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Data as of Oct 28, 2026.

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XLI vs XLP: Differences, Returns & Fees

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Over the year to Oct 28, 2026, XLI returned +10.2% to XLP's +13.8%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $30.8bn for State Street Industrial Select Sector SPDR ETF and $14.6bn for State Street Consumer Staples Select Sector SPDR ETF.

XLI on its own →XLP on its own →
At a glance
+10.2%
XLI total return, 1 year
+13.8%
XLP total return, 1 year
0.08%
XLI expense ratio
0.08%
XLP expense ratio

Pair scorecard

Both cost 0.08% a year; their one-year returns differ by 3.6 points; XLI is 2.1 times larger.

Points (pts) are percentage points.

XLI vs XLP: Differences, Returns & Fees
MeasureXLIXLP
Return
Total return, 1 year+10.2%+13.8%
Drawdown
Below its high9.4%, high on Aug 14, 20263.5%, high on Oct 22, 2026
Benchmark
What it tracksIndustrial Select Sector IndexConsumer Staples Select Sector Index
Cost and size
Expense ratio0.08%0.08%
Net assets, as of Oct 27, 2026$30.8bn$14.6bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund37.8%62.9%

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

What they share

0%

By the books each fund has filed, XLI and XLP 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 XLI XLP
Only in one fund ↓
Only in XLI
CATERPILLAR INC 6.14%
GENERAL ELECTRIC 5.79%
RTX CORP 4.91%
GE VERNOVA INC 4.47%
UNION PACIFIC CORP 3.34%
DEERE + CO 3.01%
EATON CORP PLC 2.79%
UBER TECHNOLOGIES INC 2.52%
Only in XLP
WALMART INC 11.05%
COSTCO WHOLESALE CORP 9.14%
PROCTER + GAMBLE CO 7.69%
COCA COLA CO 7.34%
PHILIP MORRIS INTERNATIONAL 6.56%
ALTRIA GROUP INC 4.54%
COLGATE PALMOLIVE CO 4.39%
MONDELEZ INTERNATIONAL INC A 4.19%
Check overlap with more funds →

Side by side

XLI State Street Industrial Select Sector SPDR ETF XLP State Street Consumer Staples Select Sector SPDR ETF
Where it sits Stock ETF Stock ETF
Issuer State Street State Street
What it is Tracks an index of Industrials Tracks an index of Consumer staples
Total return, 1 year +10.2% +13.8%
Its benchmark over the same days +13.6% (SPY) not measured
Gap to its benchmark −3.4 pts vs SPY not measured
Expense ratio 0.08% 0.08%
Already in the S&P 500 99.9% 99.6%
Holdings 84 36
Net assets, as of Oct 27, 2026 $30.8bn $14.6bn

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

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About each fund
XLI

XLI tracks an index of Industrials. Over the year to Oct 28, 2026 it returned +10.2% 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 84 positions, with the top ten at 37.8%. It sat 9.4% below its high of Aug 14, 2026 on Oct 28, 2026.

XLP

XLP tracks an index of Consumer staples. Over the year to Oct 28, 2026 it returned +13.8% with distributions reinvested. 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 36 positions, with the top ten at 62.9%. It sat 3.5% below its high of Oct 22, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, XLI or XLP?
In the year to Oct 28, 2026, with distributions reinvested, XLI returned +10.2% and XLP +13.8%.
Which is cheaper, XLI or XLP?
Neither: XLI and XLP both charge 0.08% a year. Fees come from each fund's prospectus.
How much do XLI and XLP overlap with the S&P 500?
By their latest filed holdings, 100% of XLI and 100% of XLP by weight is stocks the S&P 500 already holds.
Other comparisons
VDC vs XLISCHH vs XLIVHT vs XLIVDE vs XLISCHH vs XLPVPU vs XLPVDC vs XLPFSTA vs XLP
Where to next
XLI on its own →XLP on its own →Hold both: look the portfolio through →Rankings →XLI dividend history →XLI holdings →XLP dividend history →XLP holdings →Standards and sources →
Sources and dates
XLI and XLP filings on SEC EDGAR ↗
XLI and XLP 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, XLI against XLP, data as of Oct 28, 2026. https://etfiq.com/compare/any/xli-vs-xlp

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