Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
EWJ vs XLY: how they differ
EWJ and XLY hold 0% of their weight in the same names, and EWJ returned more over the year.
iShares MSCI Japan ETF and State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF.
What they hold in common
By the books each fund has filed, EWJ and XLY hold 0% of their money in the same securities at the same weight.
| Only in EWJ | Only in XLY |
|---|---|
| Mitsubishi UFJ Financial Group, Inc. 4.08% | Amazon.com Inc 22.24% |
| TOYOTA MOTOR CORPORATION 3.45% | Tesla Inc 19.66% |
| SoftBank Group Corp. 3.37% | Home Depot Inc/The 5.83% |
| Tokyo Electron Limited 2.90% | McDonald's Corp 4.16% |
| Hitachi, Ltd. 2.86% | TJX Cos Inc/The 3.93% |
| Sumitomo Mitsui Financial Group, Inc. 2.58% | Booking Holdings Inc 3.44% |
| Sony Group Corporation 2.56% | Lowe's Cos Inc 3.08% |
| ADVANTEST CORPORATION 2.41% | Starbucks Corp 2.90% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.
| EWJ iShares MSCI Japan ETF | XLY State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | State Street |
| What it is | MSCI Japan | Consumer discretionary |
| Total return, 1 year | +26.5% | −4.1% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +9.0 pts | −21.6 pts |
| Expense ratio | 0.49% | 0.08% |
| Already in the S&P 500 | 0.0% | 100.0% |
| Holdings | 179 | 47 |
EWJ in plain words
EWJ is an index equity fund tracking the MSCI Japan. Over the year to Sep 11, 2026 it returned +26.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.49% a year. By its holdings filed for May 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 179 positions, with the top ten at 28.4%.
XLY in plain words
XLY is an index equity fund tracking the Consumer discretionary. Over the year to Sep 11, 2026 it returned −4.1% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 47 positions, with the top ten at 69.2%. It sat 8.9% below its high of Jan 12, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, EWJ or XLY?
- In the year to Sep 12, 2026, with distributions reinvested, EWJ returned +26.5% and XLY returned −4.1%, so EWJ returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, EWJ or XLY?
- EWJ charges 0.49% a year and XLY charges 0.08%, so XLY is cheaper. Fees come from each fund's prospectus.
- How much do EWJ and XLY overlap with the S&P 500?
- By their latest filed holdings, 0% of EWJ and 100% of XLY by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, EWJ against XLY, data as of Sep 12, 2026. https://etfiq.com/compare/any/EWJ-XLY Free to use with attribution; the underlying files are at Open data.
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