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

In the year to Oct 28, 2026, with distributions reinvested, ACWI returned +13.4% and XLY −3.6%.

Which is cheaper, ACWI or XLY?

XLY is cheaper, by 0.24 percentage points a year. That is about $24 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do ACWI and XLY overlap with the S&P 500?

By their latest filed holdings, 61% of ACWI and 100% of XLY by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

ACWI vs XLY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, ACWI returned +13.4% to XLY's −3.6%; 6% of their weight is in the same names.

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Net assets: $33.0bn on Oct 28, 2026 for iShares MSCI ACWI ETF, and $22.4bn on Oct 27, 2026 for State Street Consumer Discretionary Select Sector SPDR ETF.

ACWI on its own →XLY on its own →

At a glance

+13.4%

ACWI total return, 1 year

−3.6%

XLY total return, 1 year

0.32%

ACWI expense ratio

0.08%

XLY expense ratio

Pair scorecard

XLY costs 0.24 points a year less; their one-year returns differ by 17.0 points; ACWI is 1.5 times larger.

ACWI vs XLY: Differences, Returns & Fees
Measure	ACWI	XLY
Return
Measure	ACWI	XLY
Total return, 1 year	+13.4%	−3.6%
Drawdown
Measure	ACWI	XLY
Below its high		6.8%, high on Jan 12, 2026
Benchmark
Measure	ACWI	XLY
What it tracks	MSCI ACWI	Consumer Discretionary Select Sector Index
Cost and size
Measure	ACWI	XLY
Expense ratio	0.32%	0.08%
Net assets, as of Oct 26, 2026	$32.6bn	$22.1bn
Holdings
Measure	ACWI	XLY
Holdings in common	6%
Top ten holdings, share of the fund	24.9%	68.5%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, ACWI and XLY hold 6% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

6% in common

Positions both hold · largest shared weight first ACWI XLY

AMAZON.COM INC 2.39% 22.43%

TESLA INC 1.14% 19.15%

HOME DEPOT 0.31% 5.30%

MCDONALDS CORP 0.17% 4.31%

TJX 0.15% 4.07%

STARBUCKS CORP 0.12% 3.09%

BOOKING HOLDINGS 0.11% 2.97%

LOWES COMPANIES INC 0.11% 2.92%

HILTON WORLDWIDE HOLDINGS 0.08% 2.04%

MARRIOTT INTERNATIONAL CLASS A 0.08% 2.19%

AIRBNB CLASS A 0.07% 1.86%

GENERAL MOTORS 0.07% 1.86%

Only in one fund ↓

Only in ACWI

APPLE 4.97%

NVIDIA 4.89%

MICROSOFT 3.66%

ALPHABET CLASS A 1.83%

TAIWAN SEMICONDUCTOR MANUFACTURING 1.77%

BROADCOM INC 1.51%

ALPHABET CLASS C 1.44%

META PLATFORMS CLASS A 1.33%

Only in XLY

HASBRO INC 0.44%

RALPH LAUREN CORP 0.39%

LULULEMON ATHLETICA INC 0.29%

DOMINO S PIZZA INC 0.27%

APTIV PLC 0.24%

NORWEGIAN CRUISE LINE HOLDIN 0.19%

WYNN RESORTS LTD 0.14%

MGM RESORTS INTERNATIONAL 0.13%

Check overlap with more funds →

Side by side

ACWI iShares MSCI ACWI ETF XLY State Street Consumer Discretionary Select Sector SPDR ETF

Where it sits Stock ETF Stock ETF

Issuer iShares State Street

What it is Tracks the MSCI ACWI Tracks an index of Consumer discretionary

Total return, 1 year +13.4% −3.6%

Its benchmark over the same days not measured +13.6% (SPY)

Gap to its benchmark not measured −17.2 pts vs SPY

Expense ratio 0.32% 0.08%

Already in the S&P 500 60.9% 99.9%

Holdings 2197 48

Net assets, ACWI as of Oct 28, 2026 and XLY as of Oct 27, 2026 $33.0bn $22.4bn

ACWI and XLY on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

ACWI

ACWI tracks the MSCI ACWI. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. The prospectus expense ratio is 0.32% a year. By its holdings published by its issuer for Oct 27, 2026, 61% of the fund by weight is stocks the S&P 500 also holds, across 2,197 positions, with the top ten at 24.9%.

XLY

XLY tracks an index of Consumer discretionary. Over the year to Oct 28, 2026 it returned −3.6% with distributions reinvested, against +13.6% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 48 positions, with the top ten at 68.5%. It sat 6.8% below its high of Jan 12, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, ACWI or XLY?: In the year to Oct 28, 2026, with distributions reinvested, ACWI returned +13.4% and XLY −3.6%.
Which is cheaper, ACWI or XLY?: XLY is cheaper, by 0.24 percentage points a year. That is about $24 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do ACWI and XLY overlap with the S&P 500?: By their latest filed holdings, 61% of ACWI and 100% of XLY by weight is stocks the S&P 500 already holds.

Other comparisons

ACWI vs XHB ACWI vs XRT ACWI vs XLV ACWI vs XOP VT vs XLY URTH vs XLY IDEV vs XLY VGK vs XLY

Where to next

ACWI on its own →XLY on its own →Hold both: look the portfolio through →Rankings →ACWI dividend history →ACWI holdings →XLY dividend history →XLY holdings →Standards and sources →

Sources and dates

ACWI filings on SEC EDGAR ↗

ACWI prospectus with the expense ratio (SEC) ↗

iShares page for ACWI ↗

XLY filings on SEC EDGAR ↗

XLY prospectus with the expense ratio (SEC) ↗

State Street website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, ACWI against XLY, data as of Oct 28, 2026. https://etfiq.com/compare/any/acwi-vs-xly

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.