---
title: "RTH owns Amazon and Walmart. XRT owns everything else. That 12% gap in 2026 is no accident"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286892093.md"
description: "The VanEck Retail ETF (RTH) is up 5.79% YTD 2026, driven by major holdings like Amazon and Walmart, while the SPDR S&P Retail ETF (XRT) is down 6.25%, reflecting a broader mix of retail stocks. RTH's concentration in mega-cap platforms contrasts with XRT's equal-weight strategy, leading to a significant performance gap. RTH is favored for exposure to digital retail winners, while XRT appeals to those betting on traditional retail recovery."
datetime: "2026-05-19T10:09:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286892093.md)
  - [en](https://longbridge.com/en/news/286892093.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286892093.md)
---

# RTH owns Amazon and Walmart. XRT owns everything else. That 12% gap in 2026 is no accident

Quick Read VanEck Retail ETF (RTH) is up 5.79% YTD 2026 and 60.78% over five years, holding ~25 mega-cap names weighted by market cap with Amazon and Walmart dominating; SPDR S&P Retail ETF (XRT) is down 6.25% YTD and down 7.76% over five years, holding ~75 names rebalanced quarterly to equal weight, making it a pure b...

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