XLC vs XLU
Comparison between THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND (XLC, ETF) and THE UTILITIES SELECT SECTOR SPDR FUND (XLU, ETF).
XLC is from the Communication Services sector, while XLU is from the Utilities sector.
5-Year PerformanceXLU has outperformed XLC, delivering a return of +9.5% compared to +9.5%
XLC vs XLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLC
$24B
Winner
XLU
$24B
Expense Ratio
XLC
0.08%
XLU
0.08%
Max Drawdown
Winner
XLC
47.23%
XLU
55.68%
Sharpe Ratio
Winner
XLC
1.27
XLU
0.73
5Y Beta
XLC
0.83
Winner
XLU
0.34
P/E Ratio
XLC
22.94
Winner
XLU
21.27
Forward P/E
Winner
XLC
13.07
XLU
19.32
PEG Ratio
Winner
XLC
0.46
XLU
0.90
5Y Dividends CAGR
Winner
XLC
23.41%
XLU
3.84%
5Y EPS CAGR
Winner
XLC
20.86%
XLU
12.64%
Debt to Equity
Winner
XLC
46.04%
XLU
130.53%
P/S Ratio
Winner
XLC
2.12
XLU
2.98
P/B Ratio
XLC
3.23
Winner
XLU
2.47
XLC vs XLU - Holdings Comparison
XLC and XLU have 1 common holdings. Overlap is 0.02%
XLC's top 25 holdings weight is 100.01%. XLU's top 25 holdings weight is 92.09%.
| Rank | XLC | XLU |
|---|---|---|
| #1 | META PLATFORMS INC CLASS A (META) - 14.90% | NEXTERA ENERGY INC (NEE) - 13.81% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 9.08% | SOUTHERN CO (SO) - 7.25% |
| #3 | ALPHABET INC CLASS C (GOOG) - 7.24% | DUKE ENERGY CORP (DUK) - 6.93% |
| #4 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 4.71% | CONSTELLATION ENERGY CORP (CEG) - 6.52% |
| #5 | THE WALT DISNEY CO (DIS) - 4.53% | AMERICAN ELECTRIC POWER CO INC (AEP) - 5.12% |
| #6 | LIVE NATION ENTERTAINMENT INC (LYV) - 4.35% | SEMPRA (SRE) - 4.26% |
| #7 | ECHOSTAR CORP CLASS A (SATS) - 4.30% | DOMINION ENERGY INC (D) - 3.76% |
| #8 | OMNICOM GROUP INC (OMC) - 4.27% | ENTERGY CORP (ETR) - 3.65% |
| #9 | ELECTRONIC ARTS INC (EA) - 4.22% | VISTRA CORP (VST) - 3.45% |
| #10 | WARNER BROS. DISCOVERY INC ORDINARY SHARES CLASS A (WBD) - 4.21% | EXELON CORP (EXC) - 3.39% |
| #11 | NETFLIX INC (NFLX) - 4.18% | XCEL ENERGY INC (XEL) - 3.28% |
| #12 | COMCAST CORP CLASS A (CMCSA) - 3.91% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.80% |
| #13 | T-MOBILE US INC (TMUS) - 3.91% | CONSOLIDATED EDISON INC (ED) - 2.77% |
| #14 | VERIZON COMMUNICATIONS INC (VZ) - 3.91% | WEC ENERGY GROUP INC (WEC) - 2.62% |
| #15 | AT&T INC (T) - 3.78% | PG&E CORP (PCG) - 2.53% |
| #16 | TKO GROUP HOLDINGS INC (TKO) - 3.25% | NRG ENERGY INC (NRG) - 2.23% |
| #17 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 3.03% | AMEREN CORP (AEE) - 2.17% |
| #18 | THE TRADE DESK INC CLASS A (TTD) - 2.86% | ATMOS ENERGY CORP (ATO) - 2.16% |
| #19 | FOX CORP CLASS A (FOXA) - 2.74% | DTE ENERGY CO (DTE) - 2.15% |
| #20 | NEWS CORP CLASS A (NWSA) - 2.59% | PPL CORP (PPL) - 2.01% |
| #21 | FOX CORP CLASS B (FOX) - 1.74% | CENTERPOINT ENERGY INC (CNP) - 1.97% |
| #22 | NEWS CORP CLASS B (NWS) - 0.99% | EDISON INTERNATIONAL (EIX) - 1.84% |
| #23 | PARAMOUNT SKYDANCE CORP ORDINARY SHARES CLASS B (PSKY) - 0.86% | EVERSOURCE ENERGY (ES) - 1.82% |
| #24 | S&P EMINI COM SER JUN26 XCME 20260618 (n/a) - 0.28% | AMERICAN WATER WORKS CO INC (AWK) - 1.81% |
| #25 | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.17% | FIRSTENERGY CORP (FE) - 1.79% |
| Total Holdings | 26 | 34 |
XLC vs XLU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLC
+2.75%
XLU
-4.40%
3M
XLC
+0.37%
Winner
XLU
+3.56%
6M
Winner
XLC
+4.98%
XLU
+1.16%
1Y
Winner
XLC
+21.19%
XLU
+14.81%
5Y(CAGR)
XLC
+9.45%
Winner
XLU
+9.51%
10Y(CAGR)
XLC
N/A
XLU
+9.61%
Max(CAGR)
Winner
XLC
+12.46%
XLU
+7.91%
XLC vs XLU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLC | XLU |
|---|---|---|
| 2026 | +0.35% | +4.28% |
| 2025 | +22.47% | +15.12% |
| 2024 | +35.46% | +21.52% |
| 2023 | +50.86% | -7.17% |
| 2022 | -38.06% | +2.43% |
| 2021 | +17.71% | +20.74% |
| 2020 | +25.43% | +1.85% |
| 2019 | +29.33% | +28.12% |
| 2018 | -16.87% | +4.90% |
| 2017 | N/A | +12.31% |
| 2016 | N/A | +16.30% |
| 2015 | N/A | -5.35% |
| 2014 | N/A | +30.73% |
| 2013 | N/A | +11.01% |
| 2012 | N/A | +2.87% |
| 2011 | N/A | +19.04% |
| 2010 | N/A | +5.10% |
| 2009 | N/A | +9.16% |
| 2008 | N/A | -28.52% |
| 2007 | N/A | +18.09% |
| 2006 | N/A | +18.82% |
| 2005 | N/A | +17.72% |
| 2004 | N/A | +23.90% |
| 2003 | N/A | +23.54% |
| 2002 | N/A | -29.77% |
| 2001 | N/A | -11.65% |
| 2000 | N/A | +26.52% |
| 1999 | N/A | -5.71% |
XLC vs XLU Drawdown Comparison
The maximum drawdown for XLC was -46.65%, occurring on Nov 3, 2022. Recovery took 692 trading sessions.
The maximum drawdown for XLU was -51.96%, occurring on Oct 9, 2002. Recovery took 933 trading sessions.
The current XLC drawdown is -2.31%. The current XLU drawdown is -5.66%.
| Rank | XLC | XLU |
|---|---|---|
| #1 | -46.65% Sep 1, 2021 - Jun 4, 2024 | -51.96% May 21, 2001 - Feb 8, 2005 |
| #2 | -30.15% Feb 19, 2020 - Jul 10, 2020 | -46.49% Dec 10, 2007 - Jun 14, 2012 |
| #3 | -24.32% Jul 25, 2018 - Jul 26, 2019 | -36.03% Feb 18, 2020 - Aug 5, 2021 |
| #4 | -17.97% Feb 14, 2025 - Jun 24, 2025 | -25.26% Sep 12, 2022 - Aug 1, 2024 |
| #5 | -11.32% Sep 2, 2020 - Nov 24, 2020 | -21.46% Nov 1, 1999 - Jun 13, 2000 |
| #6 | -10.58% Jan 30, 2026 - Mar 27, 2026 | -15.71% Apr 8, 2022 - Aug 12, 2022 |
| #7 | -7.58% Sep 19, 2025 - Jan 29, 2026 | -15.69% Jan 29, 2015 - Mar 8, 2016 |
| #8 | -7.39% Jul 26, 2019 - Nov 15, 2019 | -15.59% Nov 14, 2017 - Oct 24, 2018 |
| #9 | -6.41% Jul 10, 2024 - Sep 19, 2024 | -13.25% Dec 13, 2000 - May 21, 2001 |
| #10 | -6.25% Dec 12, 2024 - Jan 30, 2025 | -12.44% Jul 6, 2016 - Mar 22, 2017 |
| #11 | -5.14% Apr 29, 2021 - Jun 4, 2021 | -12.04% Apr 30, 2013 - Feb 14, 2014 |
| #12 | -4.89% Jan 17, 2020 - Feb 12, 2020 | -11.86% Oct 3, 2005 - Jul 19, 2006 |
| #13 | -4.77% Mar 22, 2021 - Apr 5, 2021 | -11.73% May 18, 2007 - Oct 31, 2007 |
| #14 | -4.70% Jan 26, 2021 - Feb 4, 2021 | -10.51% Nov 29, 2024 - May 16, 2025 |
| #15 | -3.57% Jan 8, 2021 - Jan 20, 2021 | -9.94% Jul 30, 2012 - Feb 28, 2013 |
Correlation
Correlation between XLC and XLU is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (1999 - 2026)
XLC vs XLU dividend yield comparison.
| Year | XLC | XLU |
|---|---|---|
| 2026 | 0.31% | 0.69% |
| 2025 | 1.13% | 2.71% |
| 2024 | 0.99% | 2.96% |
| 2023 | 0.82% | 3.39% |
| 2022 | 1.10% | 2.92% |
| 2021 | 0.74% | 2.79% |
| 2020 | 0.68% | 3.14% |
| 2019 | 0.82% | 2.95% |
| 2018 | 0.64% | 3.33% |
| 2017 | 0.00% | 3.33% |
| 2016 | 0.00% | 3.41% |
| 2015 | 0.00% | 3.67% |
| 2014 | 0.00% | 3.19% |
| 2013 | 0.00% | 3.86% |
| 2012 | 0.00% | 4.14% |
| 2011 | 0.00% | 3.80% |
| 2010 | 0.00% | 4.06% |
| 2009 | 0.00% | 4.11% |
| 2008 | 0.00% | 4.26% |
| 2007 | 0.00% | 2.59% |
| 2006 | 0.00% | 3.23% |
| 2005 | 0.00% | 3.22% |
| 2004 | 0.00% | 3.14% |
| 2003 | 0.00% | 3.41% |
| 2002 | 0.00% | 4.81% |
| 2001 | 0.00% | 3.14% |
| 2000 | 0.00% | 4.26% |
| 1999 | 0.00% | 1.30% |
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