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XLY × SPY × 2/4

Side by side

XLYSPY
NameConsumer Discretionary Select Sector SPDR® FundState Street® SPDR® S&P 500® ETF Trust
Assets$21.96B$809.77B
Fee0.08%0.09%
Yield0.9%1.0%
Components47502
Top 10 weight68%39%
This year-5.0%+12.5%
1 year-2.6%+17.4%
3 years, yearly+12.9%+21.8%
5 years, yearly+4.5%+12.4%
10 years, yearly+11.8%+15.2%
Volatility, 3 years18.1%12.7%
Sharpe ratio, 3 years0.431.38

Green: the lowest fee and the best return in each row.

Returns

Total return; over three years and longer, a year on average.

This year

XLY -5.0%
SPY +12.5%

1 year

XLY -2.6%
SPY +17.4%

3 years

XLY +12.9%
SPY +21.8%

5 years

XLY +4.5%
SPY +12.4%

10 years

XLY +11.8%
SPY +15.2%

How much they overlap

For every company two funds both hold, the smaller of its two weights, added up: 100% would be the same portfolio.

9%  XLY and SPY

47 companies in both: 100% of XLY's holdings, 9% of SPY's.

AMZN 3.6%TSLA 1.5%HD 0.5%MCD 0.3%TJX 0.2%BKNG 0.2%LOW 0.2%SBUX 0.2%MAR 0.1%ROST 0.1%

Sectors

XLYSPY
Consumer Cyclicals99.1%8.6%
Technology1.2%41.1%
Financial Services–11.4%
Communication Services–10.3%
Healthcare–9.7%
Industrials–7.7%
Consumer Defensive–4.7%
Energy–3.8%
Utilities–2.0%
Real Estate–1.8%
Basic Materials–1.5%

From the market data provider's fund data. Returns are the funds' own and say nothing certain about future ones. None of this is advice.