Data as of Oct 28, 2026.

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EWY vs XLY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, EWY returned +79.7% to XLY's −3.6%; 0% of their weight is in the same names.

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Net assets: $24.4bn on Oct 28, 2026 for iShares MSCI South Korea ETF, and $22.4bn on Oct 27, 2026 for State Street Consumer Discretionary Select Sector SPDR ETF.

At a glance
+79.7%
EWY total return, 1 year
−3.6%
XLY total return, 1 year
0.59%
EWY expense ratio
0.08%
XLY expense ratio

Pair scorecard

XLY costs 0.51 points a year less; their one-year returns differ by 83.3 points.

EWY vs XLY: Differences, Returns & Fees
MeasureEWYXLY
Return
Total return, 1 year+79.7%−3.6%
Drawdown
Below its high24.3%, high on Jun 18, 20266.8%, high on Jan 12, 2026
Benchmark
What it tracksMSCI Korea 25/50 Daily 25 Capped IndexConsumer Discretionary Select Sector Index
Cost and size
Expense ratio0.59%0.08%
Net assets, as of Oct 26, 2026$22.5bn$22.1bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund60.9%68.5%

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

What they share

0%

By the books each fund has filed, EWY 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 EWY XLY
Only in one fund ↓
Only in EWY
SAMSUNG ELECTRONICS LTD 23.14%
SK HYNIX 23.11%
SK SQUARE 2.78%
SAMSUNG ELECTRO MECHANICS LTD 2.67%
KB FINANCIAL GROUP 2.06%
SHINHAN FINANCIAL GROUP 1.54%
HYUNDAI MOTOR 1.51%
HANA FINANCIAL GROUP 1.39%
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

EWY iShares MSCI South Korea ETF XLY State Street Consumer Discretionary Select Sector SPDR ETF
Where it sits Stock ETF Stock ETF
What it is Tracks the MSCI South Korea Tracks an index of Consumer discretionary
Total return, 1 year +79.7% −3.6%
Its benchmark over the same days +16.3% (EEM) +13.6% (SPY)
Gap to its benchmark +63.4 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 78 48
Net assets, EWY as of Oct 28, 2026 and XLY as of Oct 27, 2026 $24.4bn $22.4bn

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

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About each fund
EWY

EWY tracks the MSCI South Korea. Over the year to Oct 28, 2026 it returned +79.7% 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 78 positions, with the top ten at 60.9%. It sat 24.3% below its high of Jun 18, 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, EWY or XLY?
In the year to Oct 28, 2026, with distributions reinvested, EWY returned +79.7% and XLY −3.6%.
Which is cheaper, EWY 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 EWY and XLY overlap with the S&P 500?
By their latest filed holdings, 0% of EWY and 100% of XLY by weight is stocks the S&P 500 already holds.
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ETFIQ, EWY against XLY, data as of Oct 28, 2026. https://etfiq.com/compare/any/ewy-vs-xly

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