XLC vs XLE
XLC vs XLE · Last updated April 5, 2026
| Metric | XLC | XLE | |
|---|---|---|---|
| Price | $111.70 | $59.25 | — |
| Expense Ratio | 0.08% | 0.08% | — |
| Dividend Yield | N/A | N/A | — |
| AUM | $27.2B | $37.9B | XLE |
Performance Comparison
| Period | XLC | XLE |
|---|---|---|
| 1M | -5.39% | +5.59% |
| 3M | -4.84% | +27.19% |
| 6M | -3.41% | +35.30% |
| YTD | -4.81% | +33.39% |
| 1Y | +29.64% | +55.29% |
| 3Y | N/A | N/A |
| 5Y | N/A | N/A |
Dividend Comparison
| Ex-Date | Ticker | Amount |
|---|---|---|
| March 23, 2026 | XLC | $0.36 |
| March 23, 2026 | XLE | $0.39 |
| December 22, 2025 | XLC | $0.38 |
| December 22, 2025 | XLE | $0.37 |
| September 22, 2025 | XLC | $0.42 |
| September 22, 2025 | XLE | $0.37 |
| June 23, 2025 | XLC | $0.25 |
| June 23, 2025 | XLE | $0.36 |
| March 24, 2025 | XLC | $0.29 |
| March 24, 2025 | XLE | $0.36 |
| December 23, 2024 | XLC | $0.25 |
| December 23, 2024 | XLE | $0.35 |
| September 23, 2024 | XLC | $0.27 |
| September 23, 2024 | XLE | $0.36 |
| June 24, 2024 | XLC | $0.22 |
| June 24, 2024 | XLE | $0.36 |
| March 18, 2024 | XLC | $0.21 |
| March 18, 2024 | XLE | $0.37 |
| December 18, 2023 | XLC | $0.17 |
| December 18, 2023 | XLE | $0.40 |
Key Differences
XLC and XLE serve different roles in many portfolios. Understanding the specific differences in cost, performance, and risk profile can help clarify which fund aligns with different investment objectives.
Both XLC and XLE charge an expense ratio of 0.08%, making annual fund costs identical. On a $100,000 portfolio, both charge $80.00 per year in management fees.
XLE is the larger fund with $37.9B in assets under management — roughly 1.4x the size of XLC's $27.2B. Larger AUM generally correlates with higher trading volume, tighter bid-ask spreads, and lower trading costs for investors.
The data above reflects the most recent available information. Market conditions change frequently, and investors should verify current figures before making decisions.
How to Compare XLC and XLE
- If minimizing costs is a priority, compare the expense ratios: XLC charges 0.08% and XLE charges 0.08%.
- For liquidity, larger funds with higher AUM typically have tighter bid-ask spreads and more efficient trading.
- Review historical performance across different time periods (1-month to 5-year) to understand how each has performed in various market conditions.
Frequently Asked Questions
Is XLC or XLE a better investment?
Whether XLC or XLE is more suitable depends on your individual investment goals, risk tolerance, and time horizon. XLC and XLE differ in key metrics like expense ratio, dividend yield, and assets under management. This page provides objective data to help you compare the two.
What is the expense ratio difference between XLC and XLE?
XLC has an expense ratio of 0.08%, while XLE charges 0.08%. On a $10,000 investment, this 0.00% difference costs approximately $0.00 per year.
Which fund is larger, XLC or XLE?
XLE has $37.9B in assets under management, making it the larger fund. Larger funds tend to have better liquidity and tighter bid-ask spreads.
What are the risks of investing in XLC vs XLE?
Both XLC and XLE carry market risk — their values can decline during market downturns. Past performance does not guarantee future results. Consider factors like volatility, sector concentration, and your own risk tolerance when evaluating either investment.
See how expense ratio differences affect your returns over time → Expense Ratio Calculator