15 important things you should know about State Street Global Advisors XLK ETF
Updated: November 29, 2021
Bull case
3-year return above the benchmark
5-year return above the benchmark
10-year return above the benchmark
15-year return above the benchmark
Low expense ratio
Bear case

No bear case arguments.

Before we start: if you’re looking for XLK “stock” price, you can quickly find it out by visiting Finny and typing "XLK quote". If you’re looking for a quick scoop on XLK "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "XLK". You’ll get all this info in one place.

Are you looking to buy or sell XLK? Or perhaps you’re looking for XLK fact sheet, and learn about its alternatives? If so, you came to the right place.

In this XLK ETF review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: XLK performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: XLK buy or sell; the pros and cons of investing in XLK ETF;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to XLK.

And here is the list of questions we’ll answer:

  1. Describe SPDR Select Sector Fund - Technology (XLK).
  2. What is XLK underlying index?
  3. What are XLK holdings?
  4. What is XLK performance? What are XLK historical returns?
  5. What is XLK dividend yield?
  6. What is XLK Finny Score? XLK buy or sell?
  7. What are the pros of investing in XLK? What are XLK buy reasons?
  8. What are the cons of investing in XLK? What are XLK sell reasons?
  9. Compare and contrast: XLK vs FDN.
  10. Compare and contrast: XLK vs IGV.
  11. Compare and contrast: XLK vs SPY.
  12. Compare and contrast: XLK vs ARKK.
  13. Compare and contrast: XLK vs ARKW.
  14. Compare and contrast: XLK vs FIVG.
  15. Compare and contrast: XLK vs FTEC.

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe SPDR Select Sector Fund - Technology (XLK).

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.

2. What is XLK underlying index?

S&P Technology Select Sector Index.

3. What are XLK top holdings?

XLK has 75 stock holdings and 0 bond holdings.

The top 10 holdings represent 68.96% of total assets. Here are the top holdings:

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%

4. What is XLK performance? What are XLK historical returns?

XLK has generated the following returns:

  • 1-month return is 4.15%;
  • 3-month return is 6.26%;
  • 1-year return is 37.14%;
  • 3-year return is 37.95%;
  • 5-year return is 29.85%;
  • 10-year return is 23.24%;
  • 15-year return is 15.54%.

5. What is XLK dividend yield?

XLK yield is %.

Analysis

6. What is Finny Score? buy or sell?

Finny Score is 100. Our quantitative analysis shows 5 reasons to buy and 0 reasons to sell it, resulting in the Finny Score of 100.

7. What are the pros of investing in XLK? What are XLK buy reasons?

The following are XLK strengths from our perspective:

  • XLK 3-year return is 37.95%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 18.48%.
  • XLK 5-year return is 29.85%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 14.64%.
  • XLK 10-year return is 23.24%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 12.58%.
  • XLK 15-year return is 15.54%, which is higher than the 15-year return of the benchmark index (MSCI ACWI NR USD), 7.2%.
  • XLK expense ratio is 0.12%, which is considered low. Nice job picking a low-cost fund.

8. What are the cons of investing in XLK? What are XLK negatives?

There are no visible red flags.

Alternatives

9. Compare and contrast: XLK vs FDN.

Both XLK and FDN are ETFs.

XLK has a higher 5-year return than FDN (29.85% vs 23.67%).

XLK has a lower expense ratio than FDN (0.12% vs 0.51%).

XLK FDN
Segment Equity: U.S. Technology Equity: U.S. Internet
Net Assets $47.70B $10.94B
Expense Ratio 0.12% 0.51%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P Technology Select Sector Index Dow Jones Internet Composite Index
Dividend Yield N/A N/A

FDN profile: The Fund seeks investment results that correspond generally to the price and yield of an equity index called the Dow Jones Internet Composite Index. The Fund invests at least 90% of its total assets in common stocks that comprise the Index. The Index is composed of Internet commerce and services companies.

For further information, check out XLK vs FDN comparison details.

10. Compare and contrast: XLK vs IGV.

Both XLK and IGV are ETFs.

XLK has a lower 5-year return than IGV (29.85% vs 30.02%).

XLK has a lower expense ratio than IGV (0.12% vs 0.43%).

XLK IGV
Segment Equity: U.S. Technology Equity: North America Software
Net Assets $47.70B $6.59B
Expense Ratio 0.12% 0.43%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P Technology Select Sector Index S&P North American Technology - Software Index
Dividend Yield N/A N/A

IGV profile: The Fund seeks to track the investment results of the S&P North American Expanded Technology Software Index, which measures the performance of U.S.-traded stocks from the software industry and select companies from the interactive home entertainment and interactive media and services sub-industries in the U.S. and Canada.

For further information, check out XLK vs IGV comparison details.

11. Compare and contrast: XLK vs SPY.

Both XLK and SPY are ETFs.

XLK has a higher 5-year return than SPY (29.85% vs 17.79%).

XLK has a higher expense ratio than SPY (0.12% vs 0.09%).

XLK SPY
Segment Equity: U.S. Technology Equity: U.S. - Large Cap
Net Assets $47.70B $417.28B
Expense Ratio 0.12% 0.09%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P Technology Select Sector Index S&P 500
Dividend Yield N/A 1.3%

SPY profile: The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

For further information, check out XLK vs SPY comparison details.

12. Compare and contrast: XLK vs ARKK.

Both XLK and ARKK are ETFs.

XLK has a lower 5-year return than ARKK (29.85% vs 40.5%).

XLK has a lower expense ratio than ARKK (0.12% vs 0.75%).

XLK ARKK
Segment Equity: U.S. Technology Equity: Global - Total Market
Net Assets $47.70B $21.36B
Expense Ratio 0.12% 0.75%
Management Style passive (index-based) active
Underlying Index S&P Technology Select Sector Index --
Dividend Yield N/A N/A

ARKK profile: The Fund seeks long-term growth of capital. The Fund is an actively-managed exchange-traded fund that will invest under normal circumstances primarily (at least 65% of its assets) in domestic and foreign equity securities of companies that are relevant to the Funds investment theme of disruptive innovation.

For further information, check out XLK vs ARKK comparison details.

13. Compare and contrast: XLK vs ARKW.

Both XLK and ARKW are ETFs.

XLK has a lower 5-year return than ARKW (29.85% vs 45.08%).

XLK has a lower expense ratio than ARKW (0.12% vs 0.79%).

XLK ARKW
Segment Equity: U.S. Technology Equity: Global Internet
Net Assets $47.70B $5.52B
Expense Ratio 0.12% 0.79%
Management Style passive (index-based) active
Underlying Index S&P Technology Select Sector Index --
Dividend Yield N/A N/A

ARKW profile: The Fund seeks long-term growth of capital. The Fund will invest primarily in domestic and foreign equity securities of companies that are relevant to the Funds investment theme of Web x.0. It will be concentrated in issuers in issuers having their principal business activities in the internet information provider.

For further information, check out XLK vs ARKW comparison details.

14. Compare and contrast: XLK vs FIVG.

XLK is an ETF, whereas FIVG is a mutual fund.

XLK has a higher 5-year return than FIVG (29.85% vs %).

XLK has a lower expense ratio than FIVG (0.12% vs 0.3%).

XLK FIVG
Segment Equity: U.S. Technology
Net Assets $47.70B $1.29B
Expense Ratio 0.12% 0.3%
Management Style passive (index-based) N/A
Underlying Index S&P Technology Select Sector Index N/A
Dividend Yield N/A 0.9%

FIVG profile: The Fund seeks to track the total return performance of the Bluestar 5G Communications Index. The index consists of a modified market capitalization weighted portfolio of U.S equity securities, depositary receipts, of products or services tied to the development of 5G network and communication technologies.

For further information, check out XLK vs FIVG comparison details.

15. Compare and contrast: XLK vs FTEC.

Both XLK and FTEC are ETFs.

XLK has a lower 5-year return than FTEC (29.85% vs 30.13%).

XLK has a higher expense ratio than FTEC (0.12% vs 0.08%).

XLK FTEC
Segment Equity: U.S. Technology Equity: U.S. Technology
Net Assets $47.70B $6.67B
Expense Ratio 0.12% 0.08%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P Technology Select Sector Index MSCI USA IMI Information Technology Index
Dividend Yield N/A 0.67%

FTEC profile: The Fund seeks investment returns that correspond to the performance of the MSCI USA IMI Information Technology Index. The Fund will invest at least 80% of its assets in securities of MSCI USA IMI Information Technology Index which represents the performance of the information technology sector in the U.S. equity market.

For further information, check out XLK vs FTEC comparison details.

In the XLK review, we covered XLK key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.