.R. HORTON INC (DHI) - 0.95% | EXELON CORP (EXC) - 1.21% |
| Total Holdings | 51 | 105 |
XLY vs DVY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLY
+8.46%
DVY
-0.57%
3M
Winner
XLY
+2.45%
DVY
-1.04%
6M
XLY
+2.33%
Winner
DVY
+10.68%
1Y
XLY
+20.27%
Winner
DVY
+21.80%
5Y(CAGR)
XLY
+7.10%
Winner
DVY
+8.29%
10Y(CAGR)
Winner
XLY
+12.89%
DVY
+10.30%
Max(CAGR)
Winner
XLY
+9.67%
DVY
+8.84%
XLY vs DVY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLY | DVY |
|---|---|---|
| 2026 | +1.76% | +7.58% |
| 2025 | +8.79% | +11.80% |
| 2024 | +27.69% | +15.11% |
| 2023 | +40.48% | +1.21% |
| 2022 | -38.05% | +1.35% |
| 2021 | +29.02% | +33.65% |
| 2020 | +28.11% | -4.62% |
| 2019 | +27.43% | +23.04% |
| 2018 | +0.07% | -6.43% |
| 2017 | +22.10% | +14.34% |
| 2016 | +7.82% | +22.61% |
| 2015 | +10.71% | -2.12% |
| 2014 | +9.97% | +16.49% |
| 2013 | +39.82% | +25.99% |
| 2012 | +22.56% | +10.25% |
| 2011 | +4.76% | +11.03% |
| 2010 | +26.49% | +16.31% |
| 2009 | +33.87% | +9.19% |
| 2008 | -31.93% | -32.03% |
| 2007 | -14.03% | -6.26% |
| 2006 | +17.58% | +17.63% |
| 2005 | -5.96% | +4.00% |
| 2004 | +13.86% | +18.04% |
| 2003 | +32.22% | +7.09% |
| 2002 | -18.92% | N/A |
| 2001 | +12.93% | N/A |
| 2000 | -14.27% | N/A |
| 1999 | +10.32% | N/A |
XLY vs DVY Drawdown Comparison
The maximum drawdown for XLY was -59.05%, occurring on Mar 9, 2009. Recovery took 921 trading sessions.
The maximum drawdown for DVY was -62.57%, occurring on Mar 9, 2009. Recovery took 1432 trading sessions.
The current XLY drawdown is -3.28%. The current DVY drawdown is -2.84%.
| Rank | XLY | DVY |
|---|---|---|
| #1 | -59.05% Jun 4, 2007 - Jan 27, 2011 | -62.57% May 22, 2007 - Jan 29, 2013 |
| #2 | -39.67% Nov 19, 2021 - Nov 6, 2024 | -41.59% Jan 17, 2020 - Feb 9, 2021 |
| #3 | -33.91% Feb 20, 2020 - Jun 8, 2020 | -17.49% Apr 20, 2022 - Mar 28, 2024 |
| #4 | -31.54% Mar 19, 2002 - Nov 7, 2003 | -15.99% Nov 29, 2024 - Aug 22, 2025 |
| #5 | -31.53% Apr 11, 2000 - Mar 15, 2002 | -15.32% Sep 18, 2018 - Apr 5, 2019 |
| #6 | -26.02% Dec 17, 2024 - Sep 12, 2025 | -12.03% Dec 29, 2014 - Mar 4, 2016 |
| #7 | -22.12% Dec 31, 1999 - Apr 11, 2000 | -9.19% Jan 26, 2018 - Aug 16, 2018 |
| #8 | -21.36% Sep 20, 2018 - Apr 4, 2019 | -7.92% Mar 5, 2004 - Aug 25, 2004 |
| #9 | -18.42% Jul 7, 2011 - Jan 19, 2012 | -7.87% Aug 3, 2005 - Feb 22, 2006 |
| #10 | -15.84% Nov 25, 2015 - Jul 11, 2016 | -7.80% May 10, 2021 - Nov 15, 2021 |
| #11 | -14.98% Jan 12, 2026 - Mar 30, 2026 | -7.37% Apr 30, 2019 - Jul 3, 2019 |
| #12 | -12.72% Dec 30, 2004 - Sep 25, 2006 | -6.89% Feb 13, 2026 - Mar 20, 2026 |
| #13 | -11.45% Aug 4, 2015 - Oct 26, 2015 | -6.19% Jul 24, 2019 - Sep 10, 2019 |
| #14 | -10.80% Apr 5, 2004 - Oct 28, 2004 | -6.16% May 17, 2013 - Jul 11, 2013 |
| #15 | -10.03% Feb 8, 2021 - Apr 5, 2021 | -6.05% Mar 28, 2024 - May 9, 2024 |
Correlation
Correlation between XLY and DVY 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 DVY dividend yield comparison.
| Year | XLY | DVY |
|---|---|---|
| 2026 | 0.18% | 0.75% |
| 2025 | 0.79% | 3.65% |
| 2024 | 0.72% | 3.65% |
| 2023 | 0.78% | 3.82% |
| 2022 | 1.00% | 3.43% |
| 2021 | 0.53% | 3.12% |
| 2020 | 0.82% | 3.66% |
| 2019 | 1.28% | 3.41% |
| 2018 | 1.34% | 3.58% |
| 2017 | 1.20% | 3.00% |
| 2016 | 1.71% | 3.04% |
| 2015 | 1.43% | 3.45% |
| 2014 | 1.31% | 3.03% |
| 2013 | 1.16% | 3.06% |
| 2012 | 1.60% | 3.71% |
| 2011 | 1.56% | 3.44% |
| 2010 | 1.32% | 3.42% |
| 2009 | 1.52% | 3.78% |
| 2008 | 1.94% | 5.86% |
| 2007 | 1.37% | 3.67% |
| 2006 | 0.92% | 3.15% |
| 2005 | 1.00% | 3.02% |
| 2004 | 0.67% | 3.10% |
| 2003 | 0.62% | 0.53% |
| 2002 | 0.74% | 0.00% |
| 2001 | 0.77% | 0.00% |
| 2000 | 0.91% | 0.00% |
| 1999 | 0.12% | 0.00% |
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