XLI vs XLY
State Street Industrial Select Sector SPDR ETF vs State Street Consumer Discretionary Select Sector SPDR ETF
Last updated: 2026-04-10
State Street Industrial Select Sector SPDR ETF (XLI) is an exchange-traded fund issued by SPDR that provides exposure to us sector - industrials securities. It charges a low expense ratio of 0.08%. The fund offers a moderate dividend yield of 1.19%. 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, XLI has significantly outperformed with a 39.4% return vs 19.8%.
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)
XLI Top Holdings
| Name | Weight |
|---|---|
| Caterpillar Inc.CAT | 6.82% |
| GE AerospaceGE | 6.11% |
| RTX CorporationRTX | 5.08% |
| GE Vernova Inc.GEV | 4.86% |
| The Boeing CompanyBA | 3.22% |
| Deere & CompanyDE | 2.90% |
| Eaton Corporation plcETN | 2.90% |
| Honeywell International Inc.HON | 2.79% |
| Union Pacific CorporationUNP | 2.78% |
| Uber Technologies, Inc.UBER | 2.75% |
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 XLI if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.
Choose XLI if...
you prioritize dividend income and want higher regular distributions from your portfolio.