IJR vs XLK
Comparison between ISHARES CORE S&P SMALL-CAP ETF (IJR, ETF) and THE TECHNOLOGY SELECT SECTOR SPDR FUND (XLK, ETF).
5-Year PerformanceXLK has outperformed IJR, delivering a return of +21.3% compared to +5.8%
IJR vs XLK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IJR
$92B
XLK
$84B
Expense Ratio
Winner
IJR
0.06%
XLK
0.08%
Max Drawdown
Winner
IJR
58.90%
XLK
82.05%
Sharpe Ratio
IJR
1.66
Winner
XLK
2.30
5Y Beta
Winner
IJR
1.03
XLK
1.42
P/E Ratio
IJR
39.43
Winner
XLK
37.17
Forward P/E
Winner
IJR
15.38
XLK
22.34
PEG Ratio
IJR
N/A
XLK
0.53
5Y Dividends CAGR
Winner
IJR
13.42%
XLK
5.31%
5Y EPS CAGR
IJR
13.79%
Winner
XLK
34.25%
Debt to Equity
IJR
N/A
XLK
43.45%
P/S Ratio
Winner
IJR
1.11
XLK
7.28
P/B Ratio
Winner
IJR
1.97
XLK
9.09
IJR vs XLK - Holdings Comparison
IJR and XLK have 1 common holdings. Overlap is -1.05%
IJR's top 25 holdings weight is 13.04%. XLK's top 25 holdings weight is 83.51%.
| Rank | IJR | XLK |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.42% | NVIDIA CORP (NVDA) - 15.95% |
| #2 | FORMFACTOR INC (FORM) - 0.67% | APPLE INC (AAPL) - 12.24% |
| #3 | VIAVI SOLUTIONS INC (VIAV) - 0.62% | MICROSOFT CORP (MSFT) - 9.82% |
| #4 | SANMINA CORP (SANM) - 0.61% | BROADCOM INC (AVGO) - 5.84% |
| #5 | PRIMORIS SERVICES CORP (PRIM) - 0.56% | MICRON TECHNOLOGY INC (MU) - 4.26% |
| #6 | SEMTECH CORP (SMTC) - 0.56% | ADVANCED MICRO DEVICES INC (AMD) - 3.95% |
| #7 | ELEMENT SOLUTIONS INC (ESI) - 0.55% | INTEL CORP (INTC) - 2.98% |
| #8 | ARGAN INC (AGX) - 0.55% | CISCO SYSTEMS INC (CSCO) - 2.57% |
| #9 | MOLINA HEALTHCARE INC (MOH) - 0.55% | n/a (PLTR) - 2.42% |
| #10 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.52% | LAM RESEARCH CORP (LRCX) - 2.35% |
| #11 | ESCO TECHNOLOGIES INC (ESE) - 0.50% | APPLIED MATERIALS INC (AMAT) - 2.27% |
| #12 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.50% | ORACLE CORP (ORCL) - 2.11% |
| #13 | EASTMAN CHEMICAL CO (EMN) - 0.49% | TEXAS INSTRUMENTS INC (TXN) - 1.80% |
| #14 | LKQ CORP (LKQ) - 0.48% | KLA CORP (KLAC) - 1.78% |
| #15 | VIASAT INC (VSAT) - 0.48% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.63% |
| #16 | JACKSON FINANCIAL INC (JXN) - 0.48% | ANALOG DEVICES INC (ADI) - 1.40% |
| #17 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.47% | AMPHENOL CORP CLASS A (APH) - 1.33% |
| #18 | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 0.46% | ARISTA NETWORKS INC (ANET) - 1.28% |
| #19 | STONEX GROUP INC (SNEX) - 0.44% | SALESFORCE INC (CRM) - 1.27% |
| #20 | POWELL INDUSTRIES INC (POWL) - 0.44% | QUALCOMM INC (QCOM) - 1.20% |
| #21 | FIRST BANCORP (FBP) - 0.37% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.11% |
| #22 | AXOS FINANCIAL INC (AX) - 0.33% | PALO ALTO NETWORKS INC (PANW) - 1.10% |
| #23 | GRANITE CONSTRUCTION INC (GVA) - 0.33% | WESTERN DIGITAL CORP (WDC) - 0.99% |
| #24 | ALKERMES PLC (ALKS) - 0.33% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.95% |
| #25 | AMERIS BANCORP (ABCB) - 0.33% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.91% |
| Total Holdings | 567 | 76 |
IJR vs XLK - Historical Returns
Returns include dividend reinvestment.
1M
IJR
+6.56%
Winner
XLK
+23.88%
3M
IJR
+4.98%
Winner
XLK
+22.59%
6M
IJR
+18.03%
Winner
XLK
+22.15%
1Y
IJR
+35.31%
Winner
XLK
+62.03%
5Y(CAGR)
IJR
+5.83%
Winner
XLK
+21.26%
10Y(CAGR)
IJR
+11.03%
Winner
XLK
+24.95%
Max(CAGR)
Winner
IJR
+10.03%
XLK
+9.53%
IJR vs XLK - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IJR | XLK |
|---|---|---|
| 2026 | +14.17% | +21.78% |
| 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 -0.42%.
| 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 | -12.70% Sep 2, 2020 - Dec 8, 2020 |
| #9 | -16.87% Feb 15, 2001 - May 21, 2001 | -11.72% Jan 3, 2000 - Feb 10, 2000 |
| #10 | -13.83% May 9, 2006 - Nov 22, 2006 | -10.94% Jul 18, 2023 - Nov 14, 2023 |
| #11 | -12.83% Sep 7, 2000 - Jan 23, 2001 | -10.46% Apr 24, 2019 - Jun 20, 2019 |
| #12 | -11.83% Mar 26, 2012 - Sep 6, 2012 | -10.38% Jan 26, 2018 - Feb 26, 2018 |
| #13 | -11.63% Jul 3, 2014 - Dec 22, 2014 | -9.43% Mar 12, 2018 - Jun 1, 2018 |
| #14 | -11.07% Jun 30, 2004 - Oct 1, 2004 | -9.21% Feb 12, 2021 - Apr 7, 2021 |
| #15 | -10.66% Mar 7, 2005 - Jun 16, 2005 | -8.61% Mar 12, 2024 - May 15, 2024 |
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 | 0.14% | 0.10% |
| 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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