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State Street Investment ManagementIndustrialsXLI · NYSE Arca

State Street Industrial Select Sector SPDR ETF (XLI)

Price
$172.37
11 Sept 2026
Assets
$31.9B
Total net assets
Expense ratio
0.08%
Category 0.64%
Yield
1.18%
Trailing distributions
3Y CAGR
19.4%+0.9%
Category 18.6%
5Y CAGR
12.8%+1.3%
Category 11.4%
Loading NAV history…
State Street Industrial Select Sector SPDR ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-7.3%-1.9%+5.2%+11.7%+14.3%+19.4%+12.8%+13.6%+9.4%
Industrials average-7.8%-5.9%3.2%9.6%14.1%18.6%11.4%12.8%7.1%
Difference+0.5%+3.9%+2.0%+2.2%+0.2%+0.9%+1.3%+0.8%+2.3%

Holdings

The 10 largest positions make up 39.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
CATCaterpillar Inc6.67%
GEGE Aerospace6.36%
RTXRTX Corp5.08%
GEVGE Vernova Inc4.39%
UNPUnion Pacific Corp3.24%
DEDeere & Co2.99%
BABoeing Co2.98%
ETNEaton Corp PLC2.84%
UBERUber Technologies Inc2.80%
PHParker Hannifin Corp2.24%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
28.4
P/B
6.8
P/S
3.0
P/CF
19.4

Sector allocation

Share of the equity the fund holds.

92.8%Industrials4 sectors
  1. Industrials92.8%
  2. Technology6.7%
  3. Materials0.3%
  4. Consumer discretionary0.2%

Asset mix

  • Stocks100.0%
  • Cash0.1%

ETF details

Issuer
State Street Investment Management
Category
Equity · Industrials
Ticker
XLI
Exchange
NYSE Arca
Inception
16 Dec 1998 (27.7 years)
Structure
Exchange Traded Fund
Expense ratio
0.08% (category 0.64%)
Holdings turnover
3% (category 37%)
Distribution yield
1.18%
Beta, 3 years
1.02
Total net assets
$31.9B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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