IUSV vs XLC
Comparison between ISHARES CORE S&P U.S. VALUE ETF (IUSV, ETF) and THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND (XLC, ETF).
5-Year PerformanceIUSV has outperformed XLC, delivering a return of +10.3% compared to +9.5%
IUSV vs XLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IUSV
$24B
XLC
$24B
Expense Ratio
Winner
IUSV
0.04%
XLC
0.08%
Max Drawdown
IUSV
61.95%
Winner
XLC
47.23%
Sharpe Ratio
Winner
IUSV
1.73
XLC
1.27
5Y Beta
Winner
IUSV
0.71
XLC
0.83
P/E Ratio
IUSV
24.53
Winner
XLC
22.94
Forward P/E
IUSV
19.09
Winner
XLC
13.07
PEG Ratio
IUSV
N/A
XLC
0.46
5Y Dividends CAGR
IUSV
8.20%
Winner
XLC
23.41%
5Y EPS CAGR
IUSV
12.92%
Winner
XLC
20.86%
Debt to Equity
IUSV
70.67%
Winner
XLC
46.04%
P/S Ratio
Winner
IUSV
1.82
XLC
2.12
P/B Ratio
IUSV
3.32
Winner
XLC
3.23
IUSV vs XLC - Holdings Comparison
IUSV and XLC have 15 common holdings. Overlap is 1.26%
IUSV's top 25 holdings weight is 32.75%. XLC's top 25 holdings weight is 100.01%.
| Rank | IUSV | XLC |
|---|---|---|
| #1 | APPLE INC (AAPL) - 6.60% | META PLATFORMS INC CLASS A (META) - 14.90% |
| #2 | AMAZON.COM INC (AMZN) - 4.03% | ALPHABET INC CLASS A (GOOGL) - 9.08% |
| #3 | EXXON MOBIL CORP (XOM) - 2.08% | ALPHABET INC CLASS C (GOOG) - 7.24% |
| #4 | WALMART INC (WMT) - 1.88% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 4.71% |
| #5 | COSTCO WHOLESALE CORP (COST) - 1.49% | THE WALT DISNEY CO (DIS) - 4.53% |
| #6 | TESLA INC (TSLA) - 1.36% | LIVE NATION ENTERTAINMENT INC (LYV) - 4.35% |
| #7 | INTEL CORP (INTC) - 1.34% | ECHOSTAR CORP CLASS A (SATS) - 4.30% |
| #8 | BANK OF AMERICA CORP (BAC) - 1.17% | OMNICOM GROUP INC (OMC) - 4.27% |
| #9 | CHEVRON CORP (CVX) - 1.16% | ELECTRONIC ARTS INC (EA) - 4.22% |
| #10 | PROCTER & GAMBLE CO (PG) - 1.16% | WARNER BROS. DISCOVERY INC ORDINARY SHARES CLASS A (WBD) - 4.21% |
| #11 | THE HOME DEPOT INC (HD) - 1.11% | NETFLIX INC (NFLX) - 4.18% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.08% | COMCAST CORP CLASS A (CMCSA) - 3.91% |
| #13 | MERCK & CO INC (MRK) - 0.92% | T-MOBILE US INC (TMUS) - 3.91% |
| #14 | JPMORGAN CHASE & CO (JPM) - 0.90% | VERIZON COMMUNICATIONS INC (VZ) - 3.91% |
| #15 | WELLS FARGO & CO (WFC) - 0.84% | AT&T INC (T) - 3.78% |
| #16 | TEXAS INSTRUMENTS INC (TXN) - 0.82% | TKO GROUP HOLDINGS INC (TKO) - 3.25% |
| #17 | LINDE PLC (LIN) - 0.80% | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 3.03% |
| #18 | VISA INC CLASS A (V) - 0.79% | THE TRADE DESK INC CLASS A (TTD) - 2.86% |
| #19 | CITIGROUP INC (C) - 0.76% | FOX CORP CLASS A (FOXA) - 2.74% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.75% | NEWS CORP CLASS A (NWSA) - 2.59% |
| #21 | LOCKHEED MARTIN CORP (LMT) - 0.35% | FOX CORP CLASS B (FOX) - 1.74% |
| #22 | MCKESSON CORP (MCK) - 0.34% | NEWS CORP CLASS B (NWS) - 0.99% |
| #23 | BOEING CO (BA) - 0.34% | PARAMOUNT SKYDANCE CORP ORDINARY SHARES CLASS B (PSKY) - 0.86% |
| #24 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.34% | S&P EMINI COM SER JUN26 XCME 20260618 (n/a) - 0.28% |
| #25 | CVS HEALTH CORP (CVS) - 0.34% | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.17% |
| Total Holdings | 706 | 26 |
IUSV vs XLC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IUSV
+3.72%
XLC
+2.75%
3M
Winner
IUSV
+1.54%
XLC
+0.37%
6M
Winner
IUSV
+9.03%
XLC
+4.98%
1Y
Winner
IUSV
+23.09%
XLC
+21.19%
5Y(CAGR)
Winner
IUSV
+10.30%
XLC
+9.45%
10Y(CAGR)
IUSV
+12.21%
XLC
N/A
Max(CAGR)
IUSV
+11.40%
Winner
XLC
+12.46%
IUSV vs XLC - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IUSV | XLC |
|---|---|---|
| 2026 | +5.94% | +0.35% |
| 2025 | +13.34% | +22.47% |
| 2024 | +11.50% | +35.46% |
| 2023 | +21.28% | +50.86% |
| 2022 | -5.82% | -38.06% |
| 2021 | +27.06% | +17.71% |
| 2020 | +1.23% | +25.43% |
| 2019 | +30.87% | +29.33% |
| 2018 | -9.66% | -16.87% |
| 2017 | +14.27% | N/A |
| 2016 | +23.15% | N/A |
| 2015 | +0.85% | N/A |
| 2014 | +18.09% | N/A |
| 2013 | +34.59% | N/A |
| 2012 | +20.94% | N/A |
| 2011 | +2.85% | N/A |
| 2010 | +18.76% | N/A |
| 2009 | +23.56% | N/A |
| 2008 | -31.56% | N/A |
| 2007 | +3.44% | N/A |
| 2006 | +25.10% | N/A |
| 2005 | +12.83% | N/A |
| 2004 | +21.73% | N/A |
| 2003 | +32.31% | N/A |
| 2002 | -12.09% | N/A |
| 2001 | +0.72% | N/A |
| 2000 | +9.53% | N/A |
IUSV vs XLC Drawdown Comparison
The maximum drawdown for IUSV was -56.91%, occurring on Mar 9, 2009. Recovery took 840 trading sessions.
The maximum drawdown for XLC was -46.65%, occurring on Nov 3, 2022. Recovery took 692 trading sessions.
The current IUSV drawdown is -0.29%. The current XLC drawdown is -2.31%.
| Rank | IUSV | XLC |
|---|---|---|
| #1 | -56.91% Oct 9, 2007 - Feb 8, 2011 | -46.65% Sep 1, 2021 - Jun 4, 2024 |
| #2 | -37.54% Jan 17, 2020 - Dec 31, 2020 | -30.15% Feb 19, 2020 - Jul 10, 2020 |
| #3 | -30.83% Mar 19, 2002 - Sep 18, 2003 | -24.32% Jul 25, 2018 - Jul 26, 2019 |
| #4 | -20.41% Jul 7, 2011 - Feb 3, 2012 | -17.97% Feb 14, 2025 - Jun 24, 2025 |
| #5 | -19.50% May 22, 2001 - Mar 11, 2002 | -11.32% Sep 2, 2020 - Nov 24, 2020 |
| #6 | -18.96% Jan 26, 2018 - Apr 23, 2019 | -10.58% Jan 30, 2026 - Mar 27, 2026 |
| #7 | -17.94% Apr 20, 2022 - Feb 1, 2023 | -7.58% Sep 19, 2025 - Jan 29, 2026 |
| #8 | -17.76% Nov 29, 2024 - Aug 22, 2025 | -7.39% Jul 26, 2019 - Nov 15, 2019 |
| #9 | -13.64% Jul 16, 2015 - Apr 1, 2016 | -6.41% Jul 10, 2024 - Sep 19, 2024 |
| #10 | -12.99% Feb 12, 2001 - May 16, 2001 | -6.25% Dec 12, 2024 - Jan 30, 2025 |
| #11 | -11.27% Jul 31, 2023 - Dec 1, 2023 | -5.14% Apr 29, 2021 - Jun 4, 2021 |
| #12 | -10.44% Jul 13, 2007 - Oct 5, 2007 | -4.89% Jan 17, 2020 - Feb 12, 2020 |
| #13 | -10.11% Mar 26, 2012 - Aug 6, 2012 | -4.77% Mar 22, 2021 - Apr 5, 2021 |
| #14 | -9.83% Feb 2, 2023 - Jun 15, 2023 | -4.70% Jan 26, 2021 - Feb 4, 2021 |
| #15 | -7.87% May 3, 2019 - Jul 1, 2019 | -3.57% Jan 8, 2021 - Jan 20, 2021 |
Correlation
Correlation between IUSV and XLC is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2000 - 2026)
IUSV vs XLC dividend yield comparison.
| Year | IUSV | XLC |
|---|---|---|
| 2026 | 0.36% | 0.31% |
| 2025 | 1.78% | 1.13% |
| 2024 | 2.15% | 0.99% |
| 2023 | 1.75% | 0.82% |
| 2022 | 2.22% | 1.10% |
| 2021 | 1.87% | 0.74% |
| 2020 | 2.40% | 0.68% |
| 2019 | 2.19% | 0.82% |
| 2018 | 2.66% | 0.64% |
| 2017 | 1.93% | 0.00% |
| 2016 | 4.44% | 0.00% |
| 2015 | 7.63% | 0.00% |
| 2014 | 5.58% | 0.00% |
| 2013 | 5.85% | 0.00% |
| 2012 | 6.73% | 0.00% |
| 2011 | 6.69% | 0.00% |
| 2010 | 5.94% | 0.00% |
| 2009 | 6.89% | 0.00% |
| 2008 | 10.74% | 0.00% |
| 2007 | 7.17% | 0.00% |
| 2006 | 5.76% | 0.00% |
| 2005 | 6.74% | 0.00% |
| 2004 | 5.61% | 0.00% |
| 2003 | 5.64% | 0.00% |
| 2002 | 6.14% | 0.00% |
| 2001 | 5.05% | 0.00% |
| 2000 | 2.49% | 0.00% |
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