XLP vs XLY: holdings overlap, shared companies and scores
As of October 28, 2026, XLP and XLY overlap 0.0% by weight. State Street Consumer Staples Select Sector SPDR ETF (XLP): U.S. consumer staples. State Street Consumer Discretionary Select Sector SPDR ETF (XLY): U.S. consumer discretionary.
Updated October 28, 2026
Where XLP and XLY trade against their own history
XLP trades at 25.3 times earnings, against its own median of 23.6, and is more expensive than 74% of its own last 9 years.
XLY trades at 25.7 times earnings, against its own median of 26.0, and is cheaper than 55% of its own last 9 years.
What do XLP and XLY each hold?
63% of XLP is its ten largest holdings.
What's inside XLY: Magnificent 7 42%, AI 11%.
69% of XLY is its ten largest holdings.
How much do XLP and XLY overlap? 0.0% by weight
As of October 28, 2026, XLP and XLY overlap 0.0% by weight.
0% of XLP is already inside XLY.
0% of XLY is already inside XLP.
XLP holds 35 companies and XLY holds 47; 0 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score XLP and XLY? 4.3 and 4.4 out of 10
As of October 28, 2026, ETF Copilot scores XLP 4.3 out of 10 and XLY 4.4 out of 10.
They differ most on Risk: XLP 9.4 and XLY 2.3.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | XLP | XLY |
|---|---|---|
| Growth | 1.5 | 5.8 |
| Value | 6.4 | 6.8 |
| Risk | 9.4 | 2.3 |
| Quality | 4.0 | 2.4 |
| Return | 2.7 | 4.0 |
XLP and XLY both charge 0.08% a year
As of October 28, 2026, XLP charges 0.08% a year, yields 2.52% and holds $14.6B in assets across 35 positions.
As of October 28, 2026, XLY charges 0.08% a year, yields 0.82% and holds $22.4B in assets across 47 positions.
| Measure | XLP | XLY |
|---|---|---|
| Expense ratio | 0.08% | 0.08% |
| Dividend yield | 2.52% | 0.82% |
| Assets under management | $14.6B | $22.4B |
| Holdings | 35 | 47 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “XLP vs XLY holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/xlp-vs-xly
- State Street Consumer Staples Select Sector SPDR ETF (XLP)
- State Street Consumer Discretionary Select Sector SPDR ETF (XLY)
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