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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

XLY vs XRT: how they differ

XLY and XRT hold 10% of their weight in the same names, and XRT returned more over the year.

State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF and State Street(R) SPDR(R) S&P(R) Retail ETF.

What they hold in common

By the books each fund has filed, XLY and XRT hold 10% of their money in the same securities at the same weight.

Positions XLY and XRT both hold, largest shared weight first
HoldingXLYXRT
O'Reilly Automotive Inc1.90%1.38%
Amazon.com Inc22.24%1.35%
AutoZone Inc1.31%1.39%
Ross Stores Inc1.71%1.24%
eBay Inc1.24%1.42%
TJX Cos Inc/The3.93%1.22%
Carvana Co1.17%1.32%
Ulta Beauty Inc0.49%1.30%
Tractor Supply Co0.41%1.39%
Best Buy Co Inc0.37%1.36%
Largest positions each one holds and the other does not
Only in XLYOnly in XRT
Tesla Inc 19.66%Groupon Inc 1.78%
Home Depot Inc/The 5.83%RealReal Inc/The 1.75%
McDonald's Corp 4.16%Bath & Body Works Inc 1.73%
Booking Holdings Inc 3.44%Warby Parker Inc 1.64%
Lowe's Cos Inc 3.08%Upbound Group Inc 1.59%
Starbucks Corp 2.90%Coupang Inc 1.55%
Marriott International Inc/MD 2.02%Maplebear Inc 1.55%
Royal Caribbean Cruises Ltd 1.97%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.

XLY and XRT on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
XLY
State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
XRT
State Street(R) SPDR(R) S&P(R) Retail ETF
Where it sitsCore index fundCore index fund
IssuerState StreetState Street
What it isConsumer discretionarySPDR S&P Retail
Total return, 1 year−4.1%−3.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−21.6 pts−20.6 pts
Expense ratio0.08%0.35%
Already in the S&P 500100.0%22.5%
Holdings4775

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.

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. The prospectus expense ratio is 0.35% a year. 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, XLY or XRT?
In the year to Sep 12, 2026, with distributions reinvested, XLY returned −4.1% and XRT returned −3.0%, so XRT returned more. One year is one year; the longer windows are in the table.
Which is cheaper, XLY or XRT?
XLY charges 0.08% a year and XRT charges 0.35%, so XLY is cheaper. Fees come from each fund's prospectus.
How much do XLY and XRT overlap with the S&P 500?
By their latest filed holdings, 100% of XLY and 22% of XRT by weight is stocks the S&P 500 already holds. Between the two funds, 10% 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.

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

A comparison is not a recommendation. Standards and sources