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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

SDY vs XRT: how they differ

SDY and XRT hold 3% of their weight in the same names, and SDY returned more over the year.

State Street(R) SPDR(R) S&P(R) Dividend ETF and State Street(R) SPDR(R) S&P(R) Retail ETF.

What they hold in common

By the books each fund has filed, SDY and XRT hold 3% of their money in the same securities at the same weight.

Positions SDY and XRT both hold, largest shared weight first
HoldingSDYXRT
Target Corp1.55%1.38%
Best Buy Co Inc0.69%1.36%
Walmart Inc0.29%1.27%
Costco Wholesale Corp0.20%1.29%
Casey's General Stores Inc0.13%1.17%
Largest positions each one holds and the other does not
Only in SDYOnly in XRT
Verizon Communications Inc 2.15%Groupon Inc 1.78%
Realty Income Corp 2.14%RealReal Inc/The 1.75%
Kenvue Inc 1.76%Bath & Body Works Inc 1.73%
Kimberly-Clark Corp 1.75%Warby Parker Inc 1.64%
AbbVie Inc 1.63%Upbound Group Inc 1.59%
QUALCOMM Inc 1.57%Coupang Inc 1.55%
Texas Instruments Inc 1.56%Maplebear Inc 1.55%
Automatic Data Processing Inc 1.54%Revolve Group Inc 1.52%

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.

SDY and XRT on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
SDY
State Street(R) SPDR(R) S&P(R) Dividend ETF
XRT
State Street(R) SPDR(R) S&P(R) Retail ETF
Where it sitsCore index fundCore index fund
IssuerState StreetState Street
What it isSPDR S&P DividendSPDR S&P Retail
Total return, 1 year+11.0%−3.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−6.5 pts−20.6 pts
Expense ratio0.35%0.35%
Already in the S&P 50084.6%22.5%
Holdings15575

SDY in plain words

SDY is an index equity fund tracking the SPDR S&P Dividend. Over the year to Sep 11, 2026 it returned +11.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings filed for Jun 30, 2026, 85% of the fund by weight is stocks the S&P 500 also holds, across 155 positions, with the top ten at 17.1%. It sat 3.9% below its high of Aug 24, 2026 on Sep 11, 2026.

XRT in plain words

XRT is an index equity fund tracking the SPDR S&P Retail. Over the year to Sep 11, 2026 it returned −3.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. By its holdings filed for Jun 30, 2026, 22% of the fund by weight is stocks the S&P 500 also holds, across 75 positions, with the top ten at 16.1%. It sat 12.2% below its high of Nov 16, 2021 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, SDY or XRT?
In the year to Sep 12, 2026, with distributions reinvested, SDY returned +11.0% and XRT returned −3.0%, so SDY returned more. One year is one year; the longer windows are in the table.
Which is cheaper, SDY or XRT?
SDY charges 0.35% a year and XRT charges 0.35%, so SDY is cheaper. Fees come from each fund's prospectus.
How much do SDY and XRT overlap with the S&P 500?
By their latest filed holdings, 85% of SDY and 22% of XRT by weight is stocks the S&P 500 already holds. Between the two funds, 3% 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.

SDY against XRT, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, SDY against XRT, data as of Sep 12, 2026. https://etfiq.com/compare/any/SDY-XRT Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources