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XLC vs XLU

State Street Communication Services Select Sector SPDR ETF vs State Street Utilities Select Sector SPDR ETF

XLC

State Street Communication Services Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$25.6B

XLU

State Street Utilities Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$24.1B

Key differences

  • Over the last 3 years, XLC has delivered higher annualized returns.
  • XLU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLCXLU
Annual cost (TER)0.08%0.08%
Fund size (AUM)$25.6B$24.1B
Since20181998
Dividend yield1.20%2.54%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+17.5%+14.5%
CAGR 3Y+25.1%+14.4%
CAGR 5Y+10.0%+10.0%
Sharpe 3Y1.220.69
Volatility 1Y13.16%14.21%
Max drawdown-46.65%-36.07%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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