XLK vs SPY

Both SPY and XLK are ETFs. SPY has a lower 5-year return than XLK (17.37% vs 28.5%). SPY has a lower expense ratio than XLK (0.09% vs 0.12%). Below is the comparison between SPY and XLK.

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SPY XLK
Security Type ETF ETF
Finny Score 83 83
Category Large Blend Technology
Family State Street Global Advisors State Street Global Advisors
Net Assets N/A N/A
Expense Ratio 0.09% 0.12%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.41% 0.83%
Underlying Index S&P 500 S&P Technology Select Sector Index
YTD Return 11.53% 5.44%
1-Year Return 48.93% 53.29%
3-Year Return 18.16% 28.14%
5-Year Return 17.37% 28.50%
10-Year Return 14.15% 19.71%

SPY

SPY description

SPDR S&P 500 ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using full replication technique. SPDR S&P 500 ETF Trust was formed on January 22, 1993 and is domiciled in the United States.

SPY performance & returns
YTD Return 11.53%
1-Month Return 3.75%
3-Month Return 7.97%
1-Year Return 48.93%
3-Year Return 18.16%
5-Year Return 17.37%
10-Year Return 14.15%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (26.26% of Total Assets)

Name Symbol % Assets
AAPL AAPL 5.72%
MSFT MSFT 5.27%
AMZN AMZN 3.93%
FB FB 2.10%
GOOGL GOOGL 1.84%
GOOG GOOG 1.77%
TSLA TSLA 1.52%
BRK.B BRK.B 1.44%
JPM JPM 1.38%
JNJ JNJ 1.28%

SPY pros

The following are SPY strengths from our perspective:

  • SPY 3-year return is 18.16%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • SPY 5-year return is 17.37%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • SPY 10-year return is 14.15%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  • SPY 15-year return is 8.1%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
  • SPY expense ratio is 0.09%, which is considered low. Nice job picking a low-cost fund.

SPY cons

The following are SPY weaknesses from our perspective:

  • SPY net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant SPY comparisons

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XLK

XLK description

The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund is an exchange traded fund launched by State Street Global Advisors, Inc. It is managed by SSGA Funds Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across information technology sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the Technology Select Sector Index, by using full replication technique. The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund was formed on December 16, 1998 and is domiciled in the United States.

XLK performance & returns
YTD Return 5.44%
1-Month Return 0.98%
3-Month Return 1.09%
1-Year Return 53.29%
3-Year Return 28.14%
5-Year Return 28.50%
10-Year Return 19.71%
XLK expense ratio is 0.12%.

XLK holdings

Top 10 Holdings (65.68% of Total Assets)

Name Symbol % Assets
AAPL AAPL 21.48%
MSFT MSFT 19.82%
V V 4.00%
NVDA NVDA 3.69%
MA MA 3.48%
PYPL PYPL 3.17%
INTC INTC 2.90%
ADBE ADBE 2.54%
CSCO CSCO 2.43%
CRM CRM 2.17%

XLK pros

The following are XLK strengths from our perspective:

  • XLK 3-year return is 28.14%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
  • XLK 5-year return is 28.5%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
  • XLK 10-year return is 19.71%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
  • XLK 15-year return is 12.72%, which is higher than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.
  • XLK expense ratio is 0.12%, which is considered low. Nice job picking a low-cost fund.

XLK cons

The following are XLK weaknesses from our perspective:

  • XLK net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant XLK comparisons

You may also want to check out the following XLK comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.