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XLC vs. DIS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

XLC vs. DIS

Last updated May 12, 2025

Compare and contrast key facts about Communication Services Select Sector SPDR Fund (XLC) and The Walt Disney Company (DIS).

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.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XLC or DIS.

Correlation

The correlation between XLC and DIS is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

XLC vs. DIS - Performance Comparison

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

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Key characteristics

Daily Std Dev

XLC:

4.97%

DIS:

77.85%

Max Drawdown

XLC:

-0.51%

DIS:

0.00%

Current Drawdown

XLC:

-0.51%

DIS:

0.00%

Returns By Period

XLC

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

DIS

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

XLC vs. DIS — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XLC
The Risk-Adjusted Performance Rank of XLC is 8484
Overall Rank
The Sharpe Ratio Rank of XLC is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of XLC is 8383
Sortino Ratio Rank
The Omega Ratio Rank of XLC is 8585
Omega Ratio Rank
The Calmar Ratio Rank of XLC is 8686
Calmar Ratio Rank
The Martin Ratio Rank of XLC is 8383
Martin Ratio Rank
DIS
The Risk-Adjusted Performance Rank of DIS is 5050
Overall Rank
The Sharpe Ratio Rank of DIS is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of DIS is 4545
Sortino Ratio Rank
The Omega Ratio Rank of DIS is 4646
Omega Ratio Rank
The Calmar Ratio Rank of DIS is 5353
Calmar Ratio Rank
The Martin Ratio Rank of DIS is 5353
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

XLC vs. DIS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Communication Services Select Sector SPDR Fund (XLC) and The Walt Disney Company (DIS). 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.

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Dividends

XLC vs. DIS - Dividend Comparison

XLC's dividend yield for the trailing twelve months is around 1.07%, more than DIS's 0.90% yield.

TTM20242023202220212020201920182017201620152014
XLC
Communication Services Select Sector SPDR Fund		1.07%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DIS
The Walt Disney Company		0.90%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

XLC vs. DIS - Drawdown Comparison

The maximum XLC drawdown since its inception was -0.51%, which is greater than DIS's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for XLC and DIS. For additional features, visit the drawdowns tool.

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Volatility

XLC vs. DIS - Volatility Comparison

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