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XLY - ETF AI Analysis
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Consumer Discretionary Select Sector SPDR Fund (XLY)
Rating:71Outperform
Price Target:
$265.00
Positive Factors
Strong Top Holdings
Several major positions, such as Tesla, TJX Companies, and DoorDash, have delivered strong year-to-date performance, supporting the fund’s overall returns.
Low Expense Ratio
The ETF has a very low expense ratio, making it cost-effective compared to many other funds.
Large Asset Base
With significant assets under management, the fund benefits from stability and investor confidence.
Negative Factors
High Concentration in Top Holdings
Amazon and Tesla alone make up over 40% of the portfolio, increasing risk if either stock underperforms.
Sector Overexposure
The ETF is heavily focused on consumer cyclical stocks, which are sensitive to economic downturns.
Limited Geographic Diversification
Nearly all holdings are U.S.-based, offering little exposure to international markets.
XLY vs. SPDR S&P 500 ETF (SPY)
AUM24.81B
RegionNorth America
Expense Ratio0.08%
Beta1.11
IssuerSPDR
Inception DateDec 16, 1998
Dividend Yield0.78%
Asset ClassEquity
Index TrackedS&P Consumer Discretionary Select Sector
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,164,975
30 Day Avg. Volume6,036,266
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
264.06Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering52
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XLY Summary
The Consumer Discretionary Select Sector SPDR Fund (Ticker: XLY) is an ETF that focuses on companies in the consumer discretionary sector, which includes businesses influenced by consumer spending, like retail, automotive, and leisure. It tracks the S&P Consumer Discretionary Select Sector index and includes well-known companies such as Amazon and Tesla. Investors might consider XLY if they want to benefit from consumer spending trends and diversify their portfolio with growth-oriented industries. However, it’s important to note that this ETF’s performance can be heavily impacted by economic cycles, as consumer spending tends to rise and fall with the overall economy.
How much will it cost me?The Consumer Discretionary Select Sector SPDR Fund (XLY) has an expense ratio of 0.08%, which means you’ll pay $0.80 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, keeping costs down.
What would affect this ETF?The Consumer Discretionary Select Sector SPDR Fund (XLY) could benefit from strong consumer confidence and economic growth, as these factors often drive higher spending in sectors like retail, automotive, and leisure, which are heavily represented in the fund. However, rising interest rates or economic slowdowns could negatively impact consumer spending, potentially affecting top holdings like Amazon and Tesla, which rely on discretionary purchases. Additionally, regulatory changes or supply chain disruptions in the U.S. could pose risks to the fund's performance.
XLY Top 10 Holdings
The Consumer Discretionary Select Sector SPDR Fund (XLY) leans heavily on Amazon and Tesla, which together make up over 40% of the fund’s weight. Tesla has been a bright spot, rising steadily thanks to strong growth expectations, while Amazon’s mixed performance has held the fund back amid challenges in its cloud business. Home Depot and Booking Holdings have also struggled recently, adding to the drag. On the upside, TJX Companies and DoorDash are gaining momentum, buoyed by operational efficiencies and strategic growth. With a clear focus on U.S. consumer spending, the fund’s fortunes are tied to economic cycles and consumer confidence.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Amazon | 22.12% | $5.31B | $2.67T | 24.97% | 76 Outperform | |
| Tesla | 20.93% | $5.02B | $1.48T | 76.69% | 73 Outperform | |
| Home Depot | 6.40% | $1.53B | $381.31B | -4.25% | 75 Outperform | |
| McDonald's | 4.42% | $1.06B | $213.52B | 0.64% | 66 Neutral | |
| Booking Holdings | 3.95% | $947.17M | $160.90B | 1.56% | 63 Neutral | |
| TJX Companies | 3.81% | $913.19M | $158.09B | 24.88% | 79 Outperform | |
| Lowe's | 3.22% | $773.18M | $133.34B | -11.67% | 60 Neutral | |
| Starbucks | 2.27% | $543.73M | $90.48B | -18.01% | 54 Neutral | |
| DoorDash | 2.26% | $541.04M | $102.50B | 50.46% | 72 Outperform | |
| O'Reilly Auto | 1.94% | $464.44M | $79.46B | 21.09% | 60 Neutral |
XLY Technical Analysis
Positive
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Price Trends
236.93
Positive
228.98
Positive
218.33
Positive
Market Momentum
0.92
Negative
51.10
Neutral
68.91
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XLY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 236.71, equal to the 50-day MA of 236.93, and equal to the 200-day MA of 218.33, indicating a bullish trend. The MACD of 0.92 indicates Negative momentum. The RSI at 51.10 is Neutral, neither overbought nor oversold. The STOCH value of 68.91 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XLY.
XLY Peer Comparison
Comparison Results
Performance Comparison
XLY
Consumer Discretionary Select Sector SPDR Fund
238.16
30.52
14.70%
VGT
Vanguard Information Technology ETF
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XLK
Technology Select Sector SPDR Fund
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XLF
Financial Select Sector SPDR Fund
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XLV
Health Care Select Sector SPDR Fund
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VNQ
Vanguard Real Estate ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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