Data as of Oct 28, 2026.

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EMXC vs XLY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, EMXC returned +33.8% to XLY's −3.6%; 0% of their weight is in the same names.

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Net assets: $26.9bn on Oct 28, 2026 for iShares MSCI Emerging Markets ex China ETF, and $22.4bn on Oct 27, 2026 for State Street Consumer Discretionary Select Sector SPDR ETF.

At a glance
+33.8%
EMXC total return, 1 year
−3.6%
XLY total return, 1 year
0.25%
EMXC expense ratio
0.08%
XLY expense ratio

Pair scorecard

XLY costs 0.17 points a year less; their one-year returns differ by 37.4 points; EMXC is 1.2 times larger.

EMXC vs XLY: Differences, Returns & Fees
MeasureEMXCXLY
Return
Total return, 1 year+33.8%−3.6%
Drawdown
Below its high11.3%, high on Jun 22, 20266.8%, high on Jan 12, 2026
Benchmark
What it tracksMSCI Emerging Markets ex China IndexConsumer Discretionary Select Sector Index
Cost and size
Expense ratio0.25%0.08%
Net assets, as of Oct 27, 2026$26.4bn$22.4bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund42.2%68.5%

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

What they share

0%

By the books each fund has filed, EMXC and XLY hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first EMXC XLY
Only in one fund ↓
Only in EMXC
TAIWAN SEMICONDUCTOR MANUFACTURING 19.91%
SAMSUNG ELECTRONICS LTD 8.58%
SK HYNIX 6.12%
MEDIATEK 1.92%
SAMSUNG ELECTRONICS NON VOTING PRE 1.14%
HON HAI PRECISION INDUSTRY 1.02%
DELTA ELECTRONICS 0.99%
HDFC BANK 0.89%
Only in XLY
AMAZON.COM INC 22.43%
TESLA INC 19.15%
HOME DEPOT INC 5.30%
MCDONALD S CORP 4.31%
TJX COMPANIES INC 4.07%
STARBUCKS CORP 3.09%
BOOKING HOLDINGS INC 2.97%
LOWE S COS INC 2.92%
Check overlap with more funds →

Side by side

EMXC iShares MSCI Emerging Markets ex China ETF XLY State Street Consumer Discretionary Select Sector SPDR ETF
Where it sits Stock ETF Stock ETF
What it is Tracks the MSCI Emerging Markets ex China Tracks an index of Consumer discretionary
Total return, 1 year +33.8% −3.6%
Its benchmark over the same days +37.0% (KEMX) +13.6% (SPY)
Gap to its benchmark −3.2 pts vs KEMX −17.2 pts vs SPY
Expense ratio 0.25% 0.08%
Already in the S&P 500 0.0% 99.9%
Holdings 696 48
Net assets, EMXC as of Oct 28, 2026 and XLY as of Oct 27, 2026 $26.9bn $22.4bn

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

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About each fund
EMXC

EMXC tracks the MSCI Emerging Markets ex China. Over the year to Oct 28, 2026 it returned +33.8% with distributions reinvested, against +37.0% for its benchmark, the MSCI Emerging Markets ex China Index. The prospectus expense ratio is 0.25% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 696 positions, with the top ten at 42.2%. It sat 11.3% below its high of Jun 22, 2026 on Oct 28, 2026.

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, EMXC or XLY?
In the year to Oct 28, 2026, with distributions reinvested, EMXC returned +33.8% and XLY −3.6%.
Which is cheaper, EMXC or XLY?
XLY is cheaper, by 0.17 percentage points a year. That is about $17 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do EMXC and XLY overlap with the S&P 500?
By their latest filed holdings, 0% of EMXC and 100% of XLY by weight is stocks the S&P 500 already holds.
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ETFIQ, EMXC against XLY, data as of Oct 28, 2026. https://etfiq.com/compare/any/emxc-vs-xly

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