Communication services ETFs in the AI compute core
The large internet and media companies that buy AI computing at scale. Driven by advertising and subscription revenue, set against what they spend on AI.
8ETFs in this category
$29.9bnmoney in them
4.5%of the AI compute core’s money
XLClargest unleveraged ETF, 72.7%
How they did, to Nov 2, 2026
| 1 month | YTD | 12 months | |
|---|---|---|---|
| Category median | −9.8% | −11.0% | −7.5% |
| Its story | −14.8% | +21.4% | +17.2% |
| Broad US ETFs | −2.5% | +11.5% | +11.8% |
Every ETF here, largest first
| # | ETF | Name | Assets | Share | 12 months | Fee |
|---|---|---|---|---|---|---|
| 1 | XLC | Communication Services Select Sector SPDR Fund | $21.7bn | 72.7% | −11.6% | 0.08% |
| 2 | VOX | Vanguard Communication Services ETF | $5.5bn | 18.4% | −7.1% | 0.09% |
| 3 | FCOM | Fidelity MSCI Communication Services Index ETF | $1.5bn | 5.1% | −7.5% | 0.08% |
| 4 | IYZ | iShares U.S. Telecommunications ETF | $785m | 2.6% | +15.8% | 0.37% |
| 5 | GXPC | Global X Purecap MSCI Communication Services ETF | $102m | 0.3% | −7.8% | 0.15% |
| 6 | FDCF | Fidelity Disruptive Communications ETF | $99m | 0.3% | −5.4% | 0.50% |
| 7 | TRUC | VanEck Communication Services TruSector ETF | $89m | 0.3% | – | 0.14% |
| 8 | RSPC | Invesco S&P 500 Equal Weight Communication Services ETF | $52m | 0.2% | −12.0% | 0.40% |
Other categories in the AI compute core
Common questions
Which ETFs are communication services ETFs?8 US ETFs sit in this category of the AI compute core. The large internet and media companies that buy AI computing at scale. Driven by advertising and subscription revenue, set against what they spend on AI.
What is the largest communication services ETF?XLC, Communication Services Select Sector SPDR Fund, with $21.7bn, 72.7% of the category's money.
How have communication services ETFs performed?The median unleveraged ETF here returned -7.5% over the last 12 months to Nov 2, 2026, against +11.8% for broad US ETFs. Past performance, not a forecast.