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XLY vs SPY

Comparison between STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF (XLY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed XLY, delivering a return of +13.2% compared to +6.9%

XLY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XLY
$24B
Winner
SPY
$784B
Expense Ratio
Winner
XLY
0.08%
SPY
0.09%
Max Drawdown
XLY
60.13%
Winner
SPY
56.47%
Sharpe Ratio
XLY
0.36
Winner
SPY
1.54
5Y Beta
XLY
1.16
Winner
SPY
1.00
P/E Ratio
XLY
31.71
Winner
SPY
27.62
Forward P/E
XLY
26.47
Winner
SPY
21.11
PEG Ratio
XLY
1.24
SPY
N/A
5Y Dividends CAGR
Winner
XLY
9.70%
SPY
6.00%
5Y EPS CAGR
XLY
16.76%
Winner
SPY
25.30%
Debt to Equity
Winner
XLY
-176.23%
SPY
31.11%
P/S Ratio
Winner
XLY
2.62
SPY
3.49
P/B Ratio
XLY
8.25
Winner
SPY
5.30

XLY vs SPY - Holdings Comparison

XLY and SPY have 49 common holdings. Overlap is 9.41%

XLY's top 25 holdings weight is 90.40%. SPY's top 25 holdings weight is 51.24%.

RankXLYSPY
#1
AMAZON.COM INC (AMZN) - 25.32%
NVIDIA CORP (NVDA) - 7.81%
#2
TESLA INC (TSLA) - 19.08%
APPLE INC (AAPL) - 6.81%
#3
THE HOME DEPOT INC (HD) - 5.58%
MICROSOFT CORP (MSFT) - 4.53%
#4
TJX COMPANIES INC (TJX) - 4.28%
AMAZON.COM INC (AMZN) - 3.72%
#5
MCDONALD'S CORP (MCD) - 3.87%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
BOOKING HOLDINGS INC (BKNG) - 3.25%
BROADCOM INC (AVGO) - 2.77%
#7
LOWE'S COMPANIES INC (LOW) - 2.86%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
STARBUCKS CORP (SBUX) - 2.67%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 2.04%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.88%
TESLA INC (TSLA) - 1.76%
#11
ROYAL CARIBBEAN GROUP (RCL) - 1.78%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
ROSS STORES INC (ROST) - 1.77%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
O'REILLY AUTOMOTIVE INC (ORLY) - 1.75%
ELI LILLY AND CO (LLY) - 1.38%
#14
GENERAL MOTORS CO (GM) - 1.69%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.45%
EXXON MOBIL CORP (XOM) - 0.92%
#16
AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.40%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
FORD MOTOR CO (F) - 1.28%
VISA INC CLASS A (V) - 0.87%
#18
NIKE INC CLASS B (NKE) - 1.24%
INTEL CORP (INTC) - 0.85%
#19
AUTOZONE INC (AZO) - 1.19%
WALMART INC (WMT) - 0.82%
#20
EBAY INC (EBAY) - 1.15%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
CARVANA CO CLASS A (CVNA) - 1.04%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
YUM BRANDS INC (YUM) - 1.00%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
CHIPOTLE MEXICAN GRILL INC (CMG) - 0.97%
CATERPILLAR INC (CAT) - 0.68%
#24
D.R. HORTON INC (DHI) - 0.96%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
CARNIVAL CORPORATION LTD (CCL) - 0.90%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings51505

XLY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
XLY
-4.35%
Winner
SPY
-1.37%
3M
XLY
+3.52%
Winner
SPY
+12.22%
6M
XLY
-6.51%
Winner
SPY
+7.20%
1Y
XLY
+7.13%
Winner
SPY
+23.58%
5Y(CAGR)
XLY
+6.86%
Winner
SPY
+13.19%
10Y(CAGR)
XLY
+13.41%
Winner
SPY
+15.12%
Max(CAGR)
Winner
XLY
+10.64%
SPY
+8.44%

XLY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXLYSPY
2026-3.49%+7.95%
2025+9.49%+18.00%
2024+28.75%+25.59%
2023+41.69%+26.72%
2022-37.52%-18.64%
2021+29.81%+30.52%
2020+29.54%+17.28%
2019+29.15%+31.09%
2018+1.33%-5.24%
2017+23.69%+20.78%
2016+9.70%+13.59%
2015+12.33%+1.31%
2014+11.50%+14.56%
2013+41.66%+29.00%
2012+24.59%+14.17%
2011+6.44%+0.85%
2010+28.29%+13.14%
2009+36.34%+22.67%
2008-30.83%-36.25%
2007-12.94%+5.32%
2006+18.75%+13.85%
2005-5.04%+5.32%
2004+14.68%+10.75%
2003+33.12%+24.18%
2002-18.39%-22.42%
2001+13.93%-10.13%
2000-13.50%-8.84%
1999+10.46%+8.61%

XLY vs SPY Drawdown Comparison

The maximum drawdown for XLY was -58.00%, occurring on Nov 20, 2008. Recovery took 864 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current XLY drawdown is -8.28%. The current SPY drawdown is -3.18%.

RankXLYSPY
#1-58.00%
Jun 4, 2007 - Nov 4, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-39.06%
Nov 19, 2021 - Oct 28, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.91%
Feb 20, 2020 - Jun 5, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-31.17%
Mar 19, 2002 - Nov 3, 2003		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-30.76%
Apr 11, 2000 - Mar 4, 2002		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-25.68%
Dec 17, 2024 - Sep 11, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-22.12%
Dec 31, 1999 - Apr 11, 2000		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-20.97%
Sep 27, 2018 - Apr 3, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-18.19%
Jul 7, 2011 - Jan 18, 2012		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-15.49%
Nov 25, 2015 - May 10, 2016		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.98%
Jan 12, 2026 - Mar 30, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.31%
Dec 30, 2004 - May 9, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.45%
Aug 4, 2015 - Oct 26, 2015		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.68%
Apr 5, 2004 - Oct 28, 2004		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.03%
Feb 8, 2021 - Apr 5, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between XLY and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

XLY vs SPY dividend yield comparison.

YearXLYSPY
20260.39%0.50%
20251.39%1.07%
20241.44%1.21%
20231.56%1.40%
20222.00%1.65%
20211.06%1.20%
20201.64%1.52%
20192.56%1.75%
20182.69%2.04%
20172.40%1.80%
20163.41%2.03%
20152.86%2.06%
20142.61%1.87%
20132.32%1.81%
20123.20%2.18%
20113.11%2.05%
20102.63%1.80%
20093.03%1.95%
20083.88%3.02%
20072.73%1.85%
20061.84%1.73%
20052.01%1.73%
20041.35%1.82%
20031.24%1.47%
20021.48%1.70%
20011.53%1.25%
20001.82%1.15%
19990.25%0.24%

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