VAW vs XLY

Vanguard Materials ETF vs Consumer Discretionary Select Sector SPDR

Quick take
  • XLY has the lower expense ratio at 0.08% vs 0.09% for VAW.
  • VAW pays a higher dividend yield (1.39%).

Side-by-side metrics

MetricVAWXLY
Expense ratio
Annual fee. Lower is better.
0.09%0.08%
Dividend yield
Trailing 12-month yield.
1.39%0.77%
AUM
Assets under management — bigger funds are typically more liquid.
$4.49B$22.59B
YTD return
8.48%-3.06%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.911.13
P/E ratio
24.0829.76
Last price
$225.58$116.58
Inception
Issuer
VanguardState Street

VAW top holdings

Top holdings · VAW
LINLinde PLC14.78%
NEMNewmont Corp7.60%
FCXFreeport-McMoRan Inc6.05%
CRHCRH PLC4.67%
SHWSherwin-Williams Co4.58%
ECLEcolab Inc4.17%
APDAir Products and Chemicals Inc3.61%
NUENucor Corp3.56%
CTVACorteva Inc3.37%
VMCVulcan Materials Co2.37%
Sector breakdown · VAW
Consumer Cyclical8.3%
Basic Materials90.1%
Consumer Defensive0.0%
Industrials1.1%
Energy0.0%
Healthcare0.5%

XLY top holdings

Top holdings · XLY
AMZNAmazon.com Inc22.20%
TSLATesla Inc19.62%
HDThe Home Depot Inc5.82%
MCDMcDonald's Corp4.15%
TJXTJX Companies Inc3.92%
BKNGBooking Holdings Inc3.43%
LOWLowe's Companies Inc3.07%
SBUXStarbucks Corp2.90%
MARMarriott International Inc Class A2.02%
RCLRoyal Caribbean Group1.97%
Sector breakdown · XLY
Consumer Cyclical99.0%
Technology1.0%

About VAW

VAW (Vanguard Materials ETF) is US materials sector stocks. Managed by Vanguard, the fund carries $4.5B in assets under management, an expense ratio of 0.09%, a dividend yield of 1.39%. Its largest holding is Linde PLC (LIN), which represents 14.8% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 8.3%.

About XLY

XLY (Consumer Discretionary Select Sector SPDR) is S&P 500 consumer discretionary sector. Managed by State Street, the fund carries $22.6B in assets under management, an expense ratio of 0.08%, a dividend yield of 0.77%. Its largest holding is Amazon.com Inc (AMZN), which represents 22.2% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 99.0%.