XLYM, the State Street S&P 500 Consumer Discretionary Market Sector SPDR ETF, is an ETF whose main story is the trade-war tax.
How it has performed
How XLYM has done, next to the ETFs carrying its narrative and the US market.
| Period | XLYM | The trade-war tax | US market |
|---|---|---|---|
| Since launch, October 2026 | +3.1% | – | – |
Returns are price change plus dividends. Its narrative is the ETFs carrying the trade-war tax, combined and weighted by size, leaving out leveraged and inverse ones. A dash means it has not traded for the whole period. Past performance, not a forecast or a recommendation.
Key facts
How it moves
XLYM has traded for less than a year, so how it moves against the market is not shown yet.
Risk
Against its peers
Nearest by size
The ETFs ranked just above and below XLYM by assets, among the 30 ETFs whose main narrative is the trade-war tax, largest first.
| # | ETF | SHARE | ASSETS | 1 YEAR | COST |
|---|---|---|---|---|---|
| 20 | FLYU | under 0.1% | $5.5m | −36.4% | 0.95% |
| 21 | SCC | – | $3.5m | +6.6% | 0.95% |
| 22 | DGLO | under 0.1% | $3.3m | +15.7% | 0.70% |
| 23 | EMTY | – | $3.1m | +2.4% | 0.65% |
| 24 | CARU | under 0.1% | $2.7m | −45.5% | 0.95% |
| 25 | EGLE | under 0.1% | $2.2m | +11.8% | 0.19% |
| 26 | CARD | – | $1.8m | −7.3% | 0.95% |
| 27 | FLAG | under 0.1% | $1.6m | +4.5% | 0.29% |
| 28 | GLAM | under 0.1% | $1.4m | – | 0.35% |
| 29 | XLYX | under 0.1% | $309,774 | – | 0.45% |
| 30 | XLYM | – | – | – | 0.12% |
Share is each ETF’s slice of the money in ETFs carrying this narrative. 1 year is price change plus dividends; cost is the yearly fee.
Cost against its peers
XLYM is the 4th cheapest of 20 ETFs in the trade-war tax. The dashed line is the middle of the group, a fee of 0.49% a year.
Where it sits in The trade-war tax
Each dot is one of 18 plain ETFs whose main narrative is the trade-war tax, placed by its return (up) and how much it swung (right) over the last year.
The narrative it carries
This is its only narrative.
The trade-war tax →
Retailers, brands and US manufacturers: the companies that pay tariffs or are protected by them.
This week its attention level is 53.4, in the WARM band, 12th of 22. 29 ETFs carry it.
How it is built
A plain ETF that owns its holdings directly. It counts toward its narrative's share of money.
Common questions
What story is XLYM selling?
XLYM’s main story is the trade-war tax, which covers retailers, brands and US manufacturers: the companies that pay tariffs or are protected by them.
What does XLYM cost?
XLYM charges a yearly fee of 0.12%. It is the 4th cheapest of 20 comparable ETFs.
Is XLYM leveraged?
No. XLYM is a plain ETF: it aims to move one for one with what it holds.
When did XLYM launch?
XLYM launched on October 13, 2026 and is issued by SPDR.
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