XRT vs CAML

Comparison between STATE STREET(R) SPDR(R) S&P(R) RETAIL ETF (XRT, ETF) and CONGRESS LARGE CAP GROWTH ETF (CAML, ETF).

XRT vs CAML - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XRT(ETF)	CAML(ETF)
Net Assets	$381M	$381M
Expense Ratio	0.35%	0.65%
Max Drawdown	66.23%	21.06%
Sharpe Ratio	0.47	0.31
5Y Beta	0.94	1.09
P/E Ratio	21.65	40.63
Forward P/E	14.38	29.19
PEG Ratio	N/A	0.49
5Y Dividends CAGR	3.16%	N/A
5Y EPS CAGR	8.40%	32.03%
Debt to Equity	11.71%	21.30%
P/S Ratio	0.47	8.02
P/B Ratio	2.54	10.80

Net Assets

XRT

$381M

CAML

$381M

Expense Ratio

Winner

XRT

0.35%

CAML

0.65%

Max Drawdown

XRT

66.23%

Winner

CAML

21.06%

Sharpe Ratio

Winner

XRT

0.47

CAML

0.31

5Y Beta

Winner

XRT

0.94

CAML

1.09

P/E Ratio

Winner

XRT

21.65

CAML

40.63

Forward P/E

Winner

XRT

14.38

CAML

29.19

PEG Ratio

XRT

N/A

CAML

0.49

5Y Dividends CAGR

XRT

3.16%

CAML

N/A

5Y EPS CAGR

XRT

8.40%

Winner

CAML

32.03%

Debt to Equity

Winner

XRT

11.71%

CAML

21.30%

P/S Ratio

Winner

XRT

0.47

CAML

8.02

P/B Ratio

Winner

XRT

2.54

CAML

10.80

XRT vs CAML - Holdings Comparison

XRT and CAML have 5 common holdings. Overlap is 4.89%

XRT's top 25 holdings weight is 38.08%. CAML's top 25 holdings weight is 77.17%.

Rank	XRT	CAML
#1	GROUPON INC (GRPN) - 1.78%	NVIDIA CORP (NVDA) - 7.33%
#2	THE REALREAL INC (REAL) - 1.75%	APPLE INC (AAPL) - 5.61%
#3	BATH & BODY WORKS INC (BBWI) - 1.73%	MICROSOFT CORP (MSFT) - 4.59%
#4	n/a (WRBY) - 1.64%	ALPHABET INC CLASS A (GOOGL) - 4.57%
#5	UPBOUND GROUP INC (UPBD) - 1.59%	BROADCOM INC (AVGO) - 4.01%
#6	MAPLEBEAR INC (CART) - 1.55%	GE VERNOVA INC (GEV) - 4.00%
#7	COUPANG INC ORDINARY SHARES CLASS A (CPNG) - 1.55%	AMPHENOL CORP CLASS A (APH) - 3.34%
#8	REVOLVE GROUP INC CLASS A (RVLV) - 1.52%	ARISTA NETWORKS INC (ANET) - 2.82%
#9	MARINEMAX INC (HZO) - 1.52%	MONGODB INC CLASS A (MDB) - 2.74%
#10	VICTORIA'S SECRET & CO (VSXY) - 1.52%	HOWMET AEROSPACE INC (HWM) - 2.72%
#11	KOHL'S CORP (KSS) - 1.51%	META PLATFORMS INC CLASS A (META) - 2.66%
#12	PRICESMART INC (PSMT) - 1.51%	WELLTOWER INC (WELL) - 2.65%
#13	ETSY INC (ETSY) - 1.48%	THE GOLDMAN SACHS GROUP INC (GS) - 2.58%
#14	DOLLAR TREE INC (DLTR) - 1.48%	VISA INC CLASS A (V) - 2.54%
#15	VALVOLINE INC (VVV) - 1.47%	ARM HOLDINGS PLC ADR (ARM) - 2.54%
#16	WINMARK CORP (WINA) - 1.47%	EATON CORP PLC (ETN) - 2.50%
#17	CARMAX INC (KMX) - 1.47%	ASML HOLDING NV ADR (ASML) - 2.46%
#18	GROCERY OUTLET HOLDING CORP (GO) - 1.46%	AMAZON.COM INC (AMZN) - 2.33%
#19	THREDUP INC ORDINARY SHARES CLASS A (TDUP) - 1.46%	COSTCO WHOLESALE CORP (COST) - 2.27%
#20	NATIONAL VISION HOLDINGS INC (EYE) - 1.46%	INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 2.25%
#21	SALLY BEAUTY HOLDINGS INC (SBH) - 1.46%	WILLIAMS COMPANIES INC (WMB) - 2.22%
#22	DICK'S SPORTING GOODS INC (DKS) - 1.43%	PARKER HANNIFIN CORP (PH) - 2.20%
#23	ABERCROMBIE & FITCH CO CLASS A (ANF) - 1.43%	ECOLAB INC (ECL) - 2.18%
#24	ADVANCE AUTO PARTS INC (AAP) - 1.42%	HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.13%
#25	EBAY INC (EBAY) - 1.42%	O'REILLY AUTOMOTIVE INC (ORLY) - 1.93%
Total Holdings	76	42

XRT vs CAML - Historical Returns

Returns include dividend reinvestment.

Period	XRT	CAML
1 month	+3.45%	-0.72%
3 months	+1.67%	+3.03%
6 months	-1.66%	+4.98%
1 year	+10.92%	+7.48%
5 years(CAGR)	-0.14%	N/A
10 years(CAGR)	+8.78%	N/A
Max(CAGR)	+9.51%	+17.30%

Winner

XRT

+3.45%

CAML

-0.72%

XRT

+1.67%

Winner

CAML

+3.03%

XRT

-1.66%

Winner

CAML

+4.98%

Winner

XRT

+10.92%

CAML

+7.48%

5Y(CAGR)

XRT

-0.14%

CAML

N/A

10Y(CAGR)

XRT

+8.78%

CAML

N/A

Max(CAGR)

XRT

+9.51%

Winner

CAML

+17.30%

XRT vs CAML - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	XRT	CAML
2026	+3.48%	+4.00%
2025	+8.37%	+12.46%
2024	+11.87%	+24.65%
2023	+22.39%	+10.13%
2022	-32.60%	N/A
2021	+44.39%	N/A
2020	+43.03%	N/A
2019	+12.53%	N/A
2018	-9.69%	N/A
2017	+3.67%	N/A
2016	+3.96%	N/A
2015	-8.22%	N/A
2014	+10.68%	N/A
2013	+41.11%	N/A
2012	+20.74%	N/A
2011	+8.95%	N/A
2010	+36.05%	N/A
2009	+70.36%	N/A
2008	-37.25%	N/A
2007	-17.26%	N/A
2006	+9.62%	N/A

XRT vs CAML Drawdown Comparison

The maximum drawdown for XRT was -65.82%, occurring on Nov 20, 2008. Recovery took 722 trading sessions.

The maximum drawdown for CAML was -21.06%, occurring on Apr 8, 2025. Recovery took 95 trading sessions.

The current XRT drawdown is -8.34%. The current CAML drawdown is -2.28%.

Rank	XRT	CAML
#1	-65.82% Jun 1, 2007 - Apr 14, 2010	-21.06% Feb 10, 2025 - Jun 27, 2025
#2	-47.00% Aug 23, 2018 - Aug 10, 2020	-14.86% Oct 29, 2025 - May 28, 2026
#3	-44.57% Nov 16, 2021 - Sep 30, 2022	-9.71% Jul 16, 2024 - Sep 19, 2024
#4	-24.17% Jul 16, 2015 - Jun 7, 2018	-9.04% Sep 1, 2023 - Nov 14, 2023
#5	-22.20% Jul 7, 2011 - Feb 3, 2012	-6.33% Mar 21, 2024 - May 15, 2024
#6	-21.95% Apr 26, 2010 - Nov 5, 2010	-5.78% Dec 4, 2024 - Feb 10, 2025
#7	-16.54% Jan 27, 2021 - Mar 10, 2021	-5.55% Jun 2, 2026 - Jun 10, 2026
#8	-12.36% Nov 27, 2013 - Jul 3, 2014	-3.08% Oct 8, 2025 - Oct 24, 2025
#9	-10.65% Mar 12, 2021 - May 3, 2021	-3.05% Oct 18, 2024 - Nov 6, 2024
#10	-10.08% Mar 26, 2012 - Sep 6, 2012	-3.04% Nov 12, 2024 - Nov 26, 2024
#11	-9.18% Oct 15, 2020 - Nov 16, 2020	-2.72% Dec 19, 2023 - Jan 10, 2024
#12	-9.14% Jul 1, 2021 - Nov 3, 2021	-2.49% May 15, 2024 - Jun 10, 2024
#13	-9.04% May 12, 2011 - Jul 1, 2011	-2.11% Feb 9, 2024 - Feb 22, 2024
#14	-8.66% Sep 2, 2020 - Oct 7, 2020	-2.05% Aug 12, 2025 - Aug 28, 2025
#15	-8.45% Feb 20, 2007 - Apr 9, 2007	-1.92% Jul 30, 2025 - Aug 6, 2025

Correlation

Correlation between XRT and CAML is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2006 - 2026)

XRT vs CAML dividend yield comparison.

Year	XRT	CAML
2026	0.45%	0.00%
2025	0.77%	0.00%
2024	1.52%	0.06%
2023	1.40%	0.15%
2022	2.15%	0.00%
2021	1.55%	0.00%
2020	1.01%	0.00%
2019	1.57%	0.00%
2018	1.51%	0.00%
2017	1.52%	0.00%
2016	1.36%	0.00%
2015	1.30%	0.00%
2014	0.74%	0.00%
2013	0.60%	0.00%
2012	1.66%	0.00%
2011	0.95%	0.00%
2010	0.99%	0.00%
2009	1.35%	0.00%
2008	2.60%	0.00%
2007	0.44%	0.00%
2006	0.20%	0.00%