XLY vs SPY Performance

plot performance of XLY ETF and compare it to the SPY year to date

The year-to-date performance comparison of the XLY ETF (Consumer Discretionary Select Sector SPDR Fund) and the SPY ETF (SPDR S&P 500 ETF Trust) shows the following results:

XLY ETF Performance Metrics

• Total Return: 34.17%
• Annualized Excess Return: 28.10%
• Annualized Volatility: 20.45%
• Sharpe Ratio: 1.42
• Max Drawdown: -16.19%
• Sortino Ratio: 2.49
• First Price (2023-01-03): $127.52
• Last Price (2023-12-04): $171.09

SPY ETF Performance Metrics

• Total Return: 21.90%
• Annualized Excess Return: 16.39%
• Annualized Volatility: 13.31%
• Sharpe Ratio: 1.31
• Max Drawdown: -9.97%
• Sortino Ratio: 2.35
• First Price (2023-01-03): $376.62
• Last Price (2023-12-04): $459.10

Here is a graphical representation of their cumulative returns over the year:

These results indicate that the XLY ETF has outperformed the SPY ETF in terms of total return and annualized excess return for the year-to-date period.

The results are based solely on user requests, with no specific trading activity being recommended, and past returns do not guarantee future results.