XLC vs. RTM
Compare and contrast key facts about Communication Services Select Sector SPDR Fund (XLC) and Invesco S&P 500® Equal Weight Materials ETF (RTM).
XLC and RTM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. RTM is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Materials -SEC. It was launched on Nov 1, 2006. Both XLC and RTM 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: XLC or RTM.
Key characteristics
| XLC | RTM | |
|---|---|---|
| YTD Return | 9.53% | 4.39% |
| 1Y Return | 36.82% | 14.26% |
| 3Y Return (Ann) | 1.65% | 3.37% |
| 5Y Return (Ann) | 10.64% | 12.41% |
| Sharpe Ratio | 2.18 | 0.79 |
| Daily Std Dev | 16.66% | 16.31% |
| Max Drawdown | -46.66% | -57.93% |
| Current Drawdown | -5.40% | -4.14% |
Correlation
The correlation between XLC and RTM is 0.57, 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
XLC vs. RTM - Performance Comparison
In the year-to-date period, XLC achieves a 9.53% return, which is significantly higher than RTM's 4.39% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XLC vs. RTM - Expense Ratio Comparison
XLC has a 0.13% expense ratio, which is lower than RTM's 0.40% expense ratio.
Risk-Adjusted Performance
XLC vs. RTM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Communication Services Select Sector SPDR Fund (XLC) and Invesco S&P 500® Equal Weight Materials ETF (RTM). 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
XLC vs. RTM - Dividend Comparison
XLC's dividend yield for the trailing twelve months is around 0.83%, less than RTM's 1.97% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLC Communication Services Select Sector SPDR Fund | 0.83% | 0.82% | 1.10% | 0.74% | 0.68% | 0.82% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RTM Invesco S&P 500® Equal Weight Materials ETF | 1.97% | 2.05% | 2.19% | 1.43% | 1.57% | 1.81% | 1.83% | 1.50% | 1.28% | 1.57% | 1.45% | 1.36% |
Drawdowns
XLC vs. RTM - Drawdown Comparison
The maximum XLC drawdown since its inception was -46.66%, smaller than the maximum RTM drawdown of -57.93%. Use the drawdown chart below to compare losses from any high point for XLC and RTM. For additional features, visit the drawdowns tool.
Volatility
XLC vs. RTM - Volatility Comparison
Communication Services Select Sector SPDR Fund (XLC) has a higher volatility of 6.34% compared to Invesco S&P 500® Equal Weight Materials ETF (RTM) at 4.36%. This indicates that XLC's price experiences larger fluctuations and is considered to be riskier than RTM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.