Consumer discretionary ETFs in the trade-war tax
Retailers, carmakers and other companies selling things households can put off buying. Driven by household spending, and the cost of imported goods and parts.
6ETFs in this category
$31.7bnmoney in them
77.1%of the trade-war tax’s money
XLYlargest unleveraged ETF, 71.2%
How they did, to Nov 2, 2026
| 1 month | YTD | 12 months | |
|---|---|---|---|
| Category median | +7.4% | +0.7% | +0.6% |
| Its story | +4.7% | −0.4% | −0.7% |
| Broad US ETFs | −2.5% | +11.5% | +11.8% |
Every ETF here, largest first
| # | ETF | Name | Assets | Share | 12 months | Fee |
|---|---|---|---|---|---|---|
| 1 | XLY | State Street Consumer Discretionary Select Sector SPDR Fund | $22.5bn | 71.2% | −0.7% | 0.08% |
| 2 | VCR | Vanguard Consumer Discretionary ETF | $6.0bn | 18.9% | +0.6% | 0.09% |
| 3 | FDIS | Fidelity MSCI Consumer Discretionary Index ETF | $1.6bn | 5.2% | +0.6% | 0.08% |
| 4 | IYC | iShares US Consumer Discretionary ETF | $1.2bn | 3.9% | −0.1% | 0.37% |
| 5 | FXD | First Trust Consumer Discretionary AlphaDEX Fund | $265m | 0.8% | +7.4% | 0.60% |
| 6 | XLYM | State Street S&P 500 Consumer Discretionary Market Sector SPDR ETF | under $1m | 0.0% | – | 0.12% |
Other categories in the trade-war tax
Common questions
Which ETFs are consumer discretionary ETFs?6 US ETFs sit in this category of the trade-war tax. Retailers, carmakers and other companies selling things households can put off buying. Driven by household spending, and the cost of imported goods and parts.
What is the largest consumer discretionary ETF?XLY, State Street Consumer Discretionary Select Sector SPDR Fund, with $22.5bn, 71.2% of the category's money.
How have consumer discretionary ETFs performed?The median unleveraged ETF here returned +0.6% over the last 12 months to Nov 2, 2026, against +11.8% for broad US ETFs. Past performance, not a forecast.