IVV vs XLK

Both IVV and XLK are ETFs. IVV has a lower 5-year return than XLK (13.95% vs 24.7%). IVV has a lower expense ratio than XLK (0.04% vs 0.13%). Below is the comparison between IVV and XLK.

IVV XLK
Segment Equity: U.S. - Large Cap Equity: U.S. Technology
Issuer BlackRock State Street Global Advisors
Net Assets $175.29B $27.97B
Expense Ratio 0.04% 0.13%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.34% 1.31%
Underlying Index S&P 500 S&P Technology Select Sector Index
YTD Return 14.61% 35.17%
1-Year Return 17.52% 40.59%
3-Year Return 14.00% 25.62%
5-Year Return 13.95% 24.70%
10-Year Return 14.15% 19.53%

IVV description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500 Index. Uses a replication strategy to try to track the Index, which includes approximately 77% of the market capitalization of all publicly traded US equity securities.

IVV performance & returns

YTD Return 14.61%
1-Month Return 7.53%
3-Month Return 4.84%
1-Year Return 17.52%
3-Year Return 14.00%
5-Year Return 13.95%
10-Year Return 14.15%
IVV expense ratio is 0.04%.

IVV holdings

Top 10 Holdings (27.91% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.44%
Microsoft Corp MSFT 5.64%
Amazon.com Inc AMZN 4.76%
Facebook Inc A FB 2.33%
Alphabet Inc A GOOGL 1.79%
Alphabet Inc Class C GOOG 1.75%
Berkshire Hathaway Inc Class B BRK.B 1.47%
Johnson & Johnson JNJ 1.33%
Procter & Gamble Co PG 1.26%
NVIDIA Corp NVDA 1.14%

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XLK description

The Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Technology Select Sector Index. Under normal market conditions, the fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the Index.

XLK performance & returns

YTD Return 35.17%
1-Month Return 5.33%
3-Month Return 0.69%
1-Year Return 40.59%
3-Year Return 25.62%
5-Year Return 24.70%
10-Year Return 19.53%
XLK expense ratio is 0.13%.

XLK holdings

Top 10 Holdings (68.96% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 23.49%
Microsoft Corp MSFT 20.57%
NVIDIA Corp NVDA 4.15%
Visa Inc Class A V 4.11%
Mastercard Inc A MA 3.42%
PayPal Holdings Inc PYPL 2.93%
Adobe Inc ADBE 2.88%
Salesforce.com Inc CRM 2.84%
Intel Corp INTC 2.53%
Cisco Systems Inc CSCO 2.04%

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