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IWP vs XLC

Comparison between ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF) and STATE STREET(R) COMMUNICATION SERVICES SELECT SECTOR SPDR(R) ETF (XLC, ETF).

5-Year PerformanceXLC has outperformed IWP, delivering a return of +7.2% compared to +5.1%

IWP vs XLC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWP
$22B
Winner
XLC
$22B
Expense Ratio
IWP
0.23%
Winner
XLC
0.08%
Max Drawdown
IWP
57.34%
Winner
XLC
47.23%
Sharpe Ratio
IWP
0.02
Winner
XLC
0.12
5Y Beta
IWP
1.16
Winner
XLC
0.81
P/E Ratio
IWP
53.89
Winner
XLC
17.66
Forward P/E
IWP
26.97
Winner
XLC
15.29
PEG Ratio
IWP
N/A
XLC
0.35
5Y Dividends CAGR
IWP
9.93%
Winner
XLC
22.22%
5Y EPS CAGR
IWP
N/A
XLC
24.94%
Debt to Equity
IWP
366.05%
Winner
XLC
38.27%
P/S Ratio
IWP
2.46
Winner
XLC
2.23
P/B Ratio
IWP
11.58
Winner
XLC
3.10

IWP vs XLC - Holdings Comparison

IWP and XLC have 6 common holdings. Overlap is 1.95%

IWP's top 25 holdings weight is 35.96%. XLC's top 25 holdings weight is 99.95%.

RankIWPXLC
#1
SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.61%
META PLATFORMS INC CLASS A (META) - 19.33%
#2
CLOUDFLARE INC (NET) - 2.47%
ALPHABET INC CLASS A (GOOGL) - 10.90%
#3
DATADOG INC CLASS A (DDOG) - 2.40%
ALPHABET INC CLASS C (GOOG) - 8.77%
#4
SIMON PROPERTY GROUP INC (SPG) - 2.08%
T-MOBILE US INC (TMUS) - 4.62%
#5
ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.94%
ELECTRONIC ARTS INC (EA) - 4.33%
#6
COMFORT SYSTEMS USA INC (FIX) - 1.77%
WARNER BROS. DISCOVERY INC ORDINARY SHARES CLASS A (WBD) - 4.31%
#7
LUMENTUM HOLDINGS INC (LITE) - 1.71%
NETFLIX INC (NFLX) - 4.28%
#8
TARGA RESOURCES CORP (TRGP) - 1.71%
TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 4.23%
#9
TERADYNE INC (TER) - 1.68%
THE WALT DISNEY CO (DIS) - 4.22%
#10
CENCORA INC (COR) - 1.62%
AT&T INC (T) - 4.21%
#11
VISTRA CORP (VST) - 1.57%
LIVE NATION ENTERTAINMENT INC (LYV) - 4.19%
#12
W.W. GRAINGER INC (GWW) - 1.46%
COMCAST CORP CLASS A (CMCSA) - 4.16%
#13
ASTERA LABS INC (ALAB) - 1.40%
VERIZON COMMUNICATIONS INC (VZ) - 4.16%
#14
MARATHON PETROLEUM CORP (MPC) - 1.38%
OMNICOM GROUP INC (OMC) - 4.06%
#15
AUTODESK INC (ADSK) - 1.28%
ECHOSTAR CORP CLASS A (ECHO) - 2.32%
#16
MICROCHIP TECHNOLOGY INC (MCHP) - 1.27%
TKO GROUP HOLDINGS INC (TKO) - 2.06%
#17
TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.24%
FOX CORP CLASS A (FOXA) - 1.97%
#18
ROCKWELL AUTOMATION INC (ROK) - 1.23%
CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 1.93%
#19
CHIPOTLE MEXICAN GRILL INC (CMG) - 1.22%
NEWS CORP CLASS A (NWSA) - 1.80%
#20
FASTENAL CO (FAST) - 1.21%
THE TRADE DESK INC CLASS A (TTD) - 1.46%
#21
COUPANG INC ORDINARY SHARES CLASS A (CPNG) - 0.56%
FOX CORP CLASS B (FOX) - 1.23%
#22
FABRINET (FN) - 0.54%
NEWS CORP CLASS B (NWS) - 0.67%
#23
HEICO CORP CLASS A (HEI-A) - 0.54%
PARAMOUNT SKYDANCE CORP ORDINARY SHARES CLASS B (PSKY) - 0.51%
#24
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.54%
S&P EMINI COM SER SEP26 XCME 20260918 (n/a) - 0.16%
#25
SYSCO CORP (SYY) - 0.53%
SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.07%
Total Holdings23026

IWP vs XLC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IWP
+1.54%
XLC
+0.21%
3M
Winner
IWP
+4.32%
XLC
-4.97%
6M
Winner
IWP
+6.47%
XLC
-3.34%
1Y
IWP
+3.08%
Winner
XLC
+5.02%
5Y(CAGR)
IWP
+5.12%
Winner
XLC
+7.17%
10Y(CAGR)
Winner
IWP
+12.12%
XLC
+11.41%
Max(CAGR)
IWP
+9.31%
Winner
XLC
+11.41%

IWP vs XLC - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearIWPXLC
2026+4.44%-4.28%
2025+7.84%+22.47%
2024+23.83%+35.46%
2023+26.60%+50.86%
2022-26.14%-38.06%
2021+14.23%+17.71%
2020+33.86%+25.43%
2019+35.72%+29.33%
2018-5.68%-16.87%
2017+24.12%N/A
2016+8.86%N/A
2015-0.33%N/A
2014+12.77%N/A
2013+32.21%N/A
2012+14.17%N/A
2011-2.97%N/A
2010+24.30%N/A
2009+40.22%N/A
2008-43.79%N/A
2007+11.28%N/A
2006+8.69%N/A
2005+13.54%N/A
2004+15.71%N/A
2003+37.61%N/A
2002-27.76%N/A
2001-2.79%N/A

IWP vs XLC Drawdown Comparison

The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.

The maximum drawdown for XLC was -46.65%, occurring on Nov 3, 2022. Recovery took 692 trading sessions.

The current IWP drawdown is -1.56%. The current XLC drawdown is -6.81%.

RankIWPXLC
#1-56.92%
Oct 9, 2007 - Jan 14, 2011		-46.65%
Sep 1, 2021 - Jun 4, 2024
#2-39.72%
Aug 1, 2001 - Dec 1, 2003		-30.15%
Feb 19, 2020 - Jul 10, 2020
#3-38.62%
Nov 16, 2021 - Oct 11, 2024		-24.32%
Jul 25, 2018 - Jul 26, 2019
#4-35.87%
Feb 19, 2020 - Jul 8, 2020		-17.97%
Feb 14, 2025 - Jun 24, 2025
#5-25.20%
Feb 18, 2025 - Jul 3, 2025		-11.73%
Jan 30, 2026 - Jul 23, 2026
#6-25.03%
Jul 7, 2011 - Mar 26, 2012		-11.32%
Sep 2, 2020 - Nov 24, 2020
#7-22.49%
Sep 14, 2018 - Mar 21, 2019		-7.58%
Sep 19, 2025 - Jan 29, 2026
#8-20.26%
Apr 23, 2015 - Aug 23, 2016		-7.39%
Jul 26, 2019 - Nov 15, 2019
#9-14.79%
Oct 27, 2025 - Jun 30, 2026		-6.41%
Jul 10, 2024 - Sep 19, 2024
#10-14.14%
Apr 5, 2004 - Nov 11, 2004		-6.25%
Dec 12, 2024 - Jan 30, 2025
#11-13.73%
May 8, 2006 - Nov 15, 2006		-5.14%
Apr 29, 2021 - Jun 4, 2021
#12-13.49%
Feb 12, 2021 - Jun 24, 2021		-4.89%
Jan 17, 2020 - Feb 12, 2020
#13-11.47%
Jul 19, 2007 - Oct 5, 2007		-4.77%
Mar 22, 2021 - Apr 5, 2021
#14-11.32%
Apr 2, 2012 - Sep 13, 2012		-4.70%
Jan 26, 2021 - Feb 4, 2021
#15-10.16%
Sep 5, 2014 - Nov 6, 2014		-3.57%
Jan 8, 2021 - Jan 20, 2021

Correlation

Correlation between IWP and XLC is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2001 - 2026)

IWP vs XLC dividend yield comparison.

YearIWPXLC
20260.15%0.58%
20250.37%1.13%
20240.40%0.99%
20230.54%0.82%
20220.77%1.10%
20210.30%0.74%
20200.38%0.68%
20190.60%0.82%
20181.02%0.64%
20170.78%0.00%
20161.16%0.00%
20150.98%0.00%
20141.03%0.00%
20130.80%0.00%
20121.32%0.00%
20110.93%0.00%
20100.85%0.00%
20090.87%0.00%
20081.26%0.00%
20070.63%0.00%
20060.70%0.00%
20050.47%0.00%
20040.28%0.00%
20030.18%0.00%
20020.13%0.00%
20010.03%0.00%

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