XLC vs. VOO
Compare and contrast key facts about Communication Services Select Sector SPDR Fund (XLC) and Vanguard S&P 500 ETF (VOO).
XLC and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both XLC and VOO 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 VOO.
Performance
XLC vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, XLC achieves a 32.05% return, which is significantly higher than VOO's 24.51% return.
XLC
32.05%
4.57%
15.84%
37.25%
13.90%
N/A
VOO
24.51%
0.61%
11.38%
32.00%
15.30%
13.12%
Key characteristics
| XLC | VOO | |
|---|---|---|
| Sharpe Ratio | 2.52 | 2.64 |
| Sortino Ratio | 3.36 | 3.53 |
| Omega Ratio | 1.45 | 1.49 |
| Calmar Ratio | 2.04 | 3.81 |
| Martin Ratio | 20.65 | 17.34 |
| Ulcer Index | 1.83% | 1.86% |
| Daily Std Dev | 15.01% | 12.20% |
| Max Drawdown | -46.66% | -33.99% |
| Current Drawdown | -2.11% | -2.16% |
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XLC vs. VOO - Expense Ratio Comparison
XLC has a 0.13% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between XLC and VOO is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
XLC vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Communication Services Select Sector SPDR Fund (XLC) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
XLC's dividend yield for the trailing twelve months is around 0.93%, less than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLC Communication Services Select Sector SPDR Fund | 0.93% | 0.82% | 1.11% | 0.74% | 0.68% | 0.81% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
XLC vs. VOO - Drawdown Comparison
The maximum XLC drawdown since its inception was -46.66%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for XLC and VOO. For additional features, visit the drawdowns tool.
Volatility
XLC vs. VOO - Volatility Comparison
Communication Services Select Sector SPDR Fund (XLC) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.18% and 4.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.