SOCL vs. XLC
Compare and contrast key facts about Global X Social Media ETF (SOCL) and Communication Services Select Sector SPDR Fund (XLC).
SOCL and XLC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SOCL is a passively managed fund by Global X that tracks the performance of the Solactive Social Media Index. It was launched on Nov 14, 2011. XLC is a passively managed fund by State Street that tracks the performance of the S&P Communication Services Select Sector Index. It was launched on Jun 18, 2018. Both SOCL and XLC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SOCL or XLC.
Correlation
The correlation between SOCL and XLC is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SOCL vs. XLC - Performance Comparison
Key characteristics
SOCL:
0.10
XLC:
1.12
SOCL:
0.21
XLC:
1.58
SOCL:
1.03
XLC:
1.23
SOCL:
0.00
XLC:
1.20
SOCL:
0.03
XLC:
4.49
SOCL:
8.75%
XLC:
4.79%
SOCL:
26.75%
XLC:
19.34%
SOCL:
-68.70%
XLC:
-46.65%
SOCL:
-42.56%
XLC:
-6.97%
Returns By Period
In the year-to-date period, SOCL achieves a 4.76% return, which is significantly higher than XLC's 1.20% return.
SOCL
4.76%
16.18%
0.97%
2.64%
4.76%
8.51%
XLC
1.20%
13.41%
1.63%
21.56%
14.59%
N/A
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SOCL vs. XLC - Expense Ratio Comparison
SOCL has a 0.65% expense ratio, which is higher than XLC's 0.13% expense ratio.
Risk-Adjusted Performance
SOCL vs. XLC — Risk-Adjusted Performance Rank
SOCL
XLC
SOCL vs. XLC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Social Media ETF (SOCL) and Communication Services Select Sector SPDR Fund (XLC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SOCL vs. XLC - Dividend Comparison
SOCL's dividend yield for the trailing twelve months is around 0.23%, less than XLC's 1.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOCL Global X Social Media ETF | 0.23% | 0.25% | 0.61% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 1.49% | 0.18% | 0.01% | 0.05% |
XLC Communication Services Select Sector SPDR Fund | 1.06% | 0.99% | 0.82% | 1.11% | 0.74% | 0.68% | 0.81% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SOCL vs. XLC - Drawdown Comparison
The maximum SOCL drawdown since its inception was -68.70%, which is greater than XLC's maximum drawdown of -46.65%. Use the drawdown chart below to compare losses from any high point for SOCL and XLC. For additional features, visit the drawdowns tool.
Volatility
SOCL vs. XLC - Volatility Comparison
Global X Social Media ETF (SOCL) has a higher volatility of 12.25% compared to Communication Services Select Sector SPDR Fund (XLC) at 10.64%. This indicates that SOCL's price experiences larger fluctuations and is considered to be riskier than XLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.