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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 +8.5% compared to +6.7%

XLY vs SCHA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
XLY
$23B
SCHA
$22B
Expense Ratio
XLY
0.08%
Winner
SCHA
0.03%
Max Drawdown
XLY
60.13%
Winner
SCHA
43.02%
Sharpe Ratio
XLY
0.13
Winner
SCHA
1.42
5Y Beta
XLY
1.14
Winner
SCHA
1.10
P/E Ratio
Winner
XLY
23.84
SCHA
3872.06
Forward P/E
XLY
24.28
Winner
SCHA
14.88
PEG Ratio
XLY
0.25
SCHA
N/A
5Y Dividends CAGR
Winner
XLY
9.70%
SCHA
9.07%
5Y EPS CAGR
Winner
XLY
17.82%
SCHA
12.38%
Debt to Equity
Winner
XLY
-238.87%
SCHA
37.30%
P/S Ratio
XLY
2.59
Winner
SCHA
1.35
P/B Ratio
XLY
7.75
Winner
SCHA
2.23

XLY vs SCHA - Holdings Comparison

XLY and SCHA have 1 common holdings. Overlap is 0.00%

XLY's top 25 holdings weight is 90.02%. SCHA's top 25 holdings weight is 7.29%.

RankXLYSCHA
#1
AMAZON.COM INC (AMZN) - 23.83%
SANDISK CORP ORDINARY SHARES (SNDK) - 0.50%
#2
TESLA INC (TSLA) - 17.65%
RIGETTI COMPUTING INC (RGTI) - 0.46%
#3
THE HOME DEPOT INC (HD) - 5.63%
n/a (RKT) - 0.40%
#4
MCDONALD'S CORP (MCD) - 4.21%
D-WAVE QUANTUM INC (QBTS) - 0.38%
#5
TJX COMPANIES INC (TJX) - 4.12%
COEUR MINING INC (CDE) - 0.36%
#6
BOOKING HOLDINGS INC (BKNG) - 3.54%
NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.35%
#7
STARBUCKS CORP (SBUX) - 3.04%
n/a (HIMS) - 0.33%
#8
LOWE'S COMPANIES INC (LOW) - 2.92%
ATI INC (ATI) - 0.29%
#9
MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 2.04%
IONIS PHARMACEUTICALS INC (IONS) - 0.29%
#10
ROSS STORES INC (ROST) - 1.93%
SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 0.28%
#11
HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.87%
STERLING INFRASTRUCTURE INC (STRL) - 0.28%
#12
DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.82%
MUELLER INDUSTRIES INC (MLI) - 0.28%
#13
ROYAL CARIBBEAN GROUP (RCL) - 1.82%
LUMENTUM HOLDINGS INC (LITE) - 0.27%
#14
O'REILLY AUTOMOTIVE INC (ORLY) - 1.78%
ENSIGN GROUP INC (ENSG) - 0.26%
#15
GENERAL MOTORS CO (GM) - 1.74%
RAMBUS INC (RMBS) - 0.26%
#16
AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.54%
SOUTHSTATE BANK CORP (SSB) - 0.25%
#17
FORD MOTOR CO (F) - 1.39%
ECHOSTAR CORP CLASS A (SATS) - 0.25%
#18
NIKE INC CLASS B (NKE) - 1.33%
INTERDIGITAL INC (IDCC) - 0.24%
#19
EBAY INC (EBAY) - 1.29%
APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.24%
#20
AUTOZONE INC (AZO) - 1.26%
BRIDGEBIO PHARMA INC (BBIO) - 0.24%
#21
CARVANA CO CLASS A (CVNA) - 1.17%
SILICON LABORATORIES INC (SLAB) - 0.22%
#22
CHIPOTLE MEXICAN GRILL INC (CMG) - 1.08%
SPIRIT AEROSYSTEMS HOLDINGS INC CLASS A (SPR) - 0.22%
#23
YUM BRANDS INC (YUM) - 1.03%
OSCAR HEALTH INC CLASS A (OSCR) - 0.22%
#24
GARMIN LTD (GRMN) - 1.02%
PJT PARTNERS INC CLASS A (PJT) - 0.22%
#25
D.R. HORTON INC (DHI) - 0.97%
n/a (MWA) - 0.20%
Total Holdings501709

XLY vs SCHA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XLY
+2.74%
SCHA
+0.61%
3M
XLY
-0.37%
Winner
SCHA
+5.31%
6M
XLY
+0.89%
Winner
SCHA
+13.15%
1Y
XLY
+5.14%
Winner
SCHA
+33.90%
5Y(CAGR)
XLY
+6.72%
Winner
SCHA
+8.54%
10Y(CAGR)
Winner
XLY
+12.40%
SCHA
+10.80%
Max(CAGR)
XLY
+9.50%
Winner
SCHA
+12.42%

XLY vs SCHA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXLYSCHA
2026+0.12%+21.44%
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 -4.84%. The current SCHA drawdown is -3.60%.

RankXLYSCHA
#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		-9.05%
Jun 30, 2026 - Jul 29, 2026
#13-11.45%
Aug 4, 2015 - Oct 26, 2015		-9.04%
Jan 19, 2010 - Mar 2, 2010
#14-10.80%
Apr 5, 2004 - Oct 28, 2004		-8.73%
Mar 15, 2021 - Jun 8, 2021
#15-10.03%
Feb 8, 2021 - Apr 5, 2021		-8.53%
Jun 8, 2021 - Oct 25, 2021

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.

YearXLYSCHA
20260.38%0.40%
20250.79%1.26%
20240.72%1.51%
20230.78%1.42%
20221.00%1.37%
20210.53%1.19%
20200.82%1.05%
20191.28%1.39%
20181.34%1.58%
20171.20%1.24%
20161.71%1.50%
20151.43%1.48%
20141.31%1.45%
20131.16%1.14%
20121.60%1.87%
20111.56%1.23%
20101.32%0.98%
20091.52%0.22%
20081.94%0.00%
20071.37%0.00%
20060.92%0.00%
20051.00%0.00%
20040.67%0.00%
20030.62%0.00%
20020.74%0.00%
20010.77%0.00%
20000.91%0.00%
19990.12%0.00%

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