XLE vs XLY
State Street Energy Select Sector SPDR ETF vs State Street Consumer Discretionary Select Sector SPDR ETF
Last updated: 2026-04-10
State Street Energy Select Sector SPDR ETF (XLE) is an exchange-traded fund issued by SPDR that provides exposure to us sector - energy securities. It charges a low expense ratio of 0.08%. The fund offers an attractive dividend yield of 2.62%. Launched in 1998, the fund has a 28-year track record.
State Street Consumer Discretionary Select Sector SPDR ETF (XLY) is an exchange-traded fund issued by SPDR that provides exposure to us sector - consumer discretionary securities. It charges a low expense ratio of 0.08%. The fund offers a modest dividend yield of 0.79%. Launched in 1998, the fund has a 28-year track record.
Quick Verdict
Over the past year, XLE has significantly outperformed with a 47.9% return vs 19.8%. Income investors may prefer XLE for its higher yield (2.6% vs 0.8%).
Key Metrics
Performance Chart
Indexed to 100 at start (5-year comparison)
Performance Comparison
Fee Impact Over Time
Estimated fee cost difference assuming 8% annual returns
Risk Metrics
Based on 5 years of daily returns
Dividend Comparison
Top Holdings
0 of top 10 holdings overlap (0% overlap in top holdings)
XLE Top Holdings
| Name | Weight |
|---|---|
| Exxon Mobil CorporationXOM | 23.09% |
| Chevron CorporationCVX | 17.03% |
| ConocoPhillipsCOP | 7.23% |
| SLB N.V.SLB | 4.33% |
| The Williams Companies, Inc.WMB | 4.30% |
| EOG Resources, Inc.EOG | 4.21% |
| Valero Energy CorporationVLO | 4.08% |
| Marathon Petroleum CorporationMPC | 3.82% |
| Phillips 66PSX | 3.78% |
| Kinder Morgan, Inc.KMI | 3.60% |
XLY Top Holdings
| Name | Weight |
|---|---|
| Amazon.com, Inc.AMZN | 24.60% |
| Tesla, Inc.TSLA | 17.23% |
| The Home Depot, Inc.HD | 5.97% |
| The TJX Companies, Inc.TJX | 4.40% |
| McDonald's CorporationMCD | 4.37% |
| Booking Holdings Inc.BKNG | 3.57% |
| Lowe's Companies, Inc.LOW | 3.35% |
| Starbucks CorporationSBUX | 2.71% |
| O'Reilly Automotive, Inc.ORLY | 1.92% |
| Marriott International, Inc.MAR | 1.88% |
Which One Should You Choose?
Choose XLE if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.
Choose XLE if...
you prioritize dividend income and want higher regular distributions from your portfolio.