StockComparison Logo
vs

XLC vs SCHA

Comparison between STATE STREET(R) COMMUNICATION SERVICES SELECT SECTOR SPDR(R) ETF (XLC, ETF) and SCHWAB U.S. SMALL-CAP ETF (SCHA, ETF).

5-Year PerformanceSCHA has outperformed XLC, delivering a return of +7.9% compared to +7.2%

XLC vs SCHA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XLC
$22B
Winner
SCHA
$22B
Expense Ratio
XLC
0.08%
Winner
SCHA
0.03%
Max Drawdown
XLC
47.23%
Winner
SCHA
43.02%
Sharpe Ratio
XLC
0.12
Winner
SCHA
1.51
5Y Beta
Winner
XLC
0.81
SCHA
1.11
P/E Ratio
Winner
XLC
17.66
SCHA
1446.04
Forward P/E
XLC
15.29
Winner
SCHA
14.75
PEG Ratio
XLC
0.35
SCHA
N/A
5Y Dividends CAGR
Winner
XLC
22.22%
SCHA
9.07%
5Y EPS CAGR
Winner
XLC
24.94%
SCHA
13.20%
Debt to Equity
Winner
XLC
38.27%
SCHA
44.58%
P/S Ratio
XLC
2.23
Winner
SCHA
1.38
P/B Ratio
XLC
3.10
Winner
SCHA
2.23

XLC vs SCHA - Holdings Comparison

XLC and SCHA have 1 common holdings. Overlap is 0.00%

XLC's top 25 holdings weight is 99.95%. SCHA's top 25 holdings weight is 7.29%.

RankXLCSCHA
#1
META PLATFORMS INC CLASS A (META) - 19.33%
SANDISK CORP ORDINARY SHARES (SNDK) - 0.50%
#2
ALPHABET INC CLASS A (GOOGL) - 10.90%
RIGETTI COMPUTING INC (RGTI) - 0.46%
#3
ALPHABET INC CLASS C (GOOG) - 8.77%
n/a (RKT) - 0.40%
#4
T-MOBILE US INC (TMUS) - 4.62%
D-WAVE QUANTUM INC (QBTS) - 0.38%
#5
ELECTRONIC ARTS INC (EA) - 4.33%
COEUR MINING INC (CDE) - 0.36%
#6
WARNER BROS. DISCOVERY INC ORDINARY SHARES CLASS A (WBD) - 4.31%
NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.35%
#7
NETFLIX INC (NFLX) - 4.28%
n/a (HIMS) - 0.33%
#8
TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 4.23%
ATI INC (ATI) - 0.29%
#9
THE WALT DISNEY CO (DIS) - 4.22%
IONIS PHARMACEUTICALS INC (IONS) - 0.29%
#10
AT&T INC (T) - 4.21%
SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 0.28%
#11
LIVE NATION ENTERTAINMENT INC (LYV) - 4.19%
STERLING INFRASTRUCTURE INC (STRL) - 0.28%
#12
COMCAST CORP CLASS A (CMCSA) - 4.16%
MUELLER INDUSTRIES INC (MLI) - 0.28%
#13
VERIZON COMMUNICATIONS INC (VZ) - 4.16%
LUMENTUM HOLDINGS INC (LITE) - 0.27%
#14
OMNICOM GROUP INC (OMC) - 4.06%
ENSIGN GROUP INC (ENSG) - 0.26%
#15
ECHOSTAR CORP CLASS A (ECHO) - 2.32%
RAMBUS INC (RMBS) - 0.26%
#16
TKO GROUP HOLDINGS INC (TKO) - 2.06%
SOUTHSTATE BANK CORP (SSB) - 0.25%
#17
FOX CORP CLASS A (FOXA) - 1.97%
ECHOSTAR CORP CLASS A (SATS) - 0.25%
#18
CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 1.93%
INTERDIGITAL INC (IDCC) - 0.24%
#19
NEWS CORP CLASS A (NWSA) - 1.80%
APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.24%
#20
THE TRADE DESK INC CLASS A (TTD) - 1.46%
BRIDGEBIO PHARMA INC (BBIO) - 0.24%
#21
FOX CORP CLASS B (FOX) - 1.23%
SILICON LABORATORIES INC (SLAB) - 0.22%
#22
NEWS CORP CLASS B (NWS) - 0.67%
SPIRIT AEROSYSTEMS HOLDINGS INC CLASS A (SPR) - 0.22%
#23
PARAMOUNT SKYDANCE CORP ORDINARY SHARES CLASS B (PSKY) - 0.51%
OSCAR HEALTH INC CLASS A (OSCR) - 0.22%
#24
S&P EMINI COM SER SEP26 XCME 20260918 (n/a) - 0.16%
PJT PARTNERS INC CLASS A (PJT) - 0.22%
#25
SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.07%
n/a (MWA) - 0.20%
Total Holdings261709

XLC vs SCHA - Historical Returns

Returns include dividend reinvestment.

1M
XLC
+0.21%
Winner
SCHA
+0.96%
3M
XLC
-4.97%
Winner
SCHA
+5.75%
6M
XLC
-3.34%
Winner
SCHA
+13.23%
1Y
XLC
+5.02%
Winner
SCHA
+36.66%
5Y(CAGR)
XLC
+7.17%
Winner
SCHA
+7.88%
10Y(CAGR)
Winner
XLC
+11.41%
SCHA
+10.85%
Max(CAGR)
XLC
+11.41%
Winner
SCHA
+12.45%

XLC vs SCHA - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearXLCSCHA
2026-4.28%+21.44%
2025+22.47%+11.64%
2024+35.46%+11.85%
2023+50.86%+19.16%
2022-38.06%-20.62%
2021+17.71%+18.07%
2020+25.43%+19.19%
2019+29.33%+26.04%
2018-16.87%-12.63%
2017N/A+14.15%
2016N/A+22.30%
2015N/A-3.91%
2014N/A+7.50%
2013N/A+35.74%
2012N/A+16.68%
2011N/A-4.64%
2010N/A+25.72%
2009N/A+9.88%

XLC vs SCHA Drawdown Comparison

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

The maximum drawdown for SCHA was -42.41%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

The current XLC drawdown is -6.81%. The current SCHA drawdown is -3.60%.

RankXLCSCHA
#1-46.65%
Sep 1, 2021 - Jun 4, 2024		-42.41%
Jan 16, 2020 - Nov 9, 2020
#2-30.15%
Feb 19, 2020 - Jul 10, 2020		-30.79%
Nov 8, 2021 - Oct 16, 2024
#3-24.32%
Jul 25, 2018 - Jul 26, 2019		-28.37%
Apr 29, 2011 - Sep 6, 2012
#4-17.97%
Feb 14, 2025 - Jun 24, 2025		-27.29%
Nov 25, 2024 - Sep 18, 2025
#5-11.73%
Jan 30, 2026 - Jul 23, 2026		-26.45%
Aug 31, 2018 - Jan 16, 2020
#6-11.32%
Sep 2, 2020 - Nov 24, 2020		-24.96%
Jun 23, 2015 - Nov 11, 2016
#7-7.58%
Sep 19, 2025 - Jan 29, 2026		-19.99%
Apr 23, 2010 - Nov 5, 2010
#8-7.39%
Jul 26, 2019 - Nov 15, 2019		-12.15%
Jul 3, 2014 - Dec 23, 2014
#9-6.41%
Jul 10, 2024 - Sep 19, 2024		-9.55%
Sep 14, 2012 - Jan 2, 2013
#10-6.25%
Dec 12, 2024 - Jan 30, 2025		-9.51%
Jan 22, 2026 - Apr 13, 2026
#11-5.14%
Apr 29, 2021 - Jun 4, 2021		-9.18%
Jan 23, 2018 - May 17, 2018
#12-4.89%
Jan 17, 2020 - Feb 12, 2020		-9.05%
Jun 30, 2026 - Jul 29, 2026
#13-4.77%
Mar 22, 2021 - Apr 5, 2021		-9.04%
Jan 19, 2010 - Mar 2, 2010
#14-4.70%
Jan 26, 2021 - Feb 4, 2021		-8.73%
Mar 15, 2021 - Jun 8, 2021
#15-3.57%
Jan 8, 2021 - Jan 20, 2021		-8.53%
Jun 8, 2021 - Oct 25, 2021

Correlation

Correlation between XLC and SCHA is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2009 - 2026)

XLC vs SCHA dividend yield comparison.

YearXLCSCHA
20260.58%0.40%
20251.13%1.26%
20240.99%1.51%
20230.82%1.42%
20221.10%1.37%
20210.74%1.19%
20200.68%1.05%
20190.82%1.39%
20180.64%1.58%
20170.00%1.24%
20160.00%1.50%
20150.00%1.48%
20140.00%1.45%
20130.00%1.14%
20120.00%1.87%
20110.00%1.23%
20100.00%0.98%
20090.00%0.22%

Select Stocks to Compare

Popular: XLC vs SPYSCHA vs SPY