XLY vs SPY
Comparison between THE CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed XLY, delivering a return of +13.3% compared to +7.1%
XLY vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLY
$21B
Winner
SPY
$652B
Expense Ratio
Winner
XLY
0.08%
SPY
0.09%
Max Drawdown
XLY
60.13%
Winner
SPY
56.47%
Sharpe Ratio
XLY
0.95
Winner
SPY
2.07
5Y Beta
XLY
1.16
Winner
SPY
1.00
P/E Ratio
XLY
32.36
Winner
SPY
28.24
Forward P/E
XLY
26.44
Winner
SPY
21.85
PEG Ratio
XLY
1.22
SPY
N/A
5Y Dividends CAGR
Winner
XLY
7.98%
SPY
5.43%
5Y EPS CAGR
XLY
23.32%
Winner
SPY
25.79%
Debt to Equity
Winner
XLY
-125.07%
SPY
22.35%
P/S Ratio
Winner
XLY
2.43
SPY
3.55
P/B Ratio
XLY
8.84
Winner
SPY
5.29
XLY vs SPY - Holdings Comparison
XLY and SPY have 49 common holdings. Overlap is 9.93%
XLY's top 25 holdings weight is 90.86%. SPY's top 25 holdings weight is 51.32%.
| Rank | XLY | SPY |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 27.72% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | TESLA INC (TSLA) - 17.75% | APPLE INC (AAPL) - 6.48% |
| #3 | THE HOME DEPOT INC (HD) - 5.44% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | TJX COMPANIES INC (TJX) - 4.02% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | MCDONALD'S CORP (MCD) - 3.91% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | BOOKING HOLDINGS INC (BKNG) - 3.26% | BROADCOM INC (AVGO) - 3.09% |
| #7 | LOWE'S COMPANIES INC (LOW) - 3.04% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | STARBUCKS CORP (SBUX) - 2.79% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.81% | TESLA INC (TSLA) - 1.73% |
| #10 | O'REILLY AUTOMOTIVE INC (ORLY) - 1.79% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | ROSS STORES INC (ROST) - 1.69% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.67% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | GENERAL MOTORS CO (GM) - 1.61% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | ROYAL CARIBBEAN GROUP (RCL) - 1.48% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.47% | WALMART INC (WMT) - 0.91% |
| #16 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.38% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | AUTOZONE INC (AZO) - 1.36% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | CARVANA CO CLASS A (CVNA) - 1.30% | VISA INC CLASS A (V) - 0.85% |
| #19 | NIKE INC CLASS B (NKE) - 1.23% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | FORD MOTOR CO (F) - 1.11% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | EBAY INC (EBAY) - 1.09% | INTEL CORP (INTC) - 0.65% |
| #22 | YUM BRANDS INC (YUM) - 1.03% | NETFLIX INC (NFLX) - 0.64% |
| #23 | CHIPOTLE MEXICAN GRILL INC (CMG) - 1.00% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | GARMIN LTD (GRMN) - 0.96% | CHEVRON CORP (CVX) - 0.58% |
| #25 | D.R. HORTON INC (DHI) - 0.95% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 51 | 505 |
XLY vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
XLY
+8.46%
Winner
SPY
+9.11%
3M
XLY
+2.45%
Winner
SPY
+6.59%
6M
XLY
+2.33%
Winner
SPY
+10.56%
1Y
XLY
+20.27%
Winner
SPY
+32.04%
5Y(CAGR)
XLY
+7.10%
Winner
SPY
+13.35%
10Y(CAGR)
XLY
+12.89%
Winner
SPY
+15.49%
Max(CAGR)
Winner
XLY
+9.67%
SPY
+8.50%
XLY vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLY | SPY |
|---|---|---|
| 2026 | +1.76% | +8.27% |
| 2025 | +8.79% | +18.00% |
| 2024 | +27.69% | +25.59% |
| 2023 | +40.48% | +26.72% |
| 2022 | -38.05% | -18.64% |
| 2021 | +29.02% | +30.52% |
| 2020 | +28.11% | +17.28% |
| 2019 | +27.43% | +31.09% |
| 2018 | +0.07% | -5.24% |
| 2017 | +22.10% | +20.78% |
| 2016 | +7.82% | +13.59% |
| 2015 | +10.71% | +1.31% |
| 2014 | +9.97% | +14.56% |
| 2013 | +39.82% | +29.00% |
| 2012 | +22.56% | +14.17% |
| 2011 | +4.76% | +0.85% |
| 2010 | +26.49% | +13.14% |
| 2009 | +33.87% | +22.67% |
| 2008 | -31.93% | -36.25% |
| 2007 | -14.03% | +5.32% |
| 2006 | +17.58% | +13.85% |
| 2005 | -5.96% | +5.32% |
| 2004 | +13.86% | +10.75% |
| 2003 | +32.22% | +24.18% |
| 2002 | -18.92% | -22.42% |
| 2001 | +12.93% | -10.13% |
| 2000 | -14.27% | -8.84% |
| 1999 | +10.32% | +8.61% |
XLY vs SPY Drawdown Comparison
The maximum drawdown for XLY was -59.05%, occurring on Mar 9, 2009. Recovery took 921 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 -3.28%.
| Rank | XLY | SPY |
|---|---|---|
| #1 | -59.05% Jun 4, 2007 - Jan 27, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -39.67% Nov 19, 2021 - Nov 6, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -33.91% Feb 20, 2020 - Jun 8, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -31.54% Mar 19, 2002 - Nov 7, 2003 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -31.53% Apr 11, 2000 - Mar 15, 2002 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -26.02% Dec 17, 2024 - Sep 12, 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 | -21.36% Sep 20, 2018 - Apr 4, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -18.42% Jul 7, 2011 - Jan 19, 2012 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -15.84% Nov 25, 2015 - Jul 11, 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 | -12.72% Dec 30, 2004 - Sep 25, 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 | -10.80% 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.
| Year | XLY | SPY |
|---|---|---|
| 2026 | 0.18% | 0.24% |
| 2025 | 0.79% | 1.07% |
| 2024 | 0.72% | 1.21% |
| 2023 | 0.78% | 1.40% |
| 2022 | 1.00% | 1.65% |
| 2021 | 0.53% | 1.20% |
| 2020 | 0.82% | 1.52% |
| 2019 | 1.28% | 1.75% |
| 2018 | 1.34% | 2.04% |
| 2017 | 1.20% | 1.80% |
| 2016 | 1.71% | 2.03% |
| 2015 | 1.43% | 2.06% |
| 2014 | 1.31% | 1.87% |
| 2013 | 1.16% | 1.81% |
| 2012 | 1.60% | 2.18% |
| 2011 | 1.56% | 2.05% |
| 2010 | 1.32% | 1.80% |
| 2009 | 1.52% | 1.95% |
| 2008 | 1.94% | 3.02% |
| 2007 | 1.37% | 1.85% |
| 2006 | 0.92% | 1.73% |
| 2005 | 1.00% | 1.73% |
| 2004 | 0.67% | 1.82% |
| 2003 | 0.62% | 1.47% |
| 2002 | 0.74% | 1.70% |
| 2001 | 0.77% | 1.25% |
| 2000 | 0.91% | 1.15% |
| 1999 | 0.12% | 0.24% |
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