XLC vs SPMO
Comparison between STATE STREET(R) COMMUNICATION SERVICES SELECT SECTOR SPDR(R) ETF (XLC, ETF) and INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF).
5-Year PerformanceSPMO has outperformed XLC, delivering a return of +21.4% compared to +7.4%
XLC vs SPMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLC
$22B
SPMO
$22B
Expense Ratio
Winner
XLC
0.08%
SPMO
0.13%
Max Drawdown
XLC
47.23%
Winner
SPMO
31.31%
Sharpe Ratio
XLC
0.14
Winner
SPMO
1.19
5Y Beta
Winner
XLC
0.82
SPMO
1.25
P/E Ratio
Winner
XLC
18.83
SPMO
33.07
Forward P/E
Winner
XLC
16.08
SPMO
18.03
PEG Ratio
XLC
0.41
Winner
SPMO
0.18
5Y Dividends CAGR
Winner
XLC
22.22%
SPMO
14.50%
5Y EPS CAGR
XLC
21.94%
Winner
SPMO
34.33%
Debt to Equity
XLC
38.74%
Winner
SPMO
28.23%
P/S Ratio
Winner
XLC
2.24
SPMO
4.49
P/B Ratio
Winner
XLC
3.22
SPMO
7.80
XLC vs SPMO - Holdings Comparison
XLC and SPMO have 6 common holdings. Overlap is 8.58%
XLC's top 25 holdings weight is 99.95%. SPMO's top 25 holdings weight is 77.33%.
| Rank | XLC | SPMO |
|---|---|---|
| #1 | META PLATFORMS INC CLASS A (META) - 19.33% | MICRON TECHNOLOGY INC (MU) - 10.02% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 10.90% | NVIDIA CORP (NVDA) - 8.54% |
| #3 | ALPHABET INC CLASS C (GOOG) - 8.77% | BROADCOM INC (AVGO) - 6.71% |
| #4 | T-MOBILE US INC (TMUS) - 4.62% | ALPHABET INC CLASS A (GOOGL) - 4.70% |
| #5 | ELECTRONIC ARTS INC (EA) - 4.33% | ADVANCED MICRO DEVICES INC (AMD) - 4.26% |
| #6 | WARNER BROS. DISCOVERY INC ORDINARY SHARES CLASS A (WBD) - 4.31% | JOHNSON & JOHNSON (JNJ) - 4.23% |
| #7 | NETFLIX INC (NFLX) - 4.28% | ALPHABET INC CLASS C (GOOG) - 3.76% |
| #8 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 4.23% | LAM RESEARCH CORP (LRCX) - 3.74% |
| #9 | THE WALT DISNEY CO (DIS) - 4.22% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.77% |
| #10 | AT&T INC (T) - 4.21% | CATERPILLAR INC (CAT) - 2.73% |
| #11 | LIVE NATION ENTERTAINMENT INC (LYV) - 4.19% | INTEL CORP (INTC) - 2.66% |
| #12 | COMCAST CORP CLASS A (CMCSA) - 4.16% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.35% |
| #13 | VERIZON COMMUNICATIONS INC (VZ) - 4.16% | APPLIED MATERIALS INC (AMAT) - 2.29% |
| #14 | OMNICOM GROUP INC (OMC) - 4.06% | CISCO SYSTEMS INC (CSCO) - 1.88% |
| #15 | ECHOSTAR CORP CLASS A (ECHO) - 2.32% | GE AEROSPACE (GE) - 1.83% |
| #16 | TKO GROUP HOLDINGS INC (TKO) - 2.06% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.78% |
| #17 | FOX CORP CLASS A (FOXA) - 1.97% | WESTERN DIGITAL CORP (WDC) - 1.71% |
| #18 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 1.93% | KLA CORP (KLAC) - 1.63% |
| #19 | NEWS CORP CLASS A (NWSA) - 1.80% | THE GOLDMAN SACHS GROUP INC (GS) - 1.61% |
| #20 | THE TRADE DESK INC CLASS A (TTD) - 1.46% | RTX CORP (RTX) - 1.53% |
| #21 | FOX CORP CLASS B (FOX) - 1.23% | GE VERNOVA INC (GEV) - 1.45% |
| #22 | NEWS CORP CLASS B (NWS) - 0.67% | AMPHENOL CORP CLASS A (APH) - 1.37% |
| #23 | PARAMOUNT SKYDANCE CORP ORDINARY SHARES CLASS B (PSKY) - 0.51% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.32% |
| #24 | S&P EMINI COM SER SEP26 XCME 20260918 (n/a) - 0.16% | COCA-COLA CO (KO) - 1.27% |
| #25 | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.07% | n/a (PLTR) - 1.19% |
| Total Holdings | 26 | 102 |
XLC vs SPMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLC
+2.97%
SPMO
-7.40%
3M
XLC
-5.84%
Winner
SPMO
+18.38%
6M
XLC
-3.45%
Winner
SPMO
+27.79%
1Y
XLC
+3.54%
Winner
SPMO
+32.36%
5Y(CAGR)
XLC
+7.36%
Winner
SPMO
+21.37%
10Y(CAGR)
XLC
+11.33%
Winner
SPMO
+20.66%
Max(CAGR)
XLC
+11.33%
Winner
SPMO
+19.43%
XLC vs SPMO - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | XLC | SPMO |
|---|---|---|
| 2026 | -5.33% | +25.63% |
| 2025 | +22.47% | +25.85% |
| 2024 | +35.46% | +47.17% |
| 2023 | +50.86% | +19.46% |
| 2022 | -38.06% | -10.46% |
| 2021 | +17.71% | +24.36% |
| 2020 | +25.43% | +27.55% |
| 2019 | +29.33% | +25.67% |
| 2018 | -16.87% | -1.19% |
| 2017 | N/A | +28.51% |
| 2016 | N/A | +7.37% |
| 2015 | N/A | +2.79% |
XLC vs SPMO Drawdown Comparison
The maximum drawdown for XLC was -46.65%, occurring on Nov 3, 2022. Recovery took 692 trading sessions.
The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current XLC drawdown is -7.84%. The current SPMO drawdown is -7.40%.
| Rank | XLC | SPMO |
|---|---|---|
| #1 | -46.65% Sep 1, 2021 - Jun 4, 2024 | -30.93% Feb 19, 2020 - Jul 8, 2020 |
| #2 | -30.15% Feb 19, 2020 - Jul 10, 2020 | -23.38% Oct 1, 2018 - Jun 19, 2019 |
| #3 | -24.32% Jul 25, 2018 - Jul 26, 2019 | -22.75% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -17.97% Feb 14, 2025 - Jun 24, 2025 | -20.13% Feb 13, 2025 - May 13, 2025 |
| #5 | -11.56% Jan 30, 2026 - Jun 25, 2026 | -13.16% Jul 10, 2024 - Oct 4, 2024 |
| #6 | -11.32% Sep 2, 2020 - Nov 24, 2020 | -12.70% Oct 29, 2025 - Apr 13, 2026 |
| #7 | -7.58% Sep 19, 2025 - Jan 29, 2026 | -11.03% Nov 25, 2015 - Jul 25, 2016 |
| #8 | -7.39% Jul 26, 2019 - Nov 15, 2019 | -10.99% Jun 22, 2026 - Jul 17, 2026 |
| #9 | -6.41% Jul 10, 2024 - Sep 19, 2024 | -10.67% Feb 12, 2021 - Apr 9, 2021 |
| #10 | -6.25% Dec 12, 2024 - Jan 30, 2025 | -9.50% Mar 12, 2018 - Jun 4, 2018 |
| #11 | -5.14% Apr 29, 2021 - Jun 4, 2021 | -8.97% Jan 26, 2018 - Mar 9, 2018 |
| #12 | -4.89% Jan 17, 2020 - Feb 12, 2020 | -8.93% Sep 2, 2020 - Oct 12, 2020 |
| #13 | -4.77% Mar 22, 2021 - Apr 5, 2021 | -8.79% Oct 13, 2020 - Nov 6, 2020 |
| #14 | -4.70% Jan 26, 2021 - Feb 4, 2021 | -8.00% Apr 16, 2021 - Jun 22, 2021 |
| #15 | -3.57% Jan 8, 2021 - Jan 20, 2021 | -7.45% Mar 22, 2024 - May 15, 2024 |
Correlation
Correlation between XLC and SPMO is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2015 - 2026)
XLC vs SPMO dividend yield comparison.
| Year | XLC | SPMO |
|---|---|---|
| 2026 | 0.58% | 0.38% |
| 2025 | 1.13% | 0.73% |
| 2024 | 0.99% | 0.48% |
| 2023 | 0.82% | 1.63% |
| 2022 | 1.10% | 1.66% |
| 2021 | 0.74% | 0.52% |
| 2020 | 0.68% | 1.27% |
| 2019 | 0.82% | 1.39% |
| 2018 | 0.64% | 1.05% |
| 2017 | 0.00% | 0.77% |
| 2016 | 0.00% | 1.94% |
| 2015 | 0.00% | 0.36% |
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