Which returned more over the last year, AVUV or XLC?

In the year to Oct 28, 2026, with distributions reinvested, AVUV returned +25.1% and XLC −10.4%.

Which is cheaper, AVUV or XLC?

XLC is cheaper, by 0.17 percentage points a year. That is about $17 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do AVUV and XLC overlap with the S&P 500?

By their latest filed holdings, 0% of AVUV and 100% of XLC by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

AVUV vs XLC: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AVUV returned +25.1% to XLC's −10.4%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $32.1bn for Avantis U.S. Small Cap Value ETF and $22.1bn for State Street Communication Services Select Sector SPDR ETF.

AVUV on its own →XLC on its own →

At a glance

+25.1%

AVUV total return, 1 year

−10.4%

XLC total return, 1 year

0.25%

AVUV expense ratio

0.08%

XLC expense ratio

Pair scorecard

XLC costs 0.17 points a year less; their one-year returns differ by 35.5 points; AVUV is 1.5 times larger.

AVUV vs XLC: Differences, Returns & Fees
Measure	AVUV	XLC
Return
Measure	AVUV	XLC
Total return, 1 year	+25.1%	−10.4%
Drawdown
Measure	AVUV	XLC
Below its high	4.4%, high on Aug 4, 2026	13.3%, high on Jan 30, 2026
Benchmark
Measure	AVUV	XLC
What it tracks	No index, actively managed	Communication Services Select Sector Index
Cost and size
Measure	AVUV	XLC
Expense ratio	0.25%	0.08%
Net assets, as of Oct 27, 2026	$32.1bn	$22.1bn
Holdings
Measure	AVUV	XLC
Holdings in common	0%
Top ten holdings, share of the fund	7.9%	75.3%

Holdings in common uses holdings dated Oct 27, 2026. Method

Risk and return

Oct 4, 2019 to Oct 23, 2026 · 368 weekly returns

AVUV XLC

Return

Total return edge AVUV +180.4% +128.7%

Annualized edge AVUV +15.7% +12.4%

Price return edge AVUV +150.6% +113.5%

Risk

Volatility edge XLC 27.5% 20.3%

Max drawdown edge XLC (slight) −48.5% −45.9%

Risk-adjusted

Sharpe edge AVUV (slight) 0.56 0.54

Sortino edge AVUV (slight) 0.82 0.77

Calmar edge AVUV 0.32 0.27

Reading

AVUV returned more: +180.4% to +128.7%. XLC swung less: 20.3% to 27.5%. XLC fell slightly less at its worst: −45.9% to −48.5%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: AVUV vs XLC: Differences, Returns & Fees
Measure	AVUV	XLC	Edge	How it is measured
Return
Total return	+180.4%	+128.7%	AVUV	Price change plus distributions, reinvested.
Annualized	+15.7%	+12.4%	AVUV	Total return as a yearly rate.
Price return	+150.6%	+113.5%	AVUV	Price change alone, distributions left out.
Risk
Volatility	27.5%	20.3%	XLC	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	18.9%	14.1%	XLC	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−48.5%	−45.9%	XLC (slight)	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	0.56	0.54	AVUV (slight)	Return above Treasury bills per unit of volatility.
Sortino	0.82	0.77	AVUV (slight)	Return above Treasury bills per unit of downside deviation.
Calmar	0.32	0.27	AVUV	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 368 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, AVUV and XLC hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first AVUV XLC

Only in one fund ↓

Only in AVUV

MATSON INC COMMON STOCK 0.99%

GATX CORP COMMON STOCK USD.625 0.89%

SM ENERGY CO COMMON STOCK USD.01 0.83%

ABERCROMBIE + FITCH CO CL A COMMON STOCK USD.01 0.79%

LYFT INC A COMMON STOCK USD.00001 0.77%

MACY S INC COMMON STOCK USD.01 0.77%

MURPHY OIL CORP COMMON STOCK USD1.0 0.73%

SKYWEST INC COMMON STOCK 0.73%

Only in XLC

META PLATFORMS INC CLASS A 21.45%

ALPHABET INC CL A 12.27%

ALPHABET INC CL C 9.82%

WALT DISNEY CO 5.33%

TAKE TWO INTERACTIVE SOFTWRE 4.80%

COMCAST CORP CLASS A 4.48%

VERIZON COMMUNICATIONS INC 4.45%

APPLOVIN CORP CLASS A 4.34%

Check overlap with more funds →

Side by side

AVUV Avantis U.S. Small Cap Value ETF XLC State Street Communication Services Select Sector SPDR ETF

Where it sits Stock ETF Stock ETF

Issuer Avantis State Street

What it is Actively managed Tracks an index of Communication services

Total return, 1 year +25.1% −10.4%

Its benchmark over the same days +21.1% (IWN) not measured

Gap to its benchmark +4.0 pts vs IWN not measured

Expense ratio 0.25% 0.08%

Already in the S&P 500 0.0% 99.8%

Holdings 791 23

Net assets, as of Oct 27, 2026 $32.1bn $22.1bn

AVUV and XLC on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-C95F9317C0

AVUV and XLC do different jobs. What does each one do in a portfolio?

What each follows. AVUV follows No index, actively managed and XLC follows Communication Services Select Sector Index.
Holdings in common. 0% of the weight is in the same securities (holdings dated Oct 27, 2026).
One-year total return. Over 1 year to Oct 28, 2026 AVUV returned +25.1% and XLC −10.4% with distributions reinvested, a gap of 35.5 points.

Data as of Oct 28, 2026.

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About each fund

AVUV

Over the year to Oct 28, 2026 it returned +25.1% with distributions reinvested, against +21.1% for its benchmark, the Russell 2000 Value.

AVUV is actively managed and tracks no index. The prospectus expense ratio is 0.25% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 791 positions, with the top ten at 7.9%. It sat 4.4% below its high of Aug 4, 2026 on Oct 28, 2026.

XLC

XLC tracks an index of Communication services. Over the year to Oct 28, 2026 it returned −10.4% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 23 positions, with the top ten at 75.3%. It sat 13.3% below its high of Jan 30, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, AVUV or XLC?: In the year to Oct 28, 2026, with distributions reinvested, AVUV returned +25.1% and XLC −10.4%.
Which is cheaper, AVUV or XLC?: XLC is cheaper, by 0.17 percentage points a year. That is about $17 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do AVUV and XLC overlap with the S&P 500?: By their latest filed holdings, 0% of AVUV and 100% of XLC by weight is stocks the S&P 500 already holds.

Other comparisons

AVUV vs VOX AVUV vs XLY AVUV vs XLU AVUV vs VHT VBR vs XLC IJS vs XLC VXF vs XLC MGK vs XLC

Where to next

AVUV on its own →XLC on its own →Hold both: look the portfolio through →Rankings →AVUV dividend history →AVUV holdings →XLC dividend history →XLC holdings →Standards and sources →

Sources and dates

AVUV filings on SEC EDGAR ↗

AVUV prospectus with the expense ratio (SEC) ↗

Avantis website ↗

XLC filings on SEC EDGAR ↗

XLC prospectus with the expense ratio (SEC) ↗

State Street website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, AVUV against XLC, data as of Oct 28, 2026. https://etfiq.com/compare/any/avuv-vs-xlc

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.