IWF vs XLK
Comparison between ISHARES RUSSELL 1000 GROWTH ETF (IWF, ETF) and STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK, ETF).
5-Year PerformanceXLK has outperformed IWF, delivering a return of +20.0% compared to +12.4%
IWF vs XLK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWF
$129B
XLK
$124B
Expense Ratio
IWF
0.18%
Winner
XLK
0.08%
Max Drawdown
Winner
IWF
66.83%
XLK
82.05%
Sharpe Ratio
IWF
0.59
Winner
XLK
1.37
5Y Beta
Winner
IWF
1.21
XLK
1.46
P/E Ratio
Winner
IWF
33.46
XLK
40.30
Forward P/E
Winner
IWF
22.01
XLK
22.95
PEG Ratio
IWF
N/A
XLK
0.19
5Y Dividends CAGR
IWF
3.04%
Winner
XLK
7.88%
5Y EPS CAGR
Winner
IWF
40.51%
XLK
34.72%
Debt to Equity
IWF
74.48%
Winner
XLK
13.74%
P/S Ratio
Winner
IWF
7.73
XLK
8.41
P/B Ratio
IWF
12.87
Winner
XLK
10.85
IWF vs XLK - Holdings Comparison
IWF and XLK have 33 common holdings. Overlap is 42.62%
IWF's top 25 holdings weight is 70.84%. XLK's top 25 holdings weight is 82.94%.
| Rank | IWF | XLK |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.67% | NVIDIA CORP (NVDA) - 13.94% |
| #2 | APPLE INC (AAPL) - 7.79% | APPLE INC (AAPL) - 13.58% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.14% | MICROSOFT CORP (MSFT) - 8.46% |
| #4 | BROADCOM INC (AVGO) - 5.46% | BROADCOM INC (AVGO) - 5.07% |
| #5 | ALPHABET INC CLASS C (GOOG) - 4.99% | ADVANCED MICRO DEVICES INC (AMD) - 4.43% |
| #6 | MICROSOFT CORP (MSFT) - 4.48% | MICRON TECHNOLOGY INC (MU) - 3.80% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.51% | INTEL CORP (INTC) - 3.17% |
| #8 | TESLA INC (TSLA) - 3.36% | CISCO SYSTEMS INC (CSCO) - 3.02% |
| #9 | MICRON TECHNOLOGY INC (MU) - 3.32% | APPLIED MATERIALS INC (AMAT) - 2.88% |
| #10 | ELI LILLY AND CO (LLY) - 2.85% | LAM RESEARCH CORP (LRCX) - 2.65% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 2.69% | n/a (PLTR) - 2.14% |
| #12 | VISA INC CLASS A (V) - 1.78% | PALO ALTO NETWORKS INC (PANW) - 1.95% |
| #13 | APPLIED MATERIALS INC (AMAT) - 1.36% | KLA CORP (KLAC) - 1.87% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.32% | TEXAS INSTRUMENTS INC (TXN) - 1.79% |
| #15 | CATERPILLAR INC (CAT) - 1.23% | ORACLE CORP (ORCL) - 1.42% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.22% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.42% |
| #17 | GE AEROSPACE (GE) - 1.07% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.40% |
| #18 | n/a (PLTR) - 0.89% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.38% |
| #19 | GE VERNOVA INC (GEV) - 0.88% | AMPHENOL CORP CLASS A (APH) - 1.28% |
| #20 | NETFLIX INC (NFLX) - 0.87% | ANALOG DEVICES INC (ADI) - 1.26% |
| #21 | STARBUCKS CORP (SBUX) - 0.20% | QUALCOMM INC (QCOM) - 1.24% |
| #22 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.20% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.24% |
| #23 | ADOBE INC (ADBE) - 0.19% | ARISTA NETWORKS INC (ANET) - 1.21% |
| #24 | COMFORT SYSTEMS USA INC (FIX) - 0.19% | MARVELL TECHNOLOGY INC (MRVL) - 1.18% |
| #25 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.18% | WESTERN DIGITAL CORP (WDC) - 1.16% |
| Total Holdings | 331 | 77 |
IWF vs XLK - Historical Returns
Returns include dividend reinvestment.
1M
IWF
+0.41%
Winner
XLK
+0.96%
3M
IWF
+0.95%
Winner
XLK
+9.13%
6M
IWF
+8.32%
Winner
XLK
+31.64%
1Y
IWF
+11.94%
Winner
XLK
+41.64%
5Y(CAGR)
IWF
+12.44%
Winner
XLK
+19.97%
10Y(CAGR)
IWF
+17.70%
Winner
XLK
+24.22%
Max(CAGR)
IWF
+8.40%
Winner
XLK
+9.66%
IWF vs XLK - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IWF | XLK |
|---|---|---|
| 2026 | +4.90% | +28.74% |
| 2025 | +18.60% | +24.89% |
| 2024 | +35.13% | +24.90% |
| 2023 | +43.68% | +57.51% |
| 2022 | -29.81% | -28.41% |
| 2021 | +29.26% | +36.98% |
| 2020 | +36.37% | +40.97% |
| 2019 | +35.96% | +49.76% |
| 2018 | -2.59% | -2.86% |
| 2017 | +28.98% | +33.07% |
| 2016 | +8.87% | +16.54% |
| 2015 | +5.60% | +5.69% |
| 2014 | +13.77% | +19.01% |
| 2013 | +29.76% | +22.18% |
| 2012 | +13.57% | +13.69% |
| 2011 | +1.37% | +1.48% |
| 2010 | +15.02% | +9.77% |
| 2009 | +32.66% | +45.83% |
| 2008 | -37.54% | -40.31% |
| 2007 | +11.18% | +15.10% |
| 2006 | +7.07% | +10.55% |
| 2005 | +5.74% | +0.54% |
| 2004 | +6.73% | +5.13% |
| 2003 | +25.08% | +31.57% |
| 2002 | -28.80% | -39.68% |
| 2001 | -16.14% | -18.64% |
| 2000 | -17.06% | -43.52% |
| 1999 | N/A | +26.96% |
IWF vs XLK Drawdown Comparison
The maximum drawdown for IWF was -64.25%, occurring on Mar 9, 2009. Recovery took 3313 trading sessions.
The maximum drawdown for XLK was -82.05%, occurring on Oct 9, 2002. Recovery took 4255 trading sessions.
The current IWF drawdown is -4.01%. The current XLK drawdown is -6.39%.
| Rank | IWF | XLK |
|---|---|---|
| #1 | -64.25% Jul 17, 2000 - Sep 18, 2013 | -82.05% Mar 27, 2000 - Feb 24, 2017 |
| #2 | -32.72% Dec 27, 2021 - Jan 10, 2024 | -33.56% Dec 27, 2021 - Jun 15, 2023 |
| #3 | -31.55% Feb 19, 2020 - Jun 8, 2020 | -31.15% Feb 19, 2020 - Jun 9, 2020 |
| #4 | -23.36% Dec 16, 2024 - Jun 26, 2025 | -25.66% Feb 19, 2025 - Jun 12, 2025 |
| #5 | -21.90% Oct 1, 2018 - Apr 12, 2019 | -23.77% Oct 3, 2018 - Apr 3, 2019 |
| #6 | -16.27% Oct 29, 2025 - May 7, 2026 | -16.97% Jul 10, 2024 - Nov 7, 2024 |
| #7 | -13.84% Jul 20, 2015 - Jul 8, 2016 | -15.93% Oct 29, 2025 - Apr 16, 2026 |
| #8 | -13.26% Jul 10, 2024 - Oct 14, 2024 | -15.86% Jun 2, 2026 - Jul 29, 2026 |
| #9 | -11.36% Jun 1, 2026 - Jul 29, 2026 | -12.70% Sep 2, 2020 - Dec 8, 2020 |
| #10 | -11.31% Sep 2, 2020 - Dec 1, 2020 | -11.72% Jan 3, 2000 - Feb 10, 2000 |
| #11 | -9.88% Jan 26, 2018 - Jun 5, 2018 | -10.94% Jul 18, 2023 - Nov 14, 2023 |
| #12 | -9.68% Feb 12, 2021 - Apr 8, 2021 | -10.46% Apr 24, 2019 - Jun 20, 2019 |
| #13 | -7.88% Apr 29, 2019 - Jun 20, 2019 | -10.38% Jan 26, 2018 - Feb 26, 2018 |
| #14 | -7.26% Sep 18, 2014 - Oct 31, 2014 | -9.43% Mar 12, 2018 - Jun 1, 2018 |
| #15 | -7.26% Sep 3, 2021 - Oct 25, 2021 | -9.21% Feb 12, 2021 - Apr 7, 2021 |
Correlation
Correlation between IWF and XLK is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
IWF vs XLK dividend yield comparison.
| Year | IWF | XLK |
|---|---|---|
| 2026 | 0.17% | 0.21% |
| 2025 | 0.36% | 0.54% |
| 2024 | 0.46% | 0.66% |
| 2023 | 0.67% | 0.76% |
| 2022 | 0.91% | 1.04% |
| 2021 | 0.50% | 0.65% |
| 2020 | 0.66% | 0.92% |
| 2019 | 0.99% | 1.16% |
| 2018 | 1.27% | 1.60% |
| 2017 | 1.10% | 1.37% |
| 2016 | 1.43% | 1.74% |
| 2015 | 1.37% | 1.79% |
| 2014 | 1.33% | 1.75% |
| 2013 | 1.29% | 1.70% |
| 2012 | 1.65% | 1.74% |
| 2011 | 1.39% | 1.51% |
| 2010 | 1.27% | 1.28% |
| 2009 | 1.39% | 1.37% |
| 2008 | 1.66% | 1.46% |
| 2007 | 0.92% | 0.72% |
| 2006 | 0.93% | 1.16% |
| 2005 | 0.89% | 0.71% |
| 2004 | 1.04% | 1.98% |
| 2003 | 0.79% | 0.69% |
| 2002 | 0.81% | 0.28% |
| 2001 | 0.41% | 0.00% |
| 2000 | 0.32% | 0.00% |
| 1999 | 0.00% | 0.00% |
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