XLY vs USMV
Comparison between THE CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY, ETF) and ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF).
5-Year PerformanceXLY has outperformed USMV, delivering a return of +8.1% compared to +7.6%
XLY vs USMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLY
$23B
USMV
$23B
Expense Ratio
Winner
XLY
0.08%
USMV
0.15%
Max Drawdown
XLY
60.13%
Winner
USMV
33.10%
Sharpe Ratio
Winner
XLY
0.78
USMV
0.10
5Y Beta
XLY
1.16
Winner
USMV
0.48
P/E Ratio
XLY
33.04
Winner
USMV
22.94
Forward P/E
XLY
26.96
Winner
USMV
19.28
PEG Ratio
XLY
1.23
Winner
USMV
0.15
5Y Dividends CAGR
Winner
XLY
7.98%
USMV
7.83%
5Y EPS CAGR
Winner
XLY
23.72%
USMV
20.22%
Debt to Equity
Winner
XLY
-124.20%
USMV
42.89%
P/S Ratio
XLY
2.73
Winner
USMV
2.14
P/B Ratio
XLY
8.23
Winner
USMV
4.23
XLY vs USMV - Holdings Comparison
XLY and USMV have 9 common holdings. Overlap is 5.50%
XLY's top 25 holdings weight is 91.13%. USMV's top 25 holdings weight is 35.07%.
| Rank | XLY | USMV |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 28.52% | NVIDIA CORP (NVDA) - 1.76% |
| #2 | TESLA INC (TSLA) - 18.34% | CISCO SYSTEMS INC (CSCO) - 1.73% |
| #3 | THE HOME DEPOT INC (HD) - 5.26% | MICROSOFT CORP (MSFT) - 1.65% |
| #4 | TJX COMPANIES INC (TJX) - 3.95% | EXXON MOBIL CORP (XOM) - 1.57% |
| #5 | MCDONALD'S CORP (MCD) - 3.80% | DUKE ENERGY CORP (DUK) - 1.54% |
| #6 | BOOKING HOLDINGS INC (BKNG) - 3.10% | CHUBB LTD (CB) - 1.52% |
| #7 | LOWE'S COMPANIES INC (LOW) - 2.90% | SOUTHERN CO (SO) - 1.51% |
| #8 | STARBUCKS CORP (SBUX) - 2.75% | AMPHENOL CORP CLASS A (APH) - 1.48% |
| #9 | O'REILLY AUTOMOTIVE INC (ORLY) - 1.84% | VERIZON COMMUNICATIONS INC (VZ) - 1.48% |
| #10 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.79% | WASTE MANAGEMENT INC (WM) - 1.45% |
| #11 | ROSS STORES INC (ROST) - 1.69% | MOTOROLA SOLUTIONS INC (MSI) - 1.45% |
| #12 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.65% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.44% |
| #13 | GENERAL MOTORS CO (GM) - 1.58% | JOHNSON & JOHNSON (JNJ) - 1.43% |
| #14 | ROYAL CARIBBEAN GROUP (RCL) - 1.53% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.38% |
| #15 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.43% | MCKESSON CORP (MCK) - 1.35% |
| #16 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.36% | CONSOLIDATED EDISON INC (ED) - 1.33% |
| #17 | AUTOZONE INC (AZO) - 1.35% | CENCORA INC (COR) - 1.31% |
| #18 | CARVANA CO CLASS A (CVNA) - 1.23% | WASTE CONNECTIONS INC (WCN) - 1.28% |
| #19 | NIKE INC CLASS B (NKE) - 1.18% | REPUBLIC SERVICES INC (RSG) - 1.27% |
| #20 | EBAY INC (EBAY) - 1.09% | MCDONALD'S CORP (MCD) - 1.25% |
| #21 | FORD MOTOR CO (F) - 1.05% | COCA-COLA CO (KO) - 1.20% |
| #22 | YUM BRANDS INC (YUM) - 0.98% | MERCK & CO INC (MRK) - 1.19% |
| #23 | CHIPOTLE MEXICAN GRILL INC (CMG) - 0.97% | NEWMONT CORP (NEM) - 1.17% |
| #24 | D.R. HORTON INC (DHI) - 0.91% | MASTERCARD INC CLASS A (MA) - 1.17% |
| #25 | GARMIN LTD (GRMN) - 0.88% | TJX COMPANIES INC (TJX) - 1.16% |
| Total Holdings | 51 | 174 |
XLY vs USMV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLY
+3.84%
USMV
+1.05%
3M
Winner
XLY
+2.06%
USMV
-0.33%
6M
XLY
-0.18%
Winner
USMV
+0.76%
1Y
Winner
XLY
+12.22%
USMV
+3.38%
5Y(CAGR)
Winner
XLY
+8.13%
USMV
+7.59%
10Y(CAGR)
Winner
XLY
+12.77%
USMV
+9.80%
Max(CAGR)
XLY
+9.60%
Winner
USMV
+11.53%
XLY vs USMV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLY | USMV |
|---|---|---|
| 2026 | +0.14% | +1.31% |
| 2025 | +8.79% | +7.81% |
| 2024 | +27.69% | +15.30% |
| 2023 | +40.48% | +10.24% |
| 2022 | -38.05% | -8.86% |
| 2021 | +29.02% | +22.56% |
| 2020 | +28.11% | +5.60% |
| 2019 | +27.43% | +28.82% |
| 2018 | +0.07% | +1.39% |
| 2017 | +22.10% | +18.60% |
| 2016 | +7.82% | +11.96% |
| 2015 | +10.71% | +5.37% |
| 2014 | +9.97% | +17.49% |
| 2013 | +39.82% | +22.60% |
| 2012 | +22.56% | +10.87% |
| 2011 | +4.76% | +5.67% |
| 2010 | +26.49% | N/A |
| 2009 | +33.87% | N/A |
| 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 USMV Drawdown Comparison
The maximum drawdown for XLY was -59.05%, occurring on Mar 9, 2009. Recovery took 921 trading sessions.
The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current XLY drawdown is -4.82%. The current USMV drawdown is -3.00%.
| Rank | XLY | USMV |
|---|---|---|
| #1 | -59.05% Jun 4, 2007 - Jan 27, 2011 | -33.10% Feb 14, 2020 - Jan 8, 2021 |
| #2 | -39.67% Nov 19, 2021 - Nov 6, 2024 | -17.92% Dec 29, 2021 - Jan 2, 2024 |
| #3 | -33.91% Feb 20, 2020 - Jun 8, 2020 | -12.69% Sep 21, 2018 - Feb 15, 2019 |
| #4 | -31.54% Mar 19, 2002 - Nov 7, 2003 | -9.50% Aug 17, 2015 - Dec 29, 2015 |
| #5 | -31.53% Apr 11, 2000 - Mar 15, 2002 | -9.36% Feb 28, 2025 - May 19, 2025 |
| #6 | -26.02% Dec 17, 2024 - Sep 12, 2025 | -9.17% Jan 26, 2018 - Jul 25, 2018 |
| #7 | -22.12% Dec 31, 1999 - Apr 11, 2000 | -7.31% Jul 22, 2016 - Feb 13, 2017 |
| #8 | -21.36% Sep 20, 2018 - Apr 4, 2019 | -7.14% Dec 29, 2015 - Mar 3, 2016 |
| #9 | -18.42% Jul 7, 2011 - Jan 19, 2012 | -6.86% Nov 26, 2024 - Feb 28, 2025 |
| #10 | -15.84% Nov 25, 2015 - Jul 11, 2016 | -6.64% May 15, 2013 - Sep 18, 2013 |
| #11 | -14.98% Jan 12, 2026 - Mar 30, 2026 | -6.46% Feb 27, 2026 - Mar 27, 2026 |
| #12 | -12.72% Dec 30, 2004 - Sep 25, 2006 | -6.03% Sep 2, 2021 - Nov 3, 2021 |
| #13 | -11.45% Aug 4, 2015 - Oct 26, 2015 | -5.94% Oct 5, 2012 - Jan 10, 2013 |
| #14 | -10.80% Apr 5, 2004 - Oct 28, 2004 | -5.38% Nov 11, 2011 - Dec 6, 2011 |
| #15 | -10.03% Feb 8, 2021 - Apr 5, 2021 | -5.13% Dec 31, 2013 - Feb 18, 2014 |
Correlation
Correlation between XLY and USMV 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 USMV dividend yield comparison.
| Year | XLY | USMV |
|---|---|---|
| 2026 | 0.18% | 0.41% |
| 2025 | 0.79% | 1.49% |
| 2024 | 0.72% | 1.67% |
| 2023 | 0.78% | 1.82% |
| 2022 | 1.00% | 1.62% |
| 2021 | 0.53% | 1.26% |
| 2020 | 0.82% | 1.81% |
| 2019 | 1.28% | 1.88% |
| 2018 | 1.34% | 2.12% |
| 2017 | 1.20% | 1.77% |
| 2016 | 1.71% | 2.22% |
| 2015 | 1.43% | 2.02% |
| 2014 | 1.31% | 1.88% |
| 2013 | 1.16% | 2.18% |
| 2012 | 1.60% | 1.96% |
| 2011 | 1.56% | 0.29% |
| 2010 | 1.32% | 0.00% |
| 2009 | 1.52% | 0.00% |
| 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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