XLY vs SHV

Comparison between THE CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY, ETF) and iShares 0-1 Year Treasury Bond ETF (SHV, ETF).

5-Year PerformanceXLY has outperformed SHV, delivering a return of +7.1% compared to +3.3%

XLY vs SHV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLY(ETF)	SHV(ETF)
Net Assets	$21B	$21B
Expense Ratio	0.08%	0.15%
Max Drawdown	60.13%	1.20%
Sharpe Ratio	0.95	1.43
5Y Beta	1.16	-0.00
P/E Ratio	32.36	N/A
Forward P/E	26.44	N/A
PEG Ratio	1.22	N/A
5Y Dividends CAGR	7.98%	65.56%
5Y EPS CAGR	23.32%	N/A
Debt to Equity	-125.07%	N/A
P/S Ratio	2.43	N/A
P/B Ratio	8.84	N/A

Net Assets

Winner

XLY

$21B

SHV

$21B

Expense Ratio

Winner

XLY

0.08%

SHV

0.15%

Max Drawdown

XLY

60.13%

Winner

SHV

1.20%

Sharpe Ratio

XLY

0.95

Winner

SHV

1.43

5Y Beta

XLY

1.16

Winner

SHV

-0.00

P/E Ratio

XLY

32.36

SHV

N/A

Forward P/E

XLY

26.44

SHV

N/A

PEG Ratio

XLY

1.22

SHV

N/A

5Y Dividends CAGR

XLY

7.98%

Winner

SHV

65.56%

5Y EPS CAGR

XLY

23.32%

SHV

N/A

Debt to Equity

XLY

-125.07%

SHV

N/A

P/S Ratio

XLY

2.43

SHV

N/A

P/B Ratio

XLY

8.84

SHV

N/A

XLY vs SHV - Historical Returns

Returns include dividend reinvestment.

Period	XLY	SHV
1 month	+8.46%	+0.32%
3 months	+2.45%	+0.85%
6 months	+2.33%	+1.79%
1 year	+20.27%	+3.97%
5 years(CAGR)	+7.10%	+3.27%
10 years(CAGR)	+12.89%	+2.20%
Max(CAGR)	+9.67%	+1.57%

Winner

XLY

+8.46%

SHV

+0.32%

Winner

XLY

+2.45%

SHV

+0.85%

Winner

XLY

+2.33%

SHV

+1.79%

Winner

XLY

+20.27%

SHV

+3.97%

5Y(CAGR)

Winner

XLY

+7.10%

SHV

+3.27%

10Y(CAGR)

Winner

XLY

+12.89%

SHV

+2.20%

Max(CAGR)

Winner

XLY

+9.67%

SHV

+1.57%

XLY vs SHV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	XLY	SHV
2026	+1.76%	+1.19%
2025	+8.79%	+4.19%
2024	+27.69%	+5.13%
2023	+40.48%	+5.02%
2022	-38.05%	+0.95%
2021	+29.02%	-0.09%
2020	+28.11%	+0.79%
2019	+27.43%	+2.35%
2018	+0.07%	+1.73%
2017	+22.10%	+0.64%
2016	+7.82%	+0.41%
2015	+10.71%	+0.02%
2014	+9.97%	+0.02%
2013	+39.82%	+0.01%
2012	+22.56%	+0.05%
2011	+4.76%	+0.07%
2010	+26.49%	+0.12%
2009	+33.87%	+0.32%
2008	-31.93%	+2.73%
2007	-14.03%	+4.99%
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 SHV Drawdown Comparison

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

The maximum drawdown for SHV was -0.45%, occurring on Jun 14, 2022. Recovery took 631 trading sessions.

The current XLY drawdown is -3.28%.

Rank	XLY	SHV
#1	-59.05% Jun 4, 2007 - Jan 27, 2011	-0.45% Apr 7, 2020 - Oct 7, 2022
#2	-39.67% Nov 19, 2021 - Nov 6, 2024	-0.36% Oct 10, 2008 - Oct 15, 2008
#3	-33.91% Feb 20, 2020 - Jun 8, 2020	-0.29% Oct 15, 2008 - Nov 6, 2008
#4	-31.54% Mar 19, 2002 - Nov 7, 2003	-0.25% Sep 17, 2008 - Oct 2, 2008
#5	-31.53% Apr 11, 2000 - Mar 15, 2002	-0.23% Dec 29, 2008 - Apr 15, 2009
#6	-26.02% Dec 17, 2024 - Sep 12, 2025	-0.19% Aug 22, 2007 - Sep 5, 2007
#7	-22.12% Dec 31, 1999 - Apr 11, 2000	-0.17% Mar 20, 2008 - May 1, 2008
#8	-21.36% Sep 20, 2018 - Apr 4, 2019	-0.14% Oct 2, 2008 - Oct 10, 2008
#9	-18.42% Jul 7, 2011 - Jan 19, 2012	-0.13% Jun 1, 2009 - Jul 8, 2009
#10	-15.84% Nov 25, 2015 - Jul 11, 2016	-0.12% Oct 2, 2015 - Jan 19, 2016
#11	-14.98% Jan 12, 2026 - Mar 30, 2026	-0.11% Feb 24, 2017 - Apr 13, 2017
#12	-12.72% Dec 30, 2004 - Sep 25, 2006	-0.10% Apr 29, 2009 - May 28, 2009
#13	-11.45% Aug 4, 2015 - Oct 26, 2015	-0.09% Dec 12, 2008 - Dec 29, 2008
#14	-10.80% Apr 5, 2004 - Oct 28, 2004	-0.08% Dec 11, 2007 - Dec 19, 2007
#15	-10.03% Feb 8, 2021 - Apr 5, 2021	-0.08% Nov 4, 2016 - Dec 19, 2016

Correlation

Correlation between XLY and SHV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (1999 - 2026)

XLY vs SHV dividend yield comparison.

Year	XLY	SHV
2026	0.18%	1.18%
2025	0.79%	4.09%
2024	0.72%	5.02%
2023	0.78%	4.73%
2022	1.00%	1.39%
2021	0.53%	0.00%
2020	0.82%	0.74%
2019	1.28%	2.19%
2018	1.34%	1.66%
2017	1.20%	0.72%
2016	1.71%	0.34%
2015	1.43%	0.03%
2014	1.31%	0.00%
2013	1.16%	0.00%
2012	1.60%	0.01%
2011	1.56%	0.07%
2010	1.32%	0.08%
2009	1.52%	0.34%
2008	1.94%	2.08%
2007	1.37%	4.04%
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%