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VOX vs. XLC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VOX vs. XLC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Communication Services ETF (VOX) and Communication Services Select Sector SPDR Fund (XLC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VOX achieves a -3.01% return, which is significantly higher than XLC's -4.85% return.


VOX

1D
0.03%
1M
-5.00%
YTD
-3.01%
6M
-1.76%
1Y
15.39%
3Y*
22.49%
5Y*
6.96%
10Y*
8.94%

XLC

1D
-0.42%
1M
-4.38%
YTD
-4.85%
6M
-3.59%
1Y
9.07%
3Y*
21.60%
5Y*
8.03%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VOX vs. XLC - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
VOX
Vanguard Communication Services ETF
-3.01%26.27%33.12%44.81%-38.85%13.83%29.12%28.03%-13.05%
XLC
Communication Services Select Sector SPDR Fund
-4.85%23.08%34.71%52.82%-37.63%15.96%26.90%31.05%-16.45%

Correlation

The correlation between VOX and XLC is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.94

Correlation (3Y)
Calculated over the trailing 3-year period

0.96

Correlation (5Y)
Calculated over the trailing 5-year period

0.98

Correlation (All Time)
Calculated using the full available price history since Jun 19, 2018

0.97

The correlation between VOX and XLC has been stable across timeframes, ranging from 0.94 to 0.98 - a consistent structural relationship.

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Return for Risk

VOX vs. XLC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VOX
VOX Risk / Return Rank: 3030
Overall Rank
VOX Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
VOX Sortino Ratio Rank: 3232
Sortino Ratio Rank
VOX Omega Ratio Rank: 3030
Omega Ratio Rank
VOX Calmar Ratio Rank: 2727
Calmar Ratio Rank
VOX Martin Ratio Rank: 3232
Martin Ratio Rank

XLC
XLC Risk / Return Rank: 2222
Overall Rank
XLC Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
XLC Sortino Ratio Rank: 2222
Sortino Ratio Rank
XLC Omega Ratio Rank: 2020
Omega Ratio Rank
XLC Calmar Ratio Rank: 2222
Calmar Ratio Rank
XLC Martin Ratio Rank: 2424
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VOX vs. XLC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Communication Services ETF (VOX) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VOXXLCDifference
Sharpe ratioReturn per unit of total volatility

+0.31

Sortino ratioReturn per unit of downside risk

+0.45

Omega ratioGain probability vs. loss probability

1.18

1.12

+0.06

Calmar ratioReturn relative to maximum drawdown

1.14

0.86

+0.28

Martin ratioReturn relative to average drawdown

4.20

2.73

+1.47

VOX vs. XLC - Sharpe Ratio Comparison

The current VOX Sharpe Ratio is 1.00, which is higher than the XLC Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of VOX and XLC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

VOX vs. XLC - Drawdown Comparison

The maximum VOX drawdown since its inception was -57.18%, which is greater than XLC's maximum drawdown of -46.65%. Use the drawdown chart below to compare losses from any high point for VOX and XLC.


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Drawdown Indicators


VOXXLCDifference

Max Drawdown

Largest peak-to-trough decline

-57.18%

-46.65%

-10.53%

Max Drawdown (1Y)

Largest decline over 1 year

-13.56%

-10.57%

-2.99%

Max Drawdown (3Y)

Largest decline over 3 years

-21.15%

-17.97%

-3.18%

Max Drawdown (5Y)

Largest decline over 5 years

-46.76%

-46.65%

-0.11%

Max Drawdown (10Y)

Largest decline over 10 years

-46.76%

Current Drawdown

Current decline from peak

-6.27%

-6.72%

+0.45%

Average Drawdown

Average peak-to-trough decline

-11.90%

-10.58%

-1.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.67%

3.33%

+0.34%

Volatility

VOX vs. XLC - Volatility Comparison

Vanguard Communication Services ETF (VOX) has a higher volatility of 4.01% compared to Communication Services Select Sector SPDR Fund (XLC) at 3.57%. This indicates that VOX'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.


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Volatility by Period


VOXXLCDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.01%

3.57%

+0.44%

Volatility (6M)

Calculated over the trailing 6-month period

11.29%

9.65%

+1.64%

Volatility (1Y)

Calculated over the trailing 1-year period

15.48%

13.28%

+2.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.17%

20.68%

+0.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.90%

22.17%

-1.27%

VOX vs. XLC - Expense Ratio Comparison

VOX has a 0.09% expense ratio, which is lower than XLC's 0.13% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

VOX vs. XLC - Dividend Comparison

VOX's dividend yield for the trailing twelve months is around 1.01%, less than XLC's 1.25% yield.


PositionTTM20252024202320222021202020192018201720162015
VOX
Vanguard Communication Services ETF
1.01%0.95%1.05%1.03%0.88%0.93%0.73%0.90%2.77%3.83%2.67%3.55%
XLC
Communication Services Select Sector SPDR Fund
1.25%1.13%0.99%0.82%1.10%0.74%0.68%0.82%0.64%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.94, VOX and XLC move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

VOX has higher volatility (4.01%) compared to XLC (3.57%). In terms of maximum drawdown, VOX dropped -57.18% vs XLC's -46.65%.

On 5-year performance, XLC leads with 8.03% vs 6.96% for VOX. On fees, VOX is cheaper at 0.09% per year. On volatility, XLC has been the lower-risk option at 3.57%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, XLC has performed better with a 8.03% return vs 6.96%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VOX is cheaper with a 0.09% expense ratio, compared with 0.13% for XLC.

XLC has the higher dividend yield at 1.25%, compared with 1.01% for VOX.

VOX tracks MSCI US Investable Market Communication Services 25/50 Index, while XLC tracks S&P Communication Services Select Sector Index. They also come from different issuers: Vanguard and State Street. Their fees differ too: 0.09% for VOX and 0.13% for XLC.

VOX currently has the higher Sharpe Ratio (1.00 vs 0.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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