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 +22.3% compared to +15.0%
IWF vs XLK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWF
$132B
XLK
$125B
Expense Ratio
IWF
0.18%
Winner
XLK
0.08%
Max Drawdown
Winner
IWF
66.83%
XLK
82.05%
Sharpe Ratio
IWF
0.94
Winner
XLK
1.81
5Y Beta
Winner
IWF
1.21
XLK
1.45
P/E Ratio
Winner
IWF
35.86
XLK
38.15
Forward P/E
IWF
26.42
Winner
XLK
23.82
PEG Ratio
IWF
N/A
XLK
0.27
5Y Dividends CAGR
IWF
3.03%
Winner
XLK
7.89%
5Y EPS CAGR
IWF
33.70%
Winner
XLK
33.99%
Debt to Equity
IWF
51.63%
Winner
XLK
33.90%
P/S Ratio
Winner
IWF
5.94
XLK
7.38
P/B Ratio
IWF
12.64
Winner
XLK
9.64
IWF vs XLK - Holdings Comparison
IWF and XLK have 42 common holdings. Overlap is 50.02%
IWF's top 25 holdings weight is 76.09%. XLK's top 25 holdings weight is 83.92%.
| Rank | IWF | XLK |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.29% | NVIDIA CORP (NVDA) - 13.62% |
| #2 | APPLE INC (AAPL) - 11.90% | APPLE INC (AAPL) - 11.49% |
| #3 | MICROSOFT CORP (MSFT) - 7.92% | MICROSOFT CORP (MSFT) - 8.07% |
| #4 | BROADCOM INC (AVGO) - 5.33% | MICRON TECHNOLOGY INC (MU) - 6.91% |
| #5 | AMAZON.COM INC (AMZN) - 4.66% | ADVANCED MICRO DEVICES INC (AMD) - 5.08% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.93% | BROADCOM INC (AVGO) - 5.01% |
| #7 | TESLA INC (TSLA) - 3.32% | INTEL CORP (INTC) - 3.32% |
| #8 | ALPHABET INC CLASS C (GOOG) - 3.19% | CISCO SYSTEMS INC (CSCO) - 3.12% |
| #9 | META PLATFORMS INC CLASS A (META) - 3.01% | LAM RESEARCH CORP (LRCX) - 2.68% |
| #10 | ELI LILLY AND CO (LLY) - 2.82% | APPLIED MATERIALS INC (AMAT) - 2.60% |
| #11 | VISA INC CLASS A (V) - 1.76% | ORACLE CORP (ORCL) - 2.29% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.53% | n/a (PLTR) - 1.98% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.49% | KLA CORP (KLAC) - 1.84% |
| #14 | COSTCO WHOLESALE CORP (COST) - 1.36% | TEXAS INSTRUMENTS INC (TXN) - 1.72% |
| #15 | MASTERCARD INC CLASS A (MA) - 1.25% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.70% |
| #16 | ABBVIE INC (ABBV) - 1.24% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.59% |
| #17 | GE AEROSPACE (GE) - 1.17% | QUALCOMM INC (QCOM) - 1.44% |
| #18 | NETFLIX INC (NFLX) - 1.03% | PALO ALTO NETWORKS INC (PANW) - 1.38% |
| #19 | KLA CORP (KLAC) - 0.99% | ANALOG DEVICES INC (ADI) - 1.30% |
| #20 | ORACLE CORP (ORCL) - 0.98% | AMPHENOL CORP CLASS A (APH) - 1.24% |
| #21 | n/a (PLTR) - 0.90% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.21% |
| #22 | GE VERNOVA INC (GEV) - 0.90% | WESTERN DIGITAL CORP (WDC) - 1.15% |
| #23 | THE HOME DEPOT INC (HD) - 0.79% | SALESFORCE INC (CRM) - 1.08% |
| #24 | PALO ALTO NETWORKS INC (PANW) - 0.71% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.07% |
| #25 | AMPHENOL CORP CLASS A (APH) - 0.62% | ARISTA NETWORKS INC (ANET) - 1.03% |
| Total Holdings | 385 | 75 |
IWF vs XLK - Historical Returns
Returns include dividend reinvestment.
1M
IWF
-4.07%
Winner
XLK
+2.23%
3M
IWF
+10.51%
Winner
XLK
+34.65%
6M
IWF
+0.43%
Winner
XLK
+26.50%
1Y
IWF
+18.87%
Winner
XLK
+52.65%
5Y(CAGR)
IWF
+15.02%
Winner
XLK
+22.31%
10Y(CAGR)
IWF
+20.91%
Winner
XLK
+26.26%
Max(CAGR)
Winner
IWF
+11.68%
XLK
+10.90%
IWF vs XLK - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IWF | XLK |
|---|---|---|
| 2026 | +2.03% | +27.95% |
| 2025 | +20.02% | +25.47% |
| 2024 | +37.15% | +25.76% |
| 2023 | +47.01% | +58.87% |
| 2022 | -28.04% | -27.71% |
| 2021 | +31.43% | +38.02% |
| 2020 | +39.91% | +42.73% |
| 2019 | +40.48% | +51.73% |
| 2018 | +0.88% | -1.44% |
| 2017 | +33.72% | +35.09% |
| 2016 | +13.74% | +18.71% |
| 2015 | +10.05% | +7.63% |
| 2014 | +18.53% | +21.22% |
| 2013 | +35.43% | +24.51% |
| 2012 | +19.30% | +15.62% |
| 2011 | +5.64% | +3.05% |
| 2010 | +20.01% | +11.30% |
| 2009 | +39.19% | +48.28% |
| 2008 | -35.05% | -39.61% |
| 2007 | +14.34% | +15.92% |
| 2006 | +10.22% | +11.87% |
| 2005 | +8.69% | +1.23% |
| 2004 | +10.20% | +7.18% |
| 2003 | +28.44% | +32.49% |
| 2002 | -27.24% | -39.52% |
| 2001 | -15.08% | -18.64% |
| 2000 | -16.38% | -43.52% |
| 1999 | N/A | +26.96% |
IWF vs XLK Drawdown Comparison
The maximum drawdown for IWF was -62.39%, occurring on Oct 9, 2002. Recovery took 2657 trading sessions.
The maximum drawdown for XLK was -82.05%, occurring on Oct 9, 2002. Recovery took 4025 trading sessions.
The current IWF drawdown is -6.88%. The current XLK drawdown is -6.96%.
| Rank | IWF | XLK |
|---|---|---|
| #1 | -62.39% Jul 17, 2000 - Feb 8, 2011 | -82.05% Mar 27, 2000 - Mar 29, 2016 |
| #2 | -31.55% Feb 19, 2020 - Jun 5, 2020 | -33.11% Dec 27, 2021 - Jun 15, 2023 |
| #3 | -31.53% Dec 27, 2021 - Dec 8, 2023 | -30.79% Feb 19, 2020 - Jun 8, 2020 |
| #4 | -22.87% Jan 23, 2025 - Jun 24, 2025 | -25.53% Feb 19, 2025 - Jun 12, 2025 |
| #5 | -21.25% Oct 1, 2018 - Apr 1, 2019 | -23.43% Oct 3, 2018 - Mar 21, 2019 |
| #6 | -17.52% Jul 7, 2011 - Jan 25, 2012 | -16.97% Jul 10, 2024 - Nov 7, 2024 |
| #7 | -15.80% Oct 29, 2025 - May 6, 2026 | -15.93% Oct 29, 2025 - Apr 16, 2026 |
| #8 | -13.26% Jul 10, 2024 - Oct 14, 2024 | -12.50% Sep 2, 2020 - Dec 8, 2020 |
| #9 | -12.78% Dec 29, 2015 - Mar 30, 2016 | -11.72% Jan 3, 2000 - Feb 10, 2000 |
| #10 | -11.68% Jul 20, 2015 - Nov 2, 2015 | -10.89% Jun 2, 2026 - Jun 10, 2026 |
| #11 | -10.76% Sep 2, 2020 - Dec 1, 2020 | -10.76% Jul 18, 2023 - Nov 10, 2023 |
| #12 | -9.88% Jan 26, 2018 - Jun 4, 2018 | -10.46% Apr 24, 2019 - Jun 20, 2019 |
| #13 | -9.80% Apr 2, 2012 - Aug 16, 2012 | -10.38% Jan 26, 2018 - Feb 26, 2018 |
| #14 | -9.68% Feb 12, 2021 - Apr 8, 2021 | -9.21% Feb 12, 2021 - Apr 5, 2021 |
| #15 | -7.88% Apr 29, 2019 - Jun 18, 2019 | -9.15% Mar 12, 2018 - Jun 1, 2018 |
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 | 0.41% | 0.21% |
| 2025 | 1.43% | 0.94% |
| 2024 | 1.83% | 1.31% |
| 2023 | 2.67% | 1.52% |
| 2022 | 3.64% | 2.07% |
| 2021 | 1.98% | 1.29% |
| 2020 | 2.65% | 1.84% |
| 2019 | 3.97% | 2.31% |
| 2018 | 5.07% | 3.20% |
| 2017 | 4.39% | 2.74% |
| 2016 | 5.73% | 3.49% |
| 2015 | 5.48% | 3.58% |
| 2014 | 5.30% | 3.50% |
| 2013 | 5.16% | 3.41% |
| 2012 | 6.62% | 3.48% |
| 2011 | 5.57% | 3.02% |
| 2010 | 5.09% | 2.56% |
| 2009 | 5.55% | 2.74% |
| 2008 | 6.66% | 2.92% |
| 2007 | 3.67% | 1.45% |
| 2006 | 3.71% | 2.32% |
| 2005 | 3.56% | 1.42% |
| 2004 | 4.17% | 3.96% |
| 2003 | 3.17% | 1.38% |
| 2002 | 3.23% | 0.55% |
| 2001 | 1.63% | 0.00% |
| 2000 | 1.27% | 0.00% |
| 1999 | 0.00% | 0.00% |
Select Stocks to Compare
Popular: IWF vs SPYXLK vs SPY
More Comparisons
Compare with similar stocks