XLY vs SCHA
Comparison between STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF (XLY, ETF) and SCHWAB U.S. SMALL-CAP ETF (SCHA, ETF).
5-Year PerformanceSCHA has outperformed XLY, delivering a return of +7.2% compared to +7.0%
XLY vs SCHA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLY
$24B
SCHA
$23B
Expense Ratio
XLY
0.08%
Winner
SCHA
0.04%
Max Drawdown
XLY
60.13%
Winner
SCHA
43.02%
Sharpe Ratio
XLY
0.38
Winner
SCHA
1.75
5Y Beta
XLY
1.16
Winner
SCHA
1.10
P/E Ratio
Winner
XLY
30.75
SCHA
169.53
Forward P/E
XLY
26.14
Winner
SCHA
14.44
PEG Ratio
XLY
1.19
SCHA
N/A
5Y Dividends CAGR
Winner
XLY
7.98%
SCHA
6.60%
5Y EPS CAGR
Winner
XLY
16.83%
SCHA
13.25%
Debt to Equity
Winner
XLY
-175.08%
SCHA
42.83%
P/S Ratio
XLY
2.57
Winner
SCHA
1.34
P/B Ratio
XLY
8.06
Winner
SCHA
2.15
XLY vs SCHA - Holdings Comparison
XLY and SCHA have 1 common holdings. Overlap is 0.00%
XLY's top 25 holdings weight is 90.47%. SCHA's top 25 holdings weight is 7.29%.
| Rank | XLY | SCHA |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 25.94% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.50% |
| #2 | TESLA INC (TSLA) - 19.04% | RIGETTI COMPUTING INC (RGTI) - 0.46% |
| #3 | THE HOME DEPOT INC (HD) - 5.46% | n/a (RKT) - 0.40% |
| #4 | TJX COMPANIES INC (TJX) - 4.29% | D-WAVE QUANTUM INC (QBTS) - 0.38% |
| #5 | MCDONALD'S CORP (MCD) - 3.84% | COEUR MINING INC (CDE) - 0.36% |
| #6 | BOOKING HOLDINGS INC (BKNG) - 3.09% | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.35% |
| #7 | LOWE'S COMPANIES INC (LOW) - 2.85% | n/a (HIMS) - 0.33% |
| #8 | STARBUCKS CORP (SBUX) - 2.60% | ATI INC (ATI) - 0.29% |
| #9 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 2.03% | IONIS PHARMACEUTICALS INC (IONS) - 0.29% |
| #10 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.84% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 0.28% |
| #11 | GENERAL MOTORS CO (GM) - 1.77% | STERLING INFRASTRUCTURE INC (STRL) - 0.28% |
| #12 | O'REILLY AUTOMOTIVE INC (ORLY) - 1.76% | MUELLER INDUSTRIES INC (MLI) - 0.28% |
| #13 | ROSS STORES INC (ROST) - 1.74% | LUMENTUM HOLDINGS INC (LITE) - 0.27% |
| #14 | ROYAL CARIBBEAN GROUP (RCL) - 1.66% | ENSIGN GROUP INC (ENSG) - 0.26% |
| #15 | FORD MOTOR CO (F) - 1.37% | RAMBUS INC (RMBS) - 0.26% |
| #16 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.36% | SOUTHSTATE BANK CORP (SSB) - 0.25% |
| #17 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.30% | ECHOSTAR CORP CLASS A (SATS) - 0.25% |
| #18 | NIKE INC CLASS B (NKE) - 1.25% | INTERDIGITAL INC (IDCC) - 0.24% |
| #19 | AUTOZONE INC (AZO) - 1.22% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.24% |
| #20 | EBAY INC (EBAY) - 1.15% | BRIDGEBIO PHARMA INC (BBIO) - 0.24% |
| #21 | CARVANA CO CLASS A (CVNA) - 1.15% | SILICON LABORATORIES INC (SLAB) - 0.22% |
| #22 | YUM BRANDS INC (YUM) - 0.99% | SPIRIT AEROSYSTEMS HOLDINGS INC CLASS A (SPR) - 0.22% |
| #23 | D.R. HORTON INC (DHI) - 0.95% | OSCAR HEALTH INC CLASS A (OSCR) - 0.22% |
| #24 | GARMIN LTD (GRMN) - 0.91% | PJT PARTNERS INC CLASS A (PJT) - 0.22% |
| #25 | CHIPOTLE MEXICAN GRILL INC (CMG) - 0.91% | n/a (MWA) - 0.20% |
| Total Holdings | 51 | 1709 |
XLY vs SCHA - Historical Returns
Returns include dividend reinvestment.
1M
XLY
-1.43%
Winner
SCHA
+5.32%
3M
XLY
+4.76%
Winner
SCHA
+21.26%
6M
XLY
-3.02%
Winner
SCHA
+19.84%
1Y
XLY
+9.97%
Winner
SCHA
+41.48%
5Y(CAGR)
XLY
+6.99%
Winner
SCHA
+7.19%
10Y(CAGR)
Winner
XLY
+12.75%
SCHA
+11.52%
Max(CAGR)
XLY
+9.51%
Winner
SCHA
+12.55%
XLY vs SCHA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLY | SCHA |
|---|---|---|
| 2026 | -1.29% | +21.13% |
| 2025 | +8.79% | +11.64% |
| 2024 | +27.69% | +11.85% |
| 2023 | +40.48% | +19.16% |
| 2022 | -38.05% | -20.62% |
| 2021 | +29.02% | +18.07% |
| 2020 | +28.11% | +19.19% |
| 2019 | +27.43% | +26.04% |
| 2018 | +0.07% | -12.63% |
| 2017 | +22.10% | +14.15% |
| 2016 | +7.82% | +22.30% |
| 2015 | +10.71% | -3.91% |
| 2014 | +9.97% | +7.50% |
| 2013 | +39.82% | +35.74% |
| 2012 | +22.56% | +16.68% |
| 2011 | +4.76% | -4.64% |
| 2010 | +26.49% | +25.72% |
| 2009 | +33.87% | +9.88% |
| 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 SCHA Drawdown Comparison
The maximum drawdown for XLY was -59.05%, occurring on Mar 9, 2009. Recovery took 921 trading sessions.
The maximum drawdown for SCHA was -42.41%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current XLY drawdown is -6.18%.
| Rank | XLY | SCHA |
|---|---|---|
| #1 | -59.05% Jun 4, 2007 - Jan 27, 2011 | -42.41% Jan 16, 2020 - Nov 9, 2020 |
| #2 | -39.67% Nov 19, 2021 - Nov 6, 2024 | -30.79% Nov 8, 2021 - Oct 16, 2024 |
| #3 | -33.91% Feb 20, 2020 - Jun 8, 2020 | -28.37% Apr 29, 2011 - Sep 6, 2012 |
| #4 | -31.54% Mar 19, 2002 - Nov 7, 2003 | -27.29% Nov 25, 2024 - Sep 18, 2025 |
| #5 | -31.53% Apr 11, 2000 - Mar 15, 2002 | -26.45% Aug 31, 2018 - Jan 16, 2020 |
| #6 | -26.02% Dec 17, 2024 - Sep 12, 2025 | -24.96% Jun 23, 2015 - Nov 11, 2016 |
| #7 | -22.12% Dec 31, 1999 - Apr 11, 2000 | -19.99% Apr 23, 2010 - Nov 5, 2010 |
| #8 | -21.36% Sep 20, 2018 - Apr 4, 2019 | -12.15% Jul 3, 2014 - Dec 23, 2014 |
| #9 | -18.42% Jul 7, 2011 - Jan 19, 2012 | -9.55% Sep 14, 2012 - Jan 2, 2013 |
| #10 | -15.84% Nov 25, 2015 - Jul 11, 2016 | -9.51% Jan 22, 2026 - Apr 13, 2026 |
| #11 | -14.98% Jan 12, 2026 - Mar 30, 2026 | -9.18% Jan 23, 2018 - May 17, 2018 |
| #12 | -12.72% Dec 30, 2004 - Sep 25, 2006 | -9.04% Jan 19, 2010 - Mar 2, 2010 |
| #13 | -11.45% Aug 4, 2015 - Oct 26, 2015 | -8.73% Mar 15, 2021 - Jun 8, 2021 |
| #14 | -10.80% Apr 5, 2004 - Oct 28, 2004 | -8.53% Jun 8, 2021 - Oct 25, 2021 |
| #15 | -10.03% Feb 8, 2021 - Apr 5, 2021 | -7.54% Oct 27, 2025 - Dec 3, 2025 |
Correlation
Correlation between XLY and SCHA 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 SCHA dividend yield comparison.
| Year | XLY | SCHA |
|---|---|---|
| 2026 | 0.18% | 0.11% |
| 2025 | 0.79% | 1.26% |
| 2024 | 0.72% | 1.51% |
| 2023 | 0.78% | 1.42% |
| 2022 | 1.00% | 1.37% |
| 2021 | 0.53% | 1.19% |
| 2020 | 0.82% | 1.05% |
| 2019 | 1.28% | 1.39% |
| 2018 | 1.34% | 1.58% |
| 2017 | 1.20% | 1.24% |
| 2016 | 1.71% | 1.50% |
| 2015 | 1.43% | 1.48% |
| 2014 | 1.31% | 1.45% |
| 2013 | 1.16% | 1.14% |
| 2012 | 1.60% | 1.87% |
| 2011 | 1.56% | 1.23% |
| 2010 | 1.32% | 0.98% |
| 2009 | 1.52% | 0.22% |
| 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% |
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