Data as of Oct 28, 2026.

vsCompare their flowsaskIQ about these two fundsAsk the committee about these two funds
Across categories

EWT vs XLY: Differences, Returns & Fees

Share
Share on XDownload as PDF

Over the year to Oct 28, 2026, EWT returned +69.9% to XLY's −3.6%; 0% of their weight is in the same names.

askIQ about this page

askIQ about EWT and XLY

Net assets: $12.0bn on Oct 28, 2026 for iShares MSCI Taiwan ETF, and $22.4bn on Oct 27, 2026 for State Street Consumer Discretionary Select Sector SPDR ETF.

At a glance
+69.9%
EWT total return, 1 year
−3.6%
XLY total return, 1 year
0.59%
EWT expense ratio
0.08%
XLY expense ratio

Pair scorecard

XLY costs 0.51 points a year less; their one-year returns differ by 73.5 points; XLY is 1.9 times larger.

EWT vs XLY: Differences, Returns & Fees
MeasureEWTXLY
Return
Total return, 1 year+69.9%−3.6%
Drawdown
Below its high7.7%, high on Oct 5, 20266.8%, high on Jan 12, 2026
Benchmark
What it tracksMSCI Taiwan 25/50 IndexConsumer Discretionary Select Sector Index
Cost and size
Expense ratio0.59%0.08%
Net assets, as of Oct 27, 2026$11.8bn$22.4bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund47.7%68.5%

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

What they share

0%

By the books each fund has filed, EWT 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 EWT XLY
Only in one fund ↓
Only in EWT
TAIWAN SEMICONDUCTOR MANUFACTURING 22.12%
MEDIATEK 6.03%
HON HAI PRECISION INDUSTRY 3.31%
DELTA ELECTRONICS 3.25%
ASE TECHNOLOGY HOLDING 2.86%
NAN YA PLASTICS CORP 2.54%
UNIMICRON TECHNOLOGY 2.04%
ELITE MATERIAL 1.88%
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

EWT iShares MSCI Taiwan ETF XLY State Street Consumer Discretionary Select Sector SPDR ETF
Where it sits Stock ETF Stock ETF
What it is Tracks the MSCI Taiwan Tracks an index of Consumer discretionary
Total return, 1 year +69.9% −3.6%
Its benchmark over the same days +16.3% (EEM) +13.6% (SPY)
Gap to its benchmark +53.6 pts vs EEM −17.2 pts vs SPY
Expense ratio 0.59% 0.08%
Already in the S&P 500 0.0% 99.9%
Holdings 79 48
Net assets, EWT as of Oct 28, 2026 and XLY as of Oct 27, 2026 $12.0bn $22.4bn

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

Alert

EWT and XLY flows, by email on Sundays.

One-click unsubscribe. See Privacy.

About each fund
EWT

EWT tracks the MSCI Taiwan. Over the year to Oct 28, 2026 it returned +69.9% with distributions reinvested, against +16.3% for its benchmark, the MSCI Emerging Markets Index. The prospectus expense ratio is 0.59% 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 79 positions, with the top ten at 47.7%. It sat 7.7% below its high of Oct 5, 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, EWT or XLY?
In the year to Oct 28, 2026, with distributions reinvested, EWT returned +69.9% and XLY −3.6%.
Which is cheaper, EWT or XLY?
XLY is cheaper, by 0.51 percentage points a year. That is about $51 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do EWT and XLY overlap with the S&P 500?
By their latest filed holdings, 0% of EWT and 100% of XLY by weight is stocks the S&P 500 already holds.
Other comparisons
Cite this pageCitation, APA and Markdown

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

Open data →

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