XLC vs IWP
Comparison between STATE STREET(R) COMMUNICATION SERVICES SELECT SECTOR SPDR(R) ETF (XLC, ETF) and ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF).
5-Year PerformanceXLC has outperformed IWP, delivering a return of +7.2% compared to +5.1%
XLC vs IWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLC
$22B
IWP
$22B
Expense Ratio
Winner
XLC
0.08%
IWP
0.23%
Max Drawdown
Winner
XLC
47.23%
IWP
57.34%
Sharpe Ratio
Winner
XLC
0.12
IWP
0.02
5Y Beta
Winner
XLC
0.81
IWP
1.16
P/E Ratio
Winner
XLC
17.66
IWP
53.89
Forward P/E
Winner
XLC
15.29
IWP
26.97
PEG Ratio
XLC
0.35
IWP
N/A
5Y Dividends CAGR
Winner
XLC
22.22%
IWP
9.93%
5Y EPS CAGR
XLC
24.94%
IWP
N/A
Debt to Equity
Winner
XLC
38.27%
IWP
366.05%
P/S Ratio
Winner
XLC
2.23
IWP
2.46
P/B Ratio
Winner
XLC
3.10
IWP
11.58
XLC vs IWP - Holdings Comparison
XLC and IWP have 6 common holdings. Overlap is 1.95%
XLC's top 25 holdings weight is 99.95%. IWP's top 25 holdings weight is 35.96%.
| Rank | XLC | IWP |
|---|---|---|
| #1 | META PLATFORMS INC CLASS A (META) - 19.33% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.61% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 10.90% | CLOUDFLARE INC (NET) - 2.47% |
| #3 | ALPHABET INC CLASS C (GOOG) - 8.77% | DATADOG INC CLASS A (DDOG) - 2.40% |
| #4 | T-MOBILE US INC (TMUS) - 4.62% | SIMON PROPERTY GROUP INC (SPG) - 2.08% |
| #5 | ELECTRONIC ARTS INC (EA) - 4.33% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.94% |
| #6 | WARNER BROS. DISCOVERY INC ORDINARY SHARES CLASS A (WBD) - 4.31% | COMFORT SYSTEMS USA INC (FIX) - 1.77% |
| #7 | NETFLIX INC (NFLX) - 4.28% | LUMENTUM HOLDINGS INC (LITE) - 1.71% |
| #8 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 4.23% | TARGA RESOURCES CORP (TRGP) - 1.71% |
| #9 | THE WALT DISNEY CO (DIS) - 4.22% | TERADYNE INC (TER) - 1.68% |
| #10 | AT&T INC (T) - 4.21% | CENCORA INC (COR) - 1.62% |
| #11 | LIVE NATION ENTERTAINMENT INC (LYV) - 4.19% | VISTRA CORP (VST) - 1.57% |
| #12 | COMCAST CORP CLASS A (CMCSA) - 4.16% | W.W. GRAINGER INC (GWW) - 1.46% |
| #13 | VERIZON COMMUNICATIONS INC (VZ) - 4.16% | ASTERA LABS INC (ALAB) - 1.40% |
| #14 | OMNICOM GROUP INC (OMC) - 4.06% | MARATHON PETROLEUM CORP (MPC) - 1.38% |
| #15 | ECHOSTAR CORP CLASS A (ECHO) - 2.32% | AUTODESK INC (ADSK) - 1.28% |
| #16 | TKO GROUP HOLDINGS INC (TKO) - 2.06% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.27% |
| #17 | FOX CORP CLASS A (FOXA) - 1.97% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.24% |
| #18 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 1.93% | ROCKWELL AUTOMATION INC (ROK) - 1.23% |
| #19 | NEWS CORP CLASS A (NWSA) - 1.80% | CHIPOTLE MEXICAN GRILL INC (CMG) - 1.22% |
| #20 | THE TRADE DESK INC CLASS A (TTD) - 1.46% | FASTENAL CO (FAST) - 1.21% |
| #21 | FOX CORP CLASS B (FOX) - 1.23% | COUPANG INC ORDINARY SHARES CLASS A (CPNG) - 0.56% |
| #22 | NEWS CORP CLASS B (NWS) - 0.67% | FABRINET (FN) - 0.54% |
| #23 | PARAMOUNT SKYDANCE CORP ORDINARY SHARES CLASS B (PSKY) - 0.51% | HEICO CORP CLASS A (HEI-A) - 0.54% |
| #24 | S&P EMINI COM SER SEP26 XCME 20260918 (n/a) - 0.16% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.54% |
| #25 | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.07% | SYSCO CORP (SYY) - 0.53% |
| Total Holdings | 26 | 230 |
XLC vs IWP - Historical Returns
Returns include dividend reinvestment.
1M
XLC
+0.21%
Winner
IWP
+1.54%
3M
XLC
-4.97%
Winner
IWP
+4.32%
6M
XLC
-3.34%
Winner
IWP
+6.47%
1Y
Winner
XLC
+5.02%
IWP
+3.08%
5Y(CAGR)
Winner
XLC
+7.17%
IWP
+5.12%
10Y(CAGR)
XLC
+11.41%
Winner
IWP
+12.12%
Max(CAGR)
Winner
XLC
+11.41%
IWP
+9.31%
XLC vs IWP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | XLC | IWP |
|---|---|---|
| 2026 | -4.28% | +4.44% |
| 2025 | +22.47% | +7.84% |
| 2024 | +35.46% | +23.83% |
| 2023 | +50.86% | +26.60% |
| 2022 | -38.06% | -26.14% |
| 2021 | +17.71% | +14.23% |
| 2020 | +25.43% | +33.86% |
| 2019 | +29.33% | +35.72% |
| 2018 | -16.87% | -5.68% |
| 2017 | N/A | +24.12% |
| 2016 | N/A | +8.86% |
| 2015 | N/A | -0.33% |
| 2014 | N/A | +12.77% |
| 2013 | N/A | +32.21% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | -2.97% |
| 2010 | N/A | +24.30% |
| 2009 | N/A | +40.22% |
| 2008 | N/A | -43.79% |
| 2007 | N/A | +11.28% |
| 2006 | N/A | +8.69% |
| 2005 | N/A | +13.54% |
| 2004 | N/A | +15.71% |
| 2003 | N/A | +37.61% |
| 2002 | N/A | -27.76% |
| 2001 | N/A | -2.79% |
XLC vs IWP Drawdown Comparison
The maximum drawdown for XLC was -46.65%, occurring on Nov 3, 2022. Recovery took 692 trading sessions.
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The current XLC drawdown is -6.81%. The current IWP drawdown is -1.56%.
| Rank | XLC | IWP |
|---|---|---|
| #1 | -46.65% Sep 1, 2021 - Jun 4, 2024 | -56.92% Oct 9, 2007 - Jan 14, 2011 |
| #2 | -30.15% Feb 19, 2020 - Jul 10, 2020 | -39.72% Aug 1, 2001 - Dec 1, 2003 |
| #3 | -24.32% Jul 25, 2018 - Jul 26, 2019 | -38.62% Nov 16, 2021 - Oct 11, 2024 |
| #4 | -17.97% Feb 14, 2025 - Jun 24, 2025 | -35.87% Feb 19, 2020 - Jul 8, 2020 |
| #5 | -11.73% Jan 30, 2026 - Jul 23, 2026 | -25.20% Feb 18, 2025 - Jul 3, 2025 |
| #6 | -11.32% Sep 2, 2020 - Nov 24, 2020 | -25.03% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -7.58% Sep 19, 2025 - Jan 29, 2026 | -22.49% Sep 14, 2018 - Mar 21, 2019 |
| #8 | -7.39% Jul 26, 2019 - Nov 15, 2019 | -20.26% Apr 23, 2015 - Aug 23, 2016 |
| #9 | -6.41% Jul 10, 2024 - Sep 19, 2024 | -14.79% Oct 27, 2025 - Jun 30, 2026 |
| #10 | -6.25% Dec 12, 2024 - Jan 30, 2025 | -14.14% Apr 5, 2004 - Nov 11, 2004 |
| #11 | -5.14% Apr 29, 2021 - Jun 4, 2021 | -13.73% May 8, 2006 - Nov 15, 2006 |
| #12 | -4.89% Jan 17, 2020 - Feb 12, 2020 | -13.49% Feb 12, 2021 - Jun 24, 2021 |
| #13 | -4.77% Mar 22, 2021 - Apr 5, 2021 | -11.47% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -4.70% Jan 26, 2021 - Feb 4, 2021 | -11.32% Apr 2, 2012 - Sep 13, 2012 |
| #15 | -3.57% Jan 8, 2021 - Jan 20, 2021 | -10.16% Sep 5, 2014 - Nov 6, 2014 |
Correlation
Correlation between XLC and IWP is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2001 - 2026)
XLC vs IWP dividend yield comparison.
| Year | XLC | IWP |
|---|---|---|
| 2026 | 0.58% | 0.15% |
| 2025 | 1.13% | 0.37% |
| 2024 | 0.99% | 0.40% |
| 2023 | 0.82% | 0.54% |
| 2022 | 1.10% | 0.77% |
| 2021 | 0.74% | 0.30% |
| 2020 | 0.68% | 0.38% |
| 2019 | 0.82% | 0.60% |
| 2018 | 0.64% | 1.02% |
| 2017 | 0.00% | 0.78% |
| 2016 | 0.00% | 1.16% |
| 2015 | 0.00% | 0.98% |
| 2014 | 0.00% | 1.03% |
| 2013 | 0.00% | 0.80% |
| 2012 | 0.00% | 1.32% |
| 2011 | 0.00% | 0.93% |
| 2010 | 0.00% | 0.85% |
| 2009 | 0.00% | 0.87% |
| 2008 | 0.00% | 1.26% |
| 2007 | 0.00% | 0.63% |
| 2006 | 0.00% | 0.70% |
| 2005 | 0.00% | 0.47% |
| 2004 | 0.00% | 0.28% |
| 2003 | 0.00% | 0.18% |
| 2002 | 0.00% | 0.13% |
| 2001 | 0.00% | 0.03% |
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