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Data as of Oct 28, 2026.

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XLC vs XLI: Differences, Returns & Fees

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Over the year to Oct 28, 2026, XLC returned −10.4% to XLI's +10.2%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $22.1bn for State Street Communication Services Select Sector SPDR ETF and $30.8bn for State Street Industrial Select Sector SPDR ETF.

XLC on its own →XLI on its own →
At a glance
−10.4%
XLC total return, 1 year
+10.2%
XLI total return, 1 year
0.08%
XLC expense ratio
0.08%
XLI expense ratio

Pair scorecard

Both cost 0.08% a year; their one-year returns differ by 20.6 points; XLI is 1.4 times larger.

Points (pts) are percentage points.

XLC vs XLI: Differences, Returns & Fees
MeasureXLCXLI
Return
Total return, 1 year−10.4%+10.2%
Drawdown
Below its high13.3%, high on Jan 30, 20269.4%, high on Aug 14, 2026
Benchmark
What it tracksCommunication Services Select Sector IndexIndustrial Select Sector Index
Cost and size
Expense ratio0.08%0.08%
Net assets, as of Oct 27, 2026$22.1bn$30.8bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund75.3%37.8%

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

What they share

0%

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

0 half 100%

half

0% in common

Positions both hold · largest shared weight first XLC XLI
Only in one fund ↓
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%
Only in XLI
CATERPILLAR INC 6.14%
GENERAL ELECTRIC 5.79%
RTX CORP 4.91%
GE VERNOVA INC 4.47%
UNION PACIFIC CORP 3.34%
DEERE + CO 3.01%
EATON CORP PLC 2.79%
UBER TECHNOLOGIES INC 2.52%
Check overlap with more funds →

Side by side

XLC State Street Communication Services Select Sector SPDR ETF XLI State Street Industrial Select Sector SPDR ETF
Where it sits Stock ETF Stock ETF
Issuer State Street State Street
What it is Tracks an index of Communication services Tracks an index of Industrials
Total return, 1 year −10.4% +10.2%
Its benchmark over the same days not measured +13.6% (SPY)
Gap to its benchmark not measured −3.4 pts vs SPY
Expense ratio 0.08% 0.08%
Already in the S&P 500 99.8% 99.9%
Holdings 23 84
Net assets, as of Oct 27, 2026 $22.1bn $30.8bn

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

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About each fund
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.

XLI

XLI tracks an index of Industrials. Over the year to Oct 28, 2026 it returned +10.2% with distributions reinvested, against +13.6% for its benchmark, the S&P 500 Index. 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 84 positions, with the top ten at 37.8%. It sat 9.4% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, XLC or XLI?
In the year to Oct 28, 2026, with distributions reinvested, XLC returned −10.4% and XLI +10.2%.
Which is cheaper, XLC or XLI?
Neither: XLC and XLI both charge 0.08% a year. Fees come from each fund's prospectus.
How much do XLC and XLI overlap with the S&P 500?
By their latest filed holdings, 100% of XLC and 100% of XLI by weight is stocks the S&P 500 already holds.
Other comparisons
XLC vs XLFXLC vs XLUXLC vs XLYVHT vs XLCVOX vs XLIXLI vs XLUVHT vs XLIXLI vs XLV
Where to next
XLC on its own →XLI on its own →Hold both: look the portfolio through →Rankings →XLC dividend history →XLC holdings →XLI dividend history →XLI holdings →Standards and sources →
Sources and dates
XLC and XLI filings on SEC EDGAR ↗
XLC and XLI 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.

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

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