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Data as of Oct 28, 2026.

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XLC vs XLRE: Differences, Returns & Fees

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Over the year to Oct 28, 2026, XLC returned −10.4% to XLRE's +4.3%; 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 $8.0bn for State Street Real Estate Select Sector SPDR ETF.

XLC on its own →XLRE on its own →
At a glance
−10.4%
XLC total return, 1 year
+4.3%
XLRE total return, 1 year
0.08%
XLC expense ratio
0.08%
XLRE expense ratio

Pair scorecard

Both cost 0.08% a year; their one-year returns differ by 14.7 points; XLC is 2.8 times larger.

XLC vs XLRE: Differences, Returns & Fees
MeasureXLCXLRE
Return
Total return, 1 year−10.4%+4.3%
Drawdown
Below its high13.3%, high on Jan 30, 20267.7%, high on Jul 28, 2026
Benchmark
What it tracksCommunication Services Select Sector IndexReal Estate Select Sector Index
Cost and size
Expense ratio0.08%0.08%
Net assets, as of Oct 27, 2026$22.1bn$8.0bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund75.3%58.9%

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

What they share

0%

By the books each fund has filed, XLC and XLRE 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 XLRE
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 XLRE
WELLTOWER INC 11.14%
PROLOGIS INC 8.19%
EQUINIX INC 6.72%
AMERICAN TOWER CORP 5.84%
PUBLIC STORAGE 4.87%
SIMON PROPERTY GROUP INC 4.76%
VIVMARK RESIDENTIAL 4.42%
DIGITAL REALTY TRUST INC 4.34%
Check overlap with more funds →

Side by side

XLC State Street Communication Services Select Sector SPDR ETF XLRE State Street Real Estate 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 Real estate
Total return, 1 year −10.4% +4.3%
Expense ratio 0.08% 0.08%
Already in the S&P 500 99.8% 99.5%
Holdings 23 31
Net assets, as of Oct 27, 2026 $22.1bn $8.0bn

XLC and XLRE 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.

XLRE

XLRE tracks an index of Real estate. Over the year to Oct 28, 2026 it returned +4.3% with distributions reinvested. 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 31 positions, with the top ten at 58.9%. It sat 7.7% below its high of Jul 28, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, XLC or XLRE?
In the year to Oct 28, 2026, with distributions reinvested, XLC returned −10.4% and XLRE +4.3%.
Which is cheaper, XLC or XLRE?
Neither: XLC and XLRE both charge 0.08% a year. 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.
Other comparisons
SCHH vs XLCIYR vs XLCVNQ vs XLCXLC vs XLPVOX vs XLREXLRE vs XLUVHT vs XLREXLI vs XLRE
Where to next
XLC on its own →XLRE on its own →Hold both: look the portfolio through →Rankings →XLC dividend history →XLC holdings →XLRE dividend history →XLRE holdings →Standards and sources →
Sources and dates
XLC and XLRE filings on SEC EDGAR ↗
XLC and XLRE 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, XLC against XLRE, data as of Oct 28, 2026. https://etfiq.com/compare/any/xlc-vs-xlre

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