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XLC - ETF AI Analysis

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XLC

Communication Services Select Sector SPDR Fund (XLC)

Rating:73Outperform
Price Target:
XLC, the Communication Services Select Sector SPDR Fund, has a solid overall rating driven mainly by large positions in Meta and Alphabet, which benefit from strong financial performance, positive earnings calls, and promising investments in AI and cloud services. However, weaker holdings like Echostar and Take-Two, which face financial and profitability challenges, weigh on the fund’s rating, and investors should also be aware that the fund is concentrated in a single sector, increasing its exposure to communication-services-specific risks.
Positive Factors
Large, Established Holdings
The fund is built around major communication and technology-related companies like Meta and Alphabet, which are widely followed and have significant market presence.
Low Expense Ratio
The ETF charges a relatively low fee, which helps investors keep more of any returns over time.
Significant Fund Size
With a large amount of assets under management, the fund benefits from strong liquidity, making it easier for investors to buy and sell shares.
Negative Factors
Recent Weak Performance
The ETF has shown negative performance over the past month, three months, and year to date, which may concern investors looking for near-term strength.
Heavy Concentration in a Few Stocks
A large portion of the fund is tied up in just a handful of companies, especially Meta and Alphabet, increasing the impact if any of these stocks struggle.
Sector and U.S.-Only Focus
The fund is almost entirely invested in U.S. communication services companies, offering little diversification across other sectors or regions.

XLC vs. SPDR S&P 500 ETF (SPY)

XLC Summary

XLC is an ETF that tracks the S&P Communication Services Select Sector Index, focusing on U.S. companies in telecom, media, entertainment, and online platforms. It holds big names like Meta Platforms (Facebook) and Alphabet (Google), along with Netflix, Disney, and major phone providers such as Verizon and AT&T. Investors might consider XLC if they want simple, one-click exposure to leading communication and digital content companies for potential long-term growth and diversification. A key risk is that it is heavily concentrated in communication and internet-related stocks, so its price can swing sharply with changes in tech and media markets.
How much will it cost me?The expense ratio for the Communication Services Select Sector SPDR Fund (XLC) is 0.08%, which means you’ll pay $0.80 per year for every $1,000 invested. This is lower than the average expense ratio for ETFs because it is passively managed, tracking an index rather than relying on active management.
What would affect this ETF?The XLC ETF could benefit from increasing demand for digital content, advancements in technology, and growth in interactive media services, especially as companies like Meta and Alphabet lead innovation in these areas. However, it may face challenges from regulatory scrutiny on major tech firms, economic slowdowns affecting advertising revenue, or rising interest rates that could impact the broader market. Its focus on U.S.-based communication services makes it sensitive to domestic economic and policy changes.

XLC Top 10 Holdings

XLC is heavily hitched to U.S. digital giants, with Meta and the twin Alphabet share classes steering the fund but recently losing steam, which has been a headwind for performance. On the brighter side, old-school telecom names like Verizon and AT&T have been quietly rising, helping to steady the ship. Netflix is more of a wild card, with mixed momentum as streaming competition heats up. Overall, this is a U.S.-centric bet on communication services, concentrated in big internet platforms and telecom carriers rather than a broad market mix.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Meta Platforms13.84%$3.41B$1.59T15.87%
76
Outperform
Alphabet Class A8.35%$2.05B$3.83T101.88%
85
Outperform
Alphabet Class C6.65%$1.64B$3.83T98.07%
82
Outperform
Live Nation Entertainment4.71%$1.16B$38.03B23.91%
69
Neutral
Netflix4.58%$1.13B$434.92B12.18%
73
Outperform
Walt Disney4.50%$1.11B$175.68B16.82%
75
Outperform
Take-Two4.48%$1.10B$36.49B-7.07%
53
Neutral
Echostar4.47%$1.10B$37.15B472.02%
57
Neutral
Omnicom Group4.37%$1.07B$21.31B-1.10%
73
Outperform
Warner Bros4.35%$1.07B$68.05B244.29%
68
Neutral

XLC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
114.74
Negative
100DMA
115.01
Negative
200DMA
113.11
Positive
Market Momentum
MACD
-0.53
Negative
RSI
54.04
Neutral
STOCH
92.29
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XLC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 112.02, equal to the 50-day MA of 114.74, and equal to the 200-day MA of 113.11, indicating a neutral trend. The MACD of -0.53 indicates Negative momentum. The RSI at 54.04 is Neutral, neither overbought nor oversold. The STOCH value of 92.29 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XLC.

XLC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$24.64B0.08%
73
Outperform
$111.14B0.09%
74
Outperform
$87.57B0.08%
75
Outperform
$49.05B0.08%
72
Outperform
$42.12B0.08%
74
Outperform
$38.40B0.08%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
XLC
Communication Services Select Sector SPDR Fund
113.95
23.19
25.55%
VGT
Vanguard Information Technology ETF
XLK
Technology Select Sector SPDR Fund
XLF
Financial Select Sector SPDR Fund
XLE
Energy Select Sector SPDR Fund
XLV
Health Care Select Sector SPDR Fund
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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