XLYState Street Consumer Discretionary Select Sector SPDR ETF

Grow my money#23 of 2944 for Grow my money

Seeks to provide investment results that correspond to the price and yield performance of the Consumer Discretionary Select Sector Index.

State Street Investment Management · Since 1998 (27 years)

Annual Cost

0.08%

#260 out of 5,332 ETFs

Fund Size

$21.4B

#121 out of 5,332 ETFs

Dividend Yield

0.82%

Track Record

27 years

#56 out of 5,332 ETFs

Performance

1 Year

+21.2%

3 Years

+19.2%

5 Years

+6.7%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Cap

large

Sector

consumer discretionary

Asset allocation

Stocks

99.9%

Cash

0.1%

Sector breakdown

Consumer Cyclical

98.9%

Technology

0.9%

Industrials

0.2%

Top holdings

Amazon.com IncAMZN23.5%

Tesla IncTSLA19.0%

The Home Depot IncHD5.9%

McDonald's CorpMCD4.5%

TJX Companies IncTJX4.4%

Booking Holdings IncBKNG3.4%

Lowe's Companies IncLOW3.3%

Starbucks CorpSBUX2.5%

O'Reilly Automotive IncORLY1.9%

Marriott International Inc Class AMAR1.8%

Risk profile

Volatility (1Y)

18.8%

Moderate

Max drawdown

-39.7%

Worst peak-to-trough loss

Sharpe (3Y)

0.78

Decent risk-adjusted returns

Sortino (3Y)

1.15

Good downside protection

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