FNDX vs XLC
Comparison between SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF (FNDX, ETF) and THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND (XLC, ETF).
5-Year PerformanceFNDX has outperformed XLC, delivering a return of +13.4% compared to +10.2%
FNDX vs XLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FNDX
$26B
XLC
$26B
Expense Ratio
FNDX
0.25%
Winner
XLC
0.08%
Max Drawdown
Winner
FNDX
37.72%
XLC
47.23%
Sharpe Ratio
Winner
FNDX
2.40
XLC
1.21
5Y Beta
Winner
FNDX
0.78
XLC
0.83
P/E Ratio
FNDX
25.55
Winner
XLC
23.18
Forward P/E
FNDX
16.27
Winner
XLC
13.12
PEG Ratio
FNDX
N/A
XLC
0.46
5Y Dividends CAGR
FNDX
6.14%
Winner
XLC
23.41%
5Y EPS CAGR
FNDX
13.31%
Winner
XLC
20.64%
Debt to Equity
Winner
FNDX
30.43%
XLC
45.92%
P/S Ratio
Winner
FNDX
1.40
XLC
2.12
P/B Ratio
Winner
FNDX
3.03
XLC
3.26
FNDX vs XLC - Holdings Comparison
FNDX and XLC have 18 common holdings. Overlap is 9.84%
FNDX's top 25 holdings weight is 36.29%. XLC's top 25 holdings weight is 99.98%.
| Rank | FNDX | XLC |
|---|---|---|
| #1 | APPLE INC (AAPL) - 4.32% | META PLATFORMS INC CLASS A (META) - 13.42% |
| #2 | EXXON MOBIL CORP (XOM) - 2.50% | ALPHABET INC CLASS A (GOOGL) - 10.04% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 2.49% | ALPHABET INC CLASS C (GOOG) - 7.97% |
| #4 | INTEL CORP (INTC) - 2.48% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 4.86% |
| #5 | MICROSOFT CORP (MSFT) - 2.18% | THE WALT DISNEY CO (DIS) - 4.48% |
| #6 | ALPHABET INC CLASS C (GOOG) - 1.98% | LIVE NATION ENTERTAINMENT INC (LYV) - 4.44% |
| #7 | AMAZON.COM INC (AMZN) - 1.92% | OMNICOM GROUP INC (OMC) - 4.33% |
| #8 | CHEVRON CORP (CVX) - 1.60% | WARNER BROS. DISCOVERY INC ORDINARY SHARES CLASS A (WBD) - 4.22% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.46% | ECHOSTAR CORP CLASS A (SATS) - 4.20% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% | ELECTRONIC ARTS INC (EA) - 4.18% |
| #11 | UNITEDHEALTH GROUP INC (UNH) - 1.34% | NETFLIX INC (NFLX) - 3.97% |
| #12 | META PLATFORMS INC CLASS A (META) - 1.22% | VERIZON COMMUNICATIONS INC (VZ) - 3.96% |
| #13 | WALMART INC (WMT) - 1.17% | COMCAST CORP CLASS A (CMCSA) - 3.85% |
| #14 | MICRON TECHNOLOGY INC (MU) - 1.08% | T-MOBILE US INC (TMUS) - 3.82% |
| #15 | VERIZON COMMUNICATIONS INC (VZ) - 1.00% | AT&T INC (T) - 3.78% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.99% | TKO GROUP HOLDINGS INC (TKO) - 3.29% |
| #17 | BANK OF AMERICA CORP (BAC) - 0.91% | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 3.01% |
| #18 | CITIGROUP INC (C) - 0.89% | THE TRADE DESK INC CLASS A (TTD) - 2.88% |
| #19 | AT&T INC (T) - 0.87% | FOX CORP CLASS A (FOXA) - 2.69% |
| #20 | CVS HEALTH CORP (CVS) - 0.83% | NEWS CORP CLASS A (NWSA) - 2.50% |
| #21 | VALERO ENERGY CORP (VLO) - 0.76% | FOX CORP CLASS B (FOX) - 1.71% |
| #22 | CONOCOPHILLIPS (COP) - 0.73% | NEWS CORP CLASS B (NWS) - 0.95% |
| #23 | PFIZER INC (PFE) - 0.72% | PARAMOUNT SKYDANCE CORP ORDINARY SHARES CLASS B (PSKY) - 0.88% |
| #24 | CISCO SYSTEMS INC (CSCO) - 0.72% | S&P EMINI COM SER JUN26 XCME 20260618 (n/a) - 0.28% |
| #25 | WELLS FARGO & CO (WFC) - 0.71% | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.27% |
| Total Holdings | 720 | 26 |
FNDX vs XLC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FNDX
+5.30%
XLC
+0.91%
3M
Winner
FNDX
+6.08%
XLC
+1.38%
6M
Winner
FNDX
+13.96%
XLC
+2.70%
1Y
Winner
FNDX
+30.18%
XLC
+18.24%
5Y(CAGR)
Winner
FNDX
+13.43%
XLC
+10.18%
10Y(CAGR)
FNDX
+14.24%
XLC
N/A
Max(CAGR)
Winner
FNDX
+13.08%
XLC
+12.31%
FNDX vs XLC - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FNDX | XLC |
|---|---|---|
| 2026 | +11.30% | -0.58% |
| 2025 | +17.28% | +22.47% |
| 2024 | +16.68% | +35.46% |
| 2023 | +18.38% | +50.86% |
| 2022 | -7.68% | -38.06% |
| 2021 | +33.32% | +17.71% |
| 2020 | +8.38% | +25.43% |
| 2019 | +28.34% | +29.33% |
| 2018 | -8.02% | -16.87% |
| 2017 | +16.22% | N/A |
| 2016 | +17.88% | N/A |
| 2015 | -2.97% | N/A |
| 2014 | +13.26% | N/A |
| 2013 | +11.33% | N/A |
FNDX vs XLC Drawdown Comparison
The maximum drawdown for FNDX was -37.72%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The maximum drawdown for XLC was -46.65%, occurring on Nov 3, 2022. Recovery took 692 trading sessions.
The current XLC drawdown is -3.21%.
| Rank | FNDX | XLC |
|---|---|---|
| #1 | -37.72% Feb 12, 2020 - Nov 13, 2020 | -46.65% Sep 1, 2021 - Jun 4, 2024 |
| #2 | -19.64% Sep 21, 2018 - Jul 3, 2019 | -30.15% Feb 19, 2020 - Jul 10, 2020 |
| #3 | -19.04% Jan 12, 2022 - Jul 12, 2023 | -24.32% Jul 25, 2018 - Jul 26, 2019 |
| #4 | -16.30% Feb 19, 2025 - Jul 1, 2025 | -17.97% Feb 14, 2025 - Jun 24, 2025 |
| #5 | -14.24% May 21, 2015 - Apr 27, 2016 | -11.32% Sep 2, 2020 - Nov 24, 2020 |
| #6 | -10.80% Jan 26, 2018 - Aug 27, 2018 | -10.58% Jan 30, 2026 - Mar 27, 2026 |
| #7 | -10.14% Jul 31, 2023 - Dec 1, 2023 | -7.58% Sep 19, 2025 - Jan 29, 2026 |
| #8 | -7.77% Sep 19, 2014 - Nov 6, 2014 | -7.39% Jul 26, 2019 - Nov 15, 2019 |
| #9 | -6.77% Jul 26, 2019 - Sep 11, 2019 | -6.41% Jul 10, 2024 - Sep 19, 2024 |
| #10 | -6.45% Jul 16, 2024 - Aug 23, 2024 | -6.25% Dec 12, 2024 - Jan 30, 2025 |
| #11 | -6.20% Dec 31, 2013 - Feb 28, 2014 | -5.14% Apr 29, 2021 - Jun 4, 2021 |
| #12 | -6.07% Feb 11, 2026 - Apr 16, 2026 | -4.89% Jan 17, 2020 - Feb 12, 2020 |
| #13 | -6.05% Nov 29, 2024 - Feb 19, 2025 | -4.77% Mar 22, 2021 - Apr 5, 2021 |
| #14 | -5.42% Jun 8, 2021 - Aug 11, 2021 | -4.70% Jan 26, 2021 - Feb 4, 2021 |
| #15 | -5.38% Nov 8, 2021 - Dec 27, 2021 | -3.57% Jan 8, 2021 - Jan 20, 2021 |
Correlation
Correlation between FNDX and XLC is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2013 - 2026)
FNDX vs XLC dividend yield comparison.
| Year | FNDX | XLC |
|---|---|---|
| 2026 | 0.37% | 0.31% |
| 2025 | 1.63% | 1.13% |
| 2024 | 1.76% | 0.99% |
| 2023 | 1.82% | 0.82% |
| 2022 | 2.07% | 1.10% |
| 2021 | 1.65% | 0.74% |
| 2020 | 2.29% | 0.68% |
| 2019 | 2.23% | 0.82% |
| 2018 | 2.40% | 0.64% |
| 2017 | 1.87% | 0.00% |
| 2016 | 2.01% | 0.00% |
| 2015 | 2.01% | 0.00% |
| 2014 | 1.62% | 0.00% |
| 2013 | 0.53% | 0.00% |
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