Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
XLC vs XLRE: how they differ
XLC and XLRE hold 0% of their weight in the same names, and XLRE returned more over the year.
State Street(R) Communication Services Select Sector SPDR(R) ETF and State Street(R) Real Estate Select Sector SPDR(R) ETF.
What they hold in common
By the books each fund has filed, XLC and XLRE hold 0% of their money in the same securities at the same weight.
| Holding | XLC | XLRE |
|---|---|---|
| SSI US GOV MONEY MARKET CLASS | 0.16% | 0.03% |
| US DOLLAR | 0.02% | 0.01% |
| Only in XLC | Only in XLRE |
|---|---|
| META PLATFORMS INC CLASS A 18.92% | WELLTOWER INC 11.71% |
| ALPHABET INC CL A 10.12% | PROLOGIS INC 8.96% |
| ALPHABET INC CL C 8.10% | EQUINIX INC 7.10% |
| AT+T INC 5.19% | AMERICAN TOWER CORP 5.67% |
| VERIZON COMMUNICATIONS INC 5.03% | VIVMARK RESIDENTIAL 5.06% |
| WALT DISNEY CO/THE 4.76% | DIGITAL REALTY TRUST INC 5.04% |
| WARNER BROS DISCOVERY INC 4.61% | SIMON PROPERTY GROUP INC 4.67% |
| COMCAST CORP CLASS A 4.61% | VENTAS INC 4.66% |
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 Sep 10, 2026.
| XLC State Street(R) Communication Services Select Sector SPDR(R) ETF | XLRE State Street(R) Real Estate Select Sector SPDR(R) ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | State Street | State Street |
| What it is | Communication services | Real estate |
| Total return, 1 year | −2.0% | +5.6% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −19.5 pts | −11.9 pts |
| Expense ratio | 0.08% | 0.08% |
| Already in the S&P 500 | 100.0% | 100.0% |
| Holdings | 26 | 32 |
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 Sep 10, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 26 positions, with the top ten at 70.4%. It sat 5.7% below its high of Jan 30, 2026 on Sep 11, 2026.
XLRE in plain words
XLRE is an index equity fund tracking the Real estate. Over the year to Sep 11, 2026 it returned +5.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. By its holdings filed for Sep 10, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 32 positions, with the top ten at 61.9%. It sat 5.6% below its high of Jul 28, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, XLC or XLRE?
- In the year to Sep 13, 2026, with distributions reinvested, XLC returned −2.0% and XLRE returned +5.6%, so XLRE returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, XLC or XLRE?
- XLC charges 0.08% a year and XLRE charges 0.08%, so XLC is cheaper. Fees come from each fund's prospectus.
- How much do XLC and XLRE overlap with the S&P 500?
- By their latest filed holdings, 100% of XLC and 100% of XLRE 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.
Cite this page. ETFIQ, XLC against XLRE, data as of Sep 13, 2026. https://etfiq.com/compare/any/xlc-vs-xlre Free to use with attribution; the underlying files are at Open data.
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