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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

XLC vs XRT: how they differ

XLC and XRT hold 0% of their weight in the same names, and XLC returned more over the year.

State Street(R) Communication Services Select Sector SPDR(R) ETF and State Street(R) SPDR(R) S&P(R) Retail ETF.

What they hold in common

By the books each fund has filed, XLC and XRT hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in XLCOnly in XRT
Meta Platforms Inc 19.93%Groupon Inc 1.78%
Alphabet Inc 13.10%RealReal Inc/The 1.75%
Alphabet Inc 10.44%Bath & Body Works Inc 1.73%
Take-Two Interactive Software Inc 5.26%Warby Parker Inc 1.64%
Netflix Inc 4.84%Upbound Group Inc 1.59%
Comcast Corp 4.71%Coupang Inc 1.55%
Warner Bros Discovery Inc 4.67%Maplebear Inc 1.55%
Electronic Arts Inc 4.64%Revolve Group Inc 1.52%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.

XLC and XRT on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
XLC
State Street(R) Communication Services Select Sector SPDR(R) ETF
XRT
State Street(R) SPDR(R) S&P(R) Retail ETF
Where it sitsCore index fundCore index fund
IssuerState StreetState Street
What it isCommunication servicesSPDR S&P Retail
Total return, 1 year−2.0%−3.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−19.5 pts−20.6 pts
Expense ratio0.08%0.35%
Already in the S&P 500100.0%22.5%
Holdings2375

XLC in plain words

XLC is an index equity fund tracking the Communication services. Over the year to Sep 11, 2026 it returned −2.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 23 positions, with the top ten at 76.2%. It sat 5.7% below its high of Jan 30, 2026 on Sep 11, 2026.

XRT in plain words

XRT is an index equity fund tracking the SPDR S&P Retail. Over the year to Sep 11, 2026 it returned −3.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings filed for Jun 30, 2026, 22% of the fund by weight is stocks the S&P 500 also holds, across 75 positions, with the top ten at 16.1%. It sat 12.2% below its high of Nov 16, 2021 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, XLC or XRT?
In the year to Sep 12, 2026, with distributions reinvested, XLC returned −2.0% and XRT returned −3.0%, so XLC returned more. One year is one year; the longer windows are in the table.
Which is cheaper, XLC or XRT?
XLC charges 0.08% a year and XRT charges 0.35%, so XLC is cheaper. Fees come from each fund's prospectus.
How much do XLC and XRT overlap with the S&P 500?
By their latest filed holdings, 100% of XLC and 22% of XRT by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

XLC against XRT, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, XLC against XRT, data as of Sep 12, 2026. https://etfiq.com/compare/any/XLC-XRT Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources