XLC vs DFUS
Comparison between STATE STREET(R) COMMUNICATION SERVICES SELECT SECTOR SPDR(R) ETF (XLC, ETF) and DIMENSIONAL U.S. EQUITY MARKET ETF (DFUS, ETF).
5-Year PerformanceDFUS has outperformed XLC, delivering a return of +13.1% compared to +7.2%
XLC vs DFUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLC
$22B
DFUS
$21B
Expense Ratio
Winner
XLC
0.08%
DFUS
0.09%
Max Drawdown
XLC
47.23%
Winner
DFUS
25.36%
Sharpe Ratio
XLC
0.12
Winner
DFUS
1.43
5Y Beta
Winner
XLC
0.81
DFUS
0.99
P/E Ratio
Winner
XLC
17.66
DFUS
26.82
Forward P/E
Winner
XLC
15.29
DFUS
20.48
PEG Ratio
XLC
0.35
DFUS
N/A
5Y Dividends CAGR
XLC
22.22%
Winner
DFUS
52.11%
5Y EPS CAGR
XLC
24.94%
Winner
DFUS
25.98%
Debt to Equity
XLC
38.27%
DFUS
N/A
P/S Ratio
Winner
XLC
2.23
DFUS
3.43
P/B Ratio
Winner
XLC
3.10
DFUS
5.35
XLC vs DFUS - Holdings Comparison
XLC and DFUS have 20 common holdings. Overlap is 9.23%
XLC's top 25 holdings weight is 99.95%. DFUS's top 25 holdings weight is 47.02%.
| Rank | XLC | DFUS |
|---|---|---|
| #1 | META PLATFORMS INC CLASS A (META) - 19.33% | NVIDIA CORP (NVDA) - 6.89% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 10.90% | APPLE INC (AAPL) - 6.18% |
| #3 | ALPHABET INC CLASS C (GOOG) - 8.77% | MICROSOFT CORP (MSFT) - 4.06% |
| #4 | T-MOBILE US INC (TMUS) - 4.62% | AMAZON.COM INC (AMZN) - 3.36% |
| #5 | ELECTRONIC ARTS INC (EA) - 4.33% | ALPHABET INC CLASS A (GOOGL) - 3.05% |
| #6 | WARNER BROS. DISCOVERY INC ORDINARY SHARES CLASS A (WBD) - 4.31% | BROADCOM INC (AVGO) - 2.64% |
| #7 | NETFLIX INC (NFLX) - 4.28% | ALPHABET INC CLASS C (GOOG) - 2.52% |
| #8 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 4.23% | META PLATFORMS INC CLASS A (META) - 1.81% |
| #9 | THE WALT DISNEY CO (DIS) - 4.22% | MICRON TECHNOLOGY INC (MU) - 1.73% |
| #10 | AT&T INC (T) - 4.21% | TESLA INC (TSLA) - 1.68% |
| #11 | LIVE NATION ENTERTAINMENT INC (LYV) - 4.19% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% |
| #12 | COMCAST CORP CLASS A (CMCSA) - 4.16% | JPMORGAN CHASE & CO (JPM) - 1.30% |
| #13 | VERIZON COMMUNICATIONS INC (VZ) - 4.16% | ELI LILLY AND CO (LLY) - 1.29% |
| #14 | OMNICOM GROUP INC (OMC) - 4.06% | ADVANCED MICRO DEVICES INC (AMD) - 1.22% |
| #15 | ECHOSTAR CORP CLASS A (ECHO) - 2.32% | EXXON MOBIL CORP (XOM) - 0.85% |
| #16 | TKO GROUP HOLDINGS INC (TKO) - 2.06% | INTEL CORP (INTC) - 0.85% |
| #17 | FOX CORP CLASS A (FOXA) - 1.97% | JOHNSON & JOHNSON (JNJ) - 0.82% |
| #18 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 1.93% | VISA INC CLASS A (V) - 0.80% |
| #19 | NEWS CORP CLASS A (NWSA) - 1.80% | WALMART INC (WMT) - 0.75% |
| #20 | THE TRADE DESK INC CLASS A (TTD) - 1.46% | LAM RESEARCH CORP (LRCX) - 0.70% |
| #21 | FOX CORP CLASS B (FOX) - 1.23% | APPLIED MATERIALS INC (AMAT) - 0.68% |
| #22 | NEWS CORP CLASS B (NWS) - 0.67% | CISCO SYSTEMS INC (CSCO) - 0.67% |
| #23 | PARAMOUNT SKYDANCE CORP ORDINARY SHARES CLASS B (PSKY) - 0.51% | CATERPILLAR INC (CAT) - 0.65% |
| #24 | S&P EMINI COM SER SEP26 XCME 20260918 (n/a) - 0.16% | COSTCO WHOLESALE CORP (COST) - 0.62% |
| #25 | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.07% | MASTERCARD INC CLASS A (MA) - 0.59% |
| Total Holdings | 26 | 1906 |
XLC vs DFUS - Historical Returns
Returns include dividend reinvestment.
1M
XLC
+0.21%
Winner
DFUS
+3.39%
3M
XLC
-4.97%
Winner
DFUS
+6.47%
6M
XLC
-3.34%
Winner
DFUS
+12.75%
1Y
XLC
+5.02%
Winner
DFUS
+24.42%
5Y(CAGR)
XLC
+7.17%
Winner
DFUS
+13.08%
10Y(CAGR)
XLC
+11.41%
DFUS
N/A
Max(CAGR)
XLC
+11.41%
Winner
DFUS
+13.64%
XLC vs DFUS - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | XLC | DFUS |
|---|---|---|
| 2026 | -4.28% | +14.27% |
| 2025 | +22.47% | +17.66% |
| 2024 | +35.46% | +25.28% |
| 2023 | +50.86% | +26.93% |
| 2022 | -38.06% | -18.83% |
| 2021 | +17.71% | +11.90% |
| 2020 | +25.43% | N/A |
| 2019 | +29.33% | N/A |
| 2018 | -16.87% | N/A |
XLC vs DFUS Drawdown Comparison
The maximum drawdown for XLC was -46.65%, occurring on Nov 3, 2022. Recovery took 692 trading sessions.
The maximum drawdown for DFUS was -24.62%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.
The current XLC drawdown is -6.81%.
| Rank | XLC | DFUS |
|---|---|---|
| #1 | -46.65% Sep 1, 2021 - Jun 4, 2024 | -24.62% Jan 3, 2022 - Dec 13, 2023 |
| #2 | -30.15% Feb 19, 2020 - Jul 10, 2020 | -19.44% Feb 19, 2025 - Jun 27, 2025 |
| #3 | -24.32% Jul 25, 2018 - Jul 26, 2019 | -8.96% Jan 27, 2026 - Apr 14, 2026 |
| #4 | -17.97% Feb 14, 2025 - Jun 24, 2025 | -8.66% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -11.73% Jan 30, 2026 - Jul 23, 2026 | -5.53% Mar 28, 2024 - May 14, 2024 |
| #6 | -11.32% Sep 2, 2020 - Nov 24, 2020 | -5.29% Oct 28, 2025 - Dec 10, 2025 |
| #7 | -7.58% Sep 19, 2025 - Jan 29, 2026 | -5.07% Sep 3, 2021 - Oct 20, 2021 |
| #8 | -7.39% Jul 26, 2019 - Nov 15, 2019 | -4.60% Dec 4, 2024 - Jan 23, 2025 |
| #9 | -6.41% Jul 10, 2024 - Sep 19, 2024 | -4.52% Nov 16, 2021 - Dec 27, 2021 |
| #10 | -6.25% Dec 12, 2024 - Jan 30, 2025 | -4.46% Jun 2, 2026 - Aug 3, 2026 |
| #11 | -5.14% Apr 29, 2021 - Jun 4, 2021 | -3.07% Jul 12, 2021 - Jul 23, 2021 |
| #12 | -4.89% Jan 17, 2020 - Feb 12, 2020 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #13 | -4.77% Mar 22, 2021 - Apr 5, 2021 | -2.77% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -4.70% Jan 26, 2021 - Feb 4, 2021 | -2.72% Dec 11, 2025 - Dec 23, 2025 |
| #15 | -3.57% Jan 8, 2021 - Jan 20, 2021 | -2.50% Jul 28, 2025 - Aug 12, 2025 |
Correlation
Correlation between XLC and DFUS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2018 - 2026)
XLC vs DFUS dividend yield comparison.
| Year | XLC | DFUS |
|---|---|---|
| 2026 | 0.58% | 0.44% |
| 2025 | 1.13% | 0.88% |
| 2024 | 0.99% | 1.04% |
| 2023 | 0.82% | 1.33% |
| 2022 | 1.10% | 1.48% |
| 2021 | 0.74% | 0.85% |
| 2020 | 0.68% | 0.00% |
| 2019 | 0.82% | 0.00% |
| 2018 | 0.64% | 0.00% |
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