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XLC × SPY × 2/4

Side by side

XLCSPY
NameCommunication Services Select Sector SPDR® FundState Street® SPDR® S&P 500® ETF Trust
Assets$23.59B$809.77B
Fee0.08%0.09%
Yield1.3%1.0%
Components22502
Top 10 weight77%39%
This year-5.5%+12.5%
1 year-2.3%+17.4%
3 years, yearly+18.6%+21.8%
5 years, yearly+7.3%+12.4%
10 years, yearly+0.0%+15.2%
Volatility, 3 years13.3%12.7%
Sharpe ratio, 3 years1.151.38

Green: the lowest fee and the best return in each row.

Returns

Total return; over three years and longer, a year on average.

This year

XLC -5.5%
SPY +12.5%

1 year

XLC -2.3%
SPY +17.4%

3 years

XLC +18.6%
SPY +21.8%

5 years

XLC +7.3%
SPY +12.4%

10 years

XLC +0.0%
SPY +15.2%

How much they overlap

For every company two funds both hold, the smaller of its two weights, added up: 100% would be the same portfolio.

10%  XLC and SPY

22 companies in both: 100% of XLC's holdings, 4% of SPY's.

GOOGL 3.0%GOOG 2.5%META 2.4%NFLX 0.4%DIS 0.3%VZ 0.3%T 0.3%TMUS 0.1%CMCSA 0.1%APP 0.1%

Sectors

XLCSPY
Communication Services100.0%10.3%
Technology–41.1%
Financial Services–11.4%
Healthcare–9.7%
Consumer Cyclicals–8.6%
Industrials–7.7%
Consumer Defensive–4.7%
Energy–3.8%
Utilities–2.0%
Real Estate–1.8%
Basic Materials–1.5%

From the market data provider's fund data. Returns are the funds' own and say nothing certain about future ones. None of this is advice.