XLP vs XLY
State Street Consumer Staples Select Sector SPDR ETF vs State Street Consumer Discretionary Select Sector SPDR ETF
Last updated: 2026-04-10
State Street Consumer Staples Select Sector SPDR ETF (XLP) is an exchange-traded fund issued by SPDR that provides exposure to us sector - consumer staples securities. It charges a low expense ratio of 0.08%. The fund offers an attractive dividend yield of 2.63%. 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, XLY has significantly outperformed with a 19.8% return vs 4.3%. Income investors may prefer XLP 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)
XLP Top Holdings
| Name | Weight |
|---|---|
| Walmart Inc.WMT | 12.01% |
| Costco Wholesale CorporationCOST | 9.72% |
| The Procter & Gamble CompanyPG | 7.23% |
| The Coca-Cola CompanyKO | 6.42% |
| Philip Morris International Inc.PM | 5.32% |
| Mondelez International, Inc.MDLZ | 4.79% |
| Altria Group, Inc.MO | 4.57% |
| PepsiCo, Inc.PEP | 4.57% |
| Colgate-Palmolive CompanyCL | 4.31% |
| Target CorporationTGT | 3.70% |
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 XLY if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.
Choose XLP if...
you prioritize dividend income and want higher regular distributions from your portfolio.