$XLY is down 11.3% YTD.

$GOOG (23% weight) is down less, -5.6% YTD.

$FB (19%) is actually down slightly more, -13.8% YTD.

Conclusion: Comm Services ex-GOOG/FB is down 13.1% YTD &amp; therefore much closer to the market return. Read our full take here: https://t.co/JZFUiWxClh $SPY https://t.co/rM3PsprXcH