EATZ vs. XLY

Last updated Aug 4, 2026

EATZ (AdvisorShares Restaurant ETF) and XLY (Consumer Discretionary Select Sector SPDR Fund) are both Consumer Discretionary Equities funds. EATZ is actively managed, while XLY is passively managed. Their 0.66 correlation means they have sometimes moved together and sometimes differently. EATZ charges 1.00%/yr vs 0.13%/yr for XLY.

Performance

EATZ vs. XLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AdvisorShares Restaurant ETF (EATZ) and Consumer Discretionary Select Sector SPDR Fund (XLY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

EATZ

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

XLY

• 1D: 1.83%
• 1M: 0.93%
• 6M: -2.69%
• YTD: -0.61%
• 1Y: 10.26%
• 3Y*: 12.19%
• 5Y*: 6.42%
• 10Y*: 12.39%
• ALL TIME*: 9.65%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
XLY Consumer Discretionary Select Sector SPDR Fund	$974.86M	$983.23M	$951.04M

EATZ vs. XLY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
EATZ AdvisorShares Restaurant ETF	4.80%	-6.67%	23.21%	25.23%	-20.68%	-4.90%
XLY Consumer Discretionary Select Sector SPDR Fund	-0.61%	7.37%	26.51%	39.64%	-36.27%	16.94%

Correlation

The correlation between EATZ and XLY is 0.42, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.42
Correlation (3Y) Balances recent behavior with more history.	0.58
Correlation (5Y) Shows whether the relationship held over a longer period.	0.66
Correlation (All Time) Calculated using the full available price history since Apr 21, 2021	0.66

Over the past year, the correlation between EATZ and XLY has dropped to 0.42 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.

EATZ vs. XLY - Sectors Allocation Comparison

Sectors	EATZ	XLY
Consumer Cyclical	78.2%	97.1%
Consumer Defensive	16.9%	-
Industrials	4.9%	0.1%
Communication Services	2.3%	1.7%
Basic Materials	-	-
Energy	-	-
Financial Services	-	-
Healthcare	-	-
Real Estate	-	-
Technology	-	1.1%
Utilities	-	-

Return for Risk

EATZ vs. XLY — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

EATZ

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

XLY

XLY Risk / Return Rank: 24
XLY Sharpe Ratio Rank: 24
XLY Sortino Ratio Rank: 24
XLY Omega Ratio Rank: 23
XLY Calmar Ratio Rank: 23
XLY Martin Ratio Rank: 24

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

EATZ vs. XLY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Restaurant ETF (EATZ) and Consumer Discretionary Select Sector SPDR Fund (XLY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	EATZ	XLY	Difference
Sharpe ratio: Return per unit of total volatility	—	0.53	—
Sortino ratio: Return per unit of downside risk	—	0.87	—
Omega ratio: Gain probability vs. loss probability	—	1.10	—
Calmar ratio: Return relative to maximum drawdown	—	0.69	—
Martin ratio: Return relative to average drawdown	—	1.86	—

Drawdowns

Drawdown Indicators

	EATZ	XLY	Difference
Max Drawdown Largest peak-to-trough decline	—	-59.05%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-14.98%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-26.01%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-39.67%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-39.67%	—
Current Drawdown Current decline from peak	—	-4.69%	—
Average Drawdown Average peak-to-trough decline	—	-9.54%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	5.54%	—

Volatility

Volatility by Period

	EATZ	XLY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.47%	—
Volatility (6M) Calculated over the trailing 6-month period	—	15.15%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	19.48%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	24.09%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	22.19%	—

EATZ vs. XLY - Expense Ratio Comparison

EATZ has a 1.00% expense ratio, which is higher than XLY's 0.13% expense ratio.

Dividends

EATZ vs. XLY - Dividend Comparison

EATZ's dividend yield for the trailing twelve months is around 0.48%, less than XLY's 0.76% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EATZ AdvisorShares Restaurant ETF	0.48%	0.50%	0.18%	0.49%	2.35%	0.15%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
XLY Consumer Discretionary Select Sector SPDR Fund	0.76%	0.79%	0.72%	0.78%	1.00%	0.53%	0.82%	1.28%	1.34%	1.20%	1.71%	1.43%

Frequently Asked Questions

Can I hold both EATZ and XLY in my portfolio?

EATZ and XLY have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, EATZ or XLY?

On fees, XLY is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, EATZ or XLY?

XLY is cheaper with a 0.13% expense ratio, compared with 1.00% for EATZ.

Which ETF pays a higher dividend yield, EATZ or XLY?

XLY has the higher dividend yield at 0.76%, compared with 0.48% for EATZ.

What is the main difference between EATZ and XLY?

They also come from different issuers: AdvisorShares and State Street. Their fees differ too: 1.00% for EATZ and 0.13% for XLY.