XLC vs SHY

Comparison between THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND (XLC, ETF) and ISHARES 1-3 YEAR TREASURY BOND ETF (SHY, ETF).

5-Year PerformanceXLC has outperformed SHY, delivering a return of +10.2% compared to +1.7%

XLC vs SHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLC(ETF)	SHY(ETF)
Net Assets	$26B	$25B
Expense Ratio	0.08%	0.15%
Max Drawdown	47.23%	7.25%
Sharpe Ratio	1.21	-0.24
5Y Beta	0.83	-0.00
P/E Ratio	23.18	N/A
Forward P/E	13.12	N/A
PEG Ratio	0.46	N/A
5Y Dividends CAGR	23.41%	44.93%
5Y EPS CAGR	20.64%	N/A
Debt to Equity	45.92%	N/A
P/S Ratio	2.12	N/A
P/B Ratio	3.26	N/A

Net Assets

Winner

XLC

$26B

SHY

$25B

Expense Ratio

Winner

XLC

0.08%

SHY

0.15%

Max Drawdown

XLC

47.23%

Winner

SHY

7.25%

Sharpe Ratio

Winner

XLC

1.21

SHY

-0.24

5Y Beta

XLC

0.83

Winner

SHY

-0.00

P/E Ratio

XLC

23.18

SHY

N/A

Forward P/E

XLC

13.12

SHY

N/A

PEG Ratio

XLC

0.46

SHY

N/A

5Y Dividends CAGR

XLC

23.41%

Winner

SHY

44.93%

5Y EPS CAGR

XLC

20.64%

SHY

N/A

Debt to Equity

XLC

45.92%

SHY

N/A

P/S Ratio

XLC

2.12

SHY

N/A

P/B Ratio

XLC

3.26

SHY

N/A

XLC vs SHY - Historical Returns

Returns include dividend reinvestment.

Period	XLC	SHY
1 month	+0.91%	-0.08%
3 months	+1.38%	-0.07%
6 months	+2.70%	+0.94%
1 year	+18.24%	+3.53%
5 years(CAGR)	+10.18%	+1.71%
10 years(CAGR)	N/A	+1.64%
Max(CAGR)	+12.31%	+1.95%

Winner

XLC

+0.91%

SHY

-0.08%

Winner

XLC

+1.38%

SHY

-0.07%

Winner

XLC

+2.70%

SHY

+0.94%

Winner

XLC

+18.24%

SHY

+3.53%

5Y(CAGR)

Winner

XLC

+10.18%

SHY

+1.71%

10Y(CAGR)

XLC

N/A

SHY

+1.64%

Max(CAGR)

Winner

XLC

+12.31%

SHY

+1.95%

XLC vs SHY - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	XLC	SHY
2026	-0.58%	+0.32%
2025	+22.47%	+4.98%
2024	+35.46%	+4.04%
2023	+50.86%	+4.07%
2022	-38.06%	-3.77%
2021	+17.71%	-0.73%
2020	+25.43%	+2.99%
2019	+29.33%	+3.37%
2018	-16.87%	+1.50%
2017	N/A	+0.34%
2016	N/A	+0.69%
2015	N/A	+0.32%
2014	N/A	+0.40%
2013	N/A	+0.24%
2012	N/A	+0.34%
2011	N/A	+1.46%
2010	N/A	+2.14%
2009	N/A	+0.89%
2008	N/A	+6.42%
2007	N/A	+7.24%
2006	N/A	+3.75%
2005	N/A	+1.52%
2004	N/A	+0.91%
2003	N/A	+2.19%
2002	N/A	+2.03%

XLC vs SHY Drawdown Comparison

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

The maximum drawdown for SHY was -5.71%, occurring on Oct 20, 2022. Recovery took 713 trading sessions.

The current XLC drawdown is -3.21%. The current SHY drawdown is -0.37%.

Rank	XLC	SHY
#1	-46.65% Sep 1, 2021 - Jun 4, 2024	-5.71% Aug 2, 2021 - Jun 3, 2024
#2	-30.15% Feb 19, 2020 - Jul 10, 2020	-2.23% Mar 17, 2008 - Sep 15, 2008
#3	-24.32% Jul 25, 2018 - Jul 26, 2019	-1.90% Mar 24, 2004 - Oct 20, 2004
#4	-17.97% Feb 14, 2025 - Jun 24, 2025	-1.19% Dec 30, 2008 - Jul 8, 2009
#5	-11.32% Sep 2, 2020 - Nov 24, 2020	-1.07% Sep 7, 2017 - Nov 28, 2018
#6	-10.58% Jan 30, 2026 - Mar 27, 2026	-0.99% Jul 5, 2016 - Aug 11, 2017
#7	-7.58% Sep 19, 2025 - Jan 29, 2026	-0.98% Jun 13, 2003 - Sep 30, 2003
#8	-7.39% Jul 26, 2019 - Nov 15, 2019	-0.97% Sep 24, 2024 - Jan 27, 2025
#9	-6.41% Jul 10, 2024 - Sep 19, 2024	-0.89% Feb 27, 2026 - Mar 26, 2026
#10	-6.25% Dec 12, 2024 - Jan 30, 2025	-0.88% Sep 17, 2008 - Oct 2, 2008
#11	-5.14% Apr 29, 2021 - Jun 4, 2021	-0.87% Oct 25, 2004 - May 5, 2005
#12	-4.89% Jan 17, 2020 - Feb 12, 2020	-0.87% Dec 1, 2009 - Feb 5, 2010
#13	-4.77% Mar 22, 2021 - Apr 5, 2021	-0.81% Nov 1, 2010 - May 3, 2011
#14	-4.70% Jan 26, 2021 - Feb 4, 2021	-0.80% Oct 9, 2002 - Oct 31, 2002
#15	-3.57% Jan 8, 2021 - Jan 20, 2021	-0.75% Jul 10, 2009 - Aug 28, 2009

Correlation

Correlation between XLC and SHY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2002 - 2026)

XLC vs SHY dividend yield comparison.

Year	XLC	SHY
2026	0.31%	1.17%
2025	1.13%	3.81%
2024	0.99%	3.92%
2023	0.82%	2.99%
2022	1.10%	1.30%
2021	0.74%	0.26%
2020	0.68%	0.94%
2019	0.82%	2.12%
2018	0.64%	1.72%
2017	0.00%	0.98%
2016	0.00%	0.71%
2015	0.00%	0.54%
2014	0.00%	0.36%
2013	0.00%	0.26%
2012	0.00%	0.37%
2011	0.00%	0.81%
2010	0.00%	1.03%
2009	0.00%	2.41%
2008	0.00%	3.41%
2007	0.00%	4.27%
2006	0.00%	4.13%
2005	0.00%	3.05%
2004	0.00%	1.94%
2003	0.00%	1.59%
2002	0.00%	0.78%