Which returned more over the last year, XLY or XOP?

In the year to Sep 12, 2026, with distributions reinvested, XLY returned −4.1% and XOP returned +52.4%, so XOP returned more. One year is one year; the longer windows are in the table.

Which is cheaper, XLY or XOP?

XLY charges 0.08% a year and XOP charges 0.35%, so XLY is cheaper. Fees come from each fund's prospectus.

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

ETFIQetfiq.com · independent ETF data

XLY vs XOP: how they differ

XLY and XOP hold 0% of their weight in the same names, and XOP returned more over the year.

State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF and State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF.

What they hold in common

By the books each fund has filed, XLY and XOP hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in XLY	Only in XOP
Amazon.com Inc 22.24%	Texas Pacific Land Corp 3.17%
Tesla Inc 19.66%	PBF Energy Inc 2.91%
Home Depot Inc/The 5.83%	Delek US Holdings Inc 2.81%
McDonald's Corp 4.16%	Expand Energy Corp 2.80%
TJX Cos Inc/The 3.93%	CNX Resources Corp 2.78%
Booking Holdings Inc 3.44%	EQT Corp 2.75%
Lowe's Cos Inc 3.08%	Valero Energy Corp 2.75%
Starbucks Corp 2.90%	Antero Resources Corp 2.68%

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.

XLY and XOP on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	XLY State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	XOP State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF
Where it sits	Core index fund	Core index fund
Issuer	State Street	State Street
What it is	Consumer discretionary	SPDR S&P Oil & Gas Exploration & Production
Total return, 1 year	−4.1%	+52.4%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−21.6 pts	+34.9 pts
Expense ratio	0.08%	0.35%
Holdings	47	51

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.

XOP in plain words

XOP is a commodity fund tracking the SPDR S&P Oil & Gas Exploration & Production. Over the year to Sep 11, 2026 it returned +52.4% 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. It sat 26.8% below its high of Jun 23, 2014 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, XLY or XOP?: In the year to Sep 12, 2026, with distributions reinvested, XLY returned −4.1% and XOP returned +52.4%, so XOP returned more. One year is one year; the longer windows are in the table.
Which is cheaper, XLY or XOP?: XLY charges 0.08% a year and XOP charges 0.35%, so XLY is cheaper. Fees come from each fund's prospectus.

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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.

XLY against XOP, 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, XLY against XOP, data as of Sep 12, 2026. https://etfiq.com/compare/any/XLY-XOP Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources