XLC vs FNDX
Comparison between THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND (XLC, ETF) and SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF (FNDX, ETF).
5-Year PerformanceFNDX has outperformed XLC, delivering a return of +12.5% compared to +9.5%
XLC vs FNDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLC
$24B
FNDX
$24B
Expense Ratio
Winner
XLC
0.08%
FNDX
0.25%
Max Drawdown
XLC
47.23%
Winner
FNDX
37.72%
Sharpe Ratio
XLC
1.27
Winner
FNDX
2.45
5Y Beta
XLC
0.83
Winner
FNDX
0.78
P/E Ratio
Winner
XLC
22.94
FNDX
25.01
Forward P/E
Winner
XLC
13.07
FNDX
16.80
PEG Ratio
XLC
0.46
FNDX
N/A
5Y Dividends CAGR
Winner
XLC
23.41%
FNDX
6.14%
5Y EPS CAGR
Winner
XLC
20.86%
FNDX
14.26%
Debt to Equity
XLC
46.04%
Winner
FNDX
34.81%
P/S Ratio
XLC
2.12
Winner
FNDX
1.50
P/B Ratio
XLC
3.23
Winner
FNDX
2.85
XLC vs FNDX - Holdings Comparison
XLC and FNDX have 16 common holdings. Overlap is 8.75%
XLC's top 25 holdings weight is 100.01%. FNDX's top 25 holdings weight is 33.65%.
| Rank | XLC | FNDX |
|---|---|---|
| #1 | META PLATFORMS INC CLASS A (META) - 14.90% | APPLE INC (AAPL) - 4.20% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 9.08% | EXXON MOBIL CORP (XOM) - 2.48% |
| #3 | ALPHABET INC CLASS C (GOOG) - 7.24% | MICROSOFT CORP (MSFT) - 2.32% |
| #4 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 4.71% | ALPHABET INC CLASS A (GOOGL) - 2.29% |
| #5 | THE WALT DISNEY CO (DIS) - 4.53% | INTEL CORP (INTC) - 1.98% |
| #6 | LIVE NATION ENTERTAINMENT INC (LYV) - 4.35% | AMAZON.COM INC (AMZN) - 1.86% |
| #7 | ECHOSTAR CORP CLASS A (SATS) - 4.30% | ALPHABET INC CLASS C (GOOG) - 1.83% |
| #8 | OMNICOM GROUP INC (OMC) - 4.27% | CHEVRON CORP (CVX) - 1.60% |
| #9 | ELECTRONIC ARTS INC (EA) - 4.22% | JPMORGAN CHASE & CO (JPM) - 1.50% |
| #10 | WARNER BROS. DISCOVERY INC ORDINARY SHARES CLASS A (WBD) - 4.21% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.49% |
| #11 | NETFLIX INC (NFLX) - 4.18% | META PLATFORMS INC CLASS A (META) - 1.38% |
| #12 | COMCAST CORP CLASS A (CMCSA) - 3.91% | UNITEDHEALTH GROUP INC (UNH) - 1.38% |
| #13 | T-MOBILE US INC (TMUS) - 3.91% | WALMART INC (WMT) - 1.17% |
| #14 | VERIZON COMMUNICATIONS INC (VZ) - 3.91% | VERIZON COMMUNICATIONS INC (VZ) - 1.02% |
| #15 | AT&T INC (T) - 3.78% | JOHNSON & JOHNSON (JNJ) - 1.02% |
| #16 | TKO GROUP HOLDINGS INC (TKO) - 3.25% | BANK OF AMERICA CORP (BAC) - 0.93% |
| #17 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 3.03% | CITIGROUP INC (C) - 0.91% |
| #18 | THE TRADE DESK INC CLASS A (TTD) - 2.86% | AT&T INC (T) - 0.89% |
| #19 | FOX CORP CLASS A (FOXA) - 2.74% | MICRON TECHNOLOGY INC (MU) - 0.87% |
| #20 | NEWS CORP CLASS A (NWSA) - 2.59% | CVS HEALTH CORP (CVS) - 0.85% |
| #21 | FOX CORP CLASS B (FOX) - 1.74% | n/a (WBD) - 0.34% |
| #22 | NEWS CORP CLASS B (NWS) - 0.99% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.34% |
| #23 | PARAMOUNT SKYDANCE CORP ORDINARY SHARES CLASS B (PSKY) - 0.86% | LAM RESEARCH CORP (LRCX) - 0.34% |
| #24 | S&P EMINI COM SER JUN26 XCME 20260618 (n/a) - 0.28% | ARCHER-DANIELS-MIDLAND CO (ADM) - 0.33% |
| #25 | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.17% | QUALCOMM INC (QCOM) - 0.33% |
| Total Holdings | 26 | 698 |
XLC vs FNDX - Historical Returns
Returns include dividend reinvestment.
1M
XLC
+2.75%
Winner
FNDX
+5.89%
3M
XLC
+0.37%
Winner
FNDX
+4.78%
6M
XLC
+4.98%
Winner
FNDX
+15.61%
1Y
XLC
+21.19%
Winner
FNDX
+33.60%
5Y(CAGR)
XLC
+9.45%
Winner
FNDX
+12.55%
10Y(CAGR)
XLC
N/A
FNDX
+14.27%
Max(CAGR)
XLC
+12.46%
Winner
FNDX
+13.08%
XLC vs FNDX - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | XLC | FNDX |
|---|---|---|
| 2026 | +0.35% | +11.16% |
| 2025 | +22.47% | +17.28% |
| 2024 | +35.46% | +16.68% |
| 2023 | +50.86% | +18.38% |
| 2022 | -38.06% | -7.68% |
| 2021 | +17.71% | +33.32% |
| 2020 | +25.43% | +8.38% |
| 2019 | +29.33% | +28.34% |
| 2018 | -16.87% | -8.02% |
| 2017 | N/A | +16.22% |
| 2016 | N/A | +17.88% |
| 2015 | N/A | -2.97% |
| 2014 | N/A | +13.26% |
| 2013 | N/A | +11.33% |
XLC vs FNDX Drawdown Comparison
The maximum drawdown for XLC was -46.65%, occurring on Nov 3, 2022. Recovery took 692 trading sessions.
The maximum drawdown for FNDX was -37.72%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The current XLC drawdown is -2.31%. The current FNDX drawdown is -0.07%.
| Rank | XLC | FNDX |
|---|---|---|
| #1 | -46.65% Sep 1, 2021 - Jun 4, 2024 | -37.72% Feb 12, 2020 - Nov 13, 2020 |
| #2 | -30.15% Feb 19, 2020 - Jul 10, 2020 | -19.64% Sep 21, 2018 - Jul 3, 2019 |
| #3 | -24.32% Jul 25, 2018 - Jul 26, 2019 | -19.04% Jan 12, 2022 - Jul 12, 2023 |
| #4 | -17.97% Feb 14, 2025 - Jun 24, 2025 | -16.30% Feb 19, 2025 - Jul 1, 2025 |
| #5 | -11.32% Sep 2, 2020 - Nov 24, 2020 | -14.24% May 21, 2015 - Apr 27, 2016 |
| #6 | -10.58% Jan 30, 2026 - Mar 27, 2026 | -10.80% Jan 26, 2018 - Aug 27, 2018 |
| #7 | -7.58% Sep 19, 2025 - Jan 29, 2026 | -10.14% Jul 31, 2023 - Dec 1, 2023 |
| #8 | -7.39% Jul 26, 2019 - Nov 15, 2019 | -7.77% Sep 19, 2014 - Nov 6, 2014 |
| #9 | -6.41% Jul 10, 2024 - Sep 19, 2024 | -6.77% Jul 26, 2019 - Sep 11, 2019 |
| #10 | -6.25% Dec 12, 2024 - Jan 30, 2025 | -6.45% Jul 16, 2024 - Aug 23, 2024 |
| #11 | -5.14% Apr 29, 2021 - Jun 4, 2021 | -6.20% Dec 31, 2013 - Feb 28, 2014 |
| #12 | -4.89% Jan 17, 2020 - Feb 12, 2020 | -6.07% Feb 11, 2026 - Apr 16, 2026 |
| #13 | -4.77% Mar 22, 2021 - Apr 5, 2021 | -6.05% Nov 29, 2024 - Feb 19, 2025 |
| #14 | -4.70% Jan 26, 2021 - Feb 4, 2021 | -5.42% Jun 8, 2021 - Aug 11, 2021 |
| #15 | -3.57% Jan 8, 2021 - Jan 20, 2021 | -5.38% Nov 8, 2021 - Dec 27, 2021 |
Correlation
Correlation between XLC and FNDX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2013 - 2026)
XLC vs FNDX dividend yield comparison.
| Year | XLC | FNDX |
|---|---|---|
| 2026 | 0.31% | 0.37% |
| 2025 | 1.13% | 1.63% |
| 2024 | 0.99% | 1.76% |
| 2023 | 0.82% | 1.82% |
| 2022 | 1.10% | 2.07% |
| 2021 | 0.74% | 1.65% |
| 2020 | 0.68% | 2.29% |
| 2019 | 0.82% | 2.23% |
| 2018 | 0.64% | 2.40% |
| 2017 | 0.00% | 1.87% |
| 2016 | 0.00% | 2.01% |
| 2015 | 0.00% | 2.01% |
| 2014 | 0.00% | 1.62% |
| 2013 | 0.00% | 0.53% |
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