IJR vs XLK
Comparison between ISHARES CORE S&P SMALL-CAP ETF (IJR, ETF) and STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK, ETF).
5-Year PerformanceXLK has outperformed IJR, delivering a return of +20.0% compared to +7.5%
IJR vs XLK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJR
$111B
Winner
XLK
$124B
Expense Ratio
Winner
IJR
0.06%
XLK
0.08%
Max Drawdown
Winner
IJR
58.90%
XLK
82.05%
Sharpe Ratio
Winner
IJR
1.61
XLK
1.37
5Y Beta
Winner
IJR
1.01
XLK
1.46
P/E Ratio
IJR
45.37
Winner
XLK
40.30
Forward P/E
Winner
IJR
15.68
XLK
22.95
PEG Ratio
IJR
N/A
XLK
0.19
5Y Dividends CAGR
Winner
IJR
9.50%
XLK
7.88%
5Y EPS CAGR
IJR
8.99%
Winner
XLK
34.72%
Debt to Equity
IJR
46.57%
Winner
XLK
13.74%
P/S Ratio
Winner
IJR
1.21
XLK
8.41
P/B Ratio
Winner
IJR
2.11
XLK
10.85
IJR vs XLK - Holdings Comparison
IJR and XLK have 1 common holdings. Overlap is -2.02%
IJR's top 25 holdings weight is 12.78%. XLK's top 25 holdings weight is 82.94%.
| Rank | IJR | XLK |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.20% | NVIDIA CORP (NVDA) - 13.94% |
| #2 | VIASAT INC (VSAT) - 0.55% | APPLE INC (AAPL) - 13.58% |
| #3 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.50% | MICROSOFT CORP (MSFT) - 8.46% |
| #4 | CORCEPT THERAPEUTICS INC (CORT) - 0.50% | BROADCOM INC (AVGO) - 5.07% |
| #5 | GLAUKOS CORP (GKOS) - 0.49% | ADVANCED MICRO DEVICES INC (AMD) - 4.43% |
| #6 | KRYSTAL BIOTECH INC (KRYS) - 0.49% | MICRON TECHNOLOGY INC (MU) - 3.80% |
| #7 | FORMFACTOR INC (FORM) - 0.49% | INTEL CORP (INTC) - 3.17% |
| #8 | ELEMENT SOLUTIONS INC (ESI) - 0.48% | CISCO SYSTEMS INC (CSCO) - 3.02% |
| #9 | JACKSON FINANCIAL INC (JXN) - 0.48% | APPLIED MATERIALS INC (AMAT) - 2.88% |
| #10 | ALKERMES PLC (ALKS) - 0.48% | LAM RESEARCH CORP (LRCX) - 2.65% |
| #11 | ESCO TECHNOLOGIES INC (ESE) - 0.47% | n/a (PLTR) - 2.14% |
| #12 | ARGAN INC (AGX) - 0.47% | PALO ALTO NETWORKS INC (PANW) - 1.95% |
| #13 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.46% | KLA CORP (KLAC) - 1.87% |
| #14 | BRINKER INTERNATIONAL INC (EAT) - 0.46% | TEXAS INSTRUMENTS INC (TXN) - 1.79% |
| #15 | CARMAX INC (KMX) - 0.45% | ORACLE CORP (ORCL) - 1.42% |
| #16 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.45% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.42% |
| #17 | RALLIANT CORP (RAL) - 0.44% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.40% |
| #18 | TERRENO REALTY CORP (TRNO) - 0.44% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.38% |
| #19 | STONEX GROUP INC (SNEX) - 0.43% | AMPHENOL CORP CLASS A (APH) - 1.28% |
| #20 | ETSY INC (ETSY) - 0.43% | ANALOG DEVICES INC (ADI) - 1.26% |
| #21 | FIRST BANCORP (FBP) - 0.38% | QUALCOMM INC (QCOM) - 1.24% |
| #22 | ENOVA INTERNATIONAL INC (ENVA) - 0.31% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.24% |
| #23 | VSE CORP (VSEC) - 0.31% | ARISTA NETWORKS INC (ANET) - 1.21% |
| #24 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.31% | MARVELL TECHNOLOGY INC (MRVL) - 1.18% |
| #25 | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 0.31% | WESTERN DIGITAL CORP (WDC) - 1.16% |
| Total Holdings | 566 | 77 |
IJR vs XLK - Historical Returns
Returns include dividend reinvestment.
1M
IJR
+0.69%
Winner
XLK
+0.96%
3M
IJR
+6.72%
Winner
XLK
+9.13%
6M
IJR
+12.52%
Winner
XLK
+31.64%
1Y
IJR
+35.15%
Winner
XLK
+41.64%
5Y(CAGR)
IJR
+7.51%
Winner
XLK
+19.97%
10Y(CAGR)
IJR
+10.83%
Winner
XLK
+24.22%
Max(CAGR)
Winner
IJR
+10.22%
XLK
+9.66%
IJR vs XLK - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IJR | XLK |
|---|---|---|
| 2026 | +22.35% | +28.74% |
| 2025 | +6.12% | +24.89% |
| 2024 | +9.17% | +24.90% |
| 2023 | +16.24% | +57.51% |
| 2022 | -17.10% | -28.41% |
| 2021 | +27.79% | +36.98% |
| 2020 | +11.20% | +40.97% |
| 2019 | +22.26% | +49.76% |
| 2018 | -9.18% | -2.86% |
| 2017 | +12.52% | +33.07% |
| 2016 | +29.64% | +16.54% |
| 2015 | -1.35% | +5.69% |
| 2014 | +7.12% | +19.01% |
| 2013 | +37.43% | +22.18% |
| 2012 | +14.45% | +13.69% |
| 2011 | -1.04% | +1.48% |
| 2010 | +23.56% | +9.77% |
| 2009 | +23.80% | +45.83% |
| 2008 | -30.85% | -40.31% |
| 2007 | -0.34% | +15.10% |
| 2006 | +13.09% | +10.55% |
| 2005 | +9.35% | +0.54% |
| 2004 | +21.81% | +5.13% |
| 2003 | +34.70% | +31.57% |
| 2002 | -14.38% | -39.68% |
| 2001 | +10.30% | -18.64% |
| 2000 | +14.42% | -43.52% |
| 1999 | N/A | +26.96% |
IJR vs XLK Drawdown Comparison
The maximum drawdown for IJR was -58.15%, occurring on Mar 9, 2009. Recovery took 896 trading sessions.
The maximum drawdown for XLK was -82.05%, occurring on Oct 9, 2002. Recovery took 4255 trading sessions.
The current IJR drawdown is -1.72%. The current XLK drawdown is -6.39%.
| Rank | IJR | XLK |
|---|---|---|
| #1 | -58.15% Jul 19, 2007 - Feb 7, 2011 | -82.05% Mar 27, 2000 - Feb 24, 2017 |
| #2 | -44.35% Aug 31, 2018 - Nov 24, 2020 | -33.56% Dec 27, 2021 - Jun 15, 2023 |
| #3 | -33.57% Apr 16, 2002 - Oct 14, 2003 | -31.15% Feb 19, 2020 - Jun 9, 2020 |
| #4 | -28.01% Nov 25, 2024 - Dec 11, 2025 | -25.66% Feb 19, 2025 - Jun 12, 2025 |
| #5 | -26.58% Jul 7, 2011 - Feb 3, 2012 | -23.77% Oct 3, 2018 - Apr 3, 2019 |
| #6 | -26.46% Nov 8, 2021 - Jul 16, 2024 | -16.97% Jul 10, 2024 - Nov 7, 2024 |
| #7 | -23.78% May 22, 2001 - Jan 4, 2002 | -15.93% Oct 29, 2025 - Apr 16, 2026 |
| #8 | -20.00% Jun 23, 2015 - Jul 11, 2016 | -15.86% Jun 2, 2026 - Jul 29, 2026 |
| #9 | -16.87% Feb 15, 2001 - May 21, 2001 | -12.70% Sep 2, 2020 - Dec 8, 2020 |
| #10 | -13.83% May 9, 2006 - Nov 22, 2006 | -11.72% Jan 3, 2000 - Feb 10, 2000 |
| #11 | -12.83% Sep 7, 2000 - Jan 23, 2001 | -10.94% Jul 18, 2023 - Nov 14, 2023 |
| #12 | -11.83% Mar 26, 2012 - Sep 6, 2012 | -10.46% Apr 24, 2019 - Jun 20, 2019 |
| #13 | -11.63% Jul 3, 2014 - Dec 22, 2014 | -10.38% Jan 26, 2018 - Feb 26, 2018 |
| #14 | -11.07% Jun 30, 2004 - Oct 1, 2004 | -9.43% Mar 12, 2018 - Jun 1, 2018 |
| #15 | -10.66% Mar 7, 2005 - Jun 16, 2005 | -9.21% Feb 12, 2021 - Apr 7, 2021 |
Correlation
Correlation between IJR and XLK is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (1999 - 2026)
IJR vs XLK dividend yield comparison.
| Year | IJR | XLK |
|---|---|---|
| 2026 | 0.42% | 0.21% |
| 2025 | 1.44% | 0.54% |
| 2024 | 2.05% | 0.66% |
| 2023 | 1.31% | 0.76% |
| 2022 | 1.41% | 1.04% |
| 2021 | 1.53% | 0.65% |
| 2020 | 1.11% | 0.92% |
| 2019 | 1.44% | 1.16% |
| 2018 | 1.58% | 1.60% |
| 2017 | 1.20% | 1.37% |
| 2016 | 1.22% | 1.74% |
| 2015 | 1.49% | 1.79% |
| 2014 | 1.23% | 1.75% |
| 2013 | 1.00% | 1.70% |
| 2012 | 1.66% | 1.74% |
| 2011 | 1.02% | 1.51% |
| 2010 | 1.08% | 1.28% |
| 2009 | 0.98% | 1.37% |
| 2008 | 1.50% | 1.46% |
| 2007 | 1.07% | 0.72% |
| 2006 | 0.77% | 1.16% |
| 2005 | 0.87% | 0.71% |
| 2004 | 0.73% | 1.98% |
| 2003 | 0.61% | 0.69% |
| 2002 | 0.65% | 0.28% |
| 2001 | 0.51% | 0.00% |
| 2000 | 1.24% | 0.00% |
| 1999 | 0.00% | 0.00% |
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