XLYConsumer Discretionary Select Sector SPDR Fund
XLY Fund Description
XLY tracks a market-cap-weighted index of consumer-discretionary stocks drawn from the S&P 500.
XLY Factset Analytics Insight
XLY is a portfolio of US large-cap consumer-discretionary stocks. XLY's basket of stocks represents the sector well, despite concentration in the largest names. As a part of the Select Sector SPDR suite, the fund pulls its holdings from the S&P 500, which differs from the broad-market universe used by competing funds in that it excludes small-caps and most midcaps. The resulting basket contains just a fraction of the names held by our more diverse benchmark, however, industry biases are small and XLY tends to provide market performance. The fund's average market cap is higher than our benchmark’s, but overall XLY provides solid exposure.
XLY MSCI ESG Analytics Insight
Consumer Discretionary Select Sector SPDR Fund has an MSCI ESG Fund Rating of A based on a score of 6.82 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Consumer Discretionary Select Sector SPDR Fund ranks in the 73th percentile within its peer group and in the 87th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XLY MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
XLY Summary Data
XLY Portfolio Data
XLY Index Data
XLY Portfolio Management
XLY Tax Exposures
XLY Fund Structure
XLY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XLY. XLY is rated a 5 out of 5.
XLY Sector/Industry Breakdown
XLY Economic Development
XLY Performance Statistics
XLY MSCI ESG Ratings
XLY Benchmark Comparison Summary
XLY Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
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