XLK vs IJR
Comparison between STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK, ETF) and ISHARES CORE S&P SMALL-CAP ETF (IJR, ETF).
5-Year PerformanceXLK has outperformed IJR, delivering a return of +19.8% compared to +7.7%
XLK vs IJR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLK
$124B
IJR
$111B
Expense Ratio
XLK
0.08%
Winner
IJR
0.06%
Max Drawdown
XLK
82.05%
Winner
IJR
58.90%
Sharpe Ratio
XLK
1.32
Winner
IJR
1.50
5Y Beta
XLK
1.46
Winner
IJR
1.02
P/E Ratio
Winner
XLK
39.67
IJR
44.19
Forward P/E
XLK
22.89
Winner
IJR
15.59
PEG Ratio
XLK
0.19
IJR
N/A
5Y Dividends CAGR
XLK
7.88%
Winner
IJR
9.50%
5Y EPS CAGR
Winner
XLK
35.00%
IJR
9.88%
Debt to Equity
Winner
XLK
-28.69%
IJR
62.58%
P/S Ratio
XLK
8.37
Winner
IJR
1.17
P/B Ratio
XLK
10.95
Winner
IJR
2.09
XLK vs IJR - Holdings Comparison
XLK and IJR have 1 common holdings. Overlap is -1.81%
XLK's top 25 holdings weight is 83.07%. IJR's top 25 holdings weight is 12.99%.
| Rank | XLK | IJR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.09% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.06% |
| #2 | APPLE INC (AAPL) - 13.17% | MOLINA HEALTHCARE INC (MOH) - 0.69% |
| #3 | MICROSOFT CORP (MSFT) - 8.05% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.61% |
| #4 | BROADCOM INC (AVGO) - 5.11% | VIASAT INC (VSAT) - 0.52% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 4.50% | ELEMENT SOLUTIONS INC (ESI) - 0.51% |
| #6 | MICRON TECHNOLOGY INC (MU) - 3.84% | FORMFACTOR INC (FORM) - 0.50% |
| #7 | INTEL CORP (INTC) - 3.25% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.49% |
| #8 | APPLIED MATERIALS INC (AMAT) - 3.07% | GLAUKOS CORP (GKOS) - 0.49% |
| #9 | CISCO SYSTEMS INC (CSCO) - 2.95% | KRYSTAL BIOTECH INC (KRYS) - 0.49% |
| #10 | LAM RESEARCH CORP (LRCX) - 2.80% | ARGAN INC (AGX) - 0.48% |
| #11 | n/a (PLTR) - 2.05% | CORCEPT THERAPEUTICS INC (CORT) - 0.47% |
| #12 | KLA CORP (KLAC) - 1.96% | ALKERMES PLC (ALKS) - 0.47% |
| #13 | PALO ALTO NETWORKS INC (PANW) - 1.92% | JACKSON FINANCIAL INC (JXN) - 0.47% |
| #14 | TEXAS INSTRUMENTS INC (TXN) - 1.83% | ESCO TECHNOLOGIES INC (ESE) - 0.46% |
| #15 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.60% | BRINKER INTERNATIONAL INC (EAT) - 0.44% |
| #16 | ORACLE CORP (ORCL) - 1.50% | STONEX GROUP INC (SNEX) - 0.44% |
| #17 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.41% | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.44% |
| #18 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.33% | CARMAX INC (KMX) - 0.43% |
| #19 | AMPHENOL CORP CLASS A (APH) - 1.29% | MAXLINEAR INC (MXL) - 0.43% |
| #20 | ANALOG DEVICES INC (ADI) - 1.28% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.43% |
| #21 | QUALCOMM INC (QCOM) - 1.25% | FIRST BANCORP (FBP) - 0.38% |
| #22 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.24% | ENPHASE ENERGY INC (ENPH) - 0.33% |
| #23 | MARVELL TECHNOLOGY INC (MRVL) - 1.21% | ENOVA INTERNATIONAL INC (ENVA) - 0.32% |
| #24 | ARISTA NETWORKS INC (ANET) - 1.19% | VISHAY INTERTECHNOLOGY INC (VSH) - 0.32% |
| #25 | WESTERN DIGITAL CORP (WDC) - 1.18% | TELEFLEX INC (TFX) - 0.32% |
| Total Holdings | 77 | 562 |
XLK vs IJR - Historical Returns
Returns include dividend reinvestment.
1M
XLK
-5.92%
Winner
IJR
+2.31%
3M
Winner
XLK
+17.00%
IJR
+8.83%
6M
Winner
XLK
+26.01%
IJR
+13.16%
1Y
Winner
XLK
+39.13%
IJR
+33.04%
5Y(CAGR)
Winner
XLK
+19.84%
IJR
+7.70%
10Y(CAGR)
Winner
XLK
+24.32%
IJR
+10.90%
Max(CAGR)
XLK
+9.58%
Winner
IJR
+10.21%
XLK vs IJR - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLK | IJR |
|---|---|---|
| 2026 | +25.58% | +21.32% |
| 2025 | +24.89% | +6.12% |
| 2024 | +24.90% | +9.17% |
| 2023 | +57.51% | +16.24% |
| 2022 | -28.41% | -17.10% |
| 2021 | +36.98% | +27.79% |
| 2020 | +40.97% | +11.20% |
| 2019 | +49.76% | +22.26% |
| 2018 | -2.86% | -9.18% |
| 2017 | +33.07% | +12.52% |
| 2016 | +16.54% | +29.64% |
| 2015 | +5.69% | -1.35% |
| 2014 | +19.01% | +7.12% |
| 2013 | +22.18% | +37.43% |
| 2012 | +13.69% | +14.45% |
| 2011 | +1.48% | -1.04% |
| 2010 | +9.77% | +23.56% |
| 2009 | +45.83% | +23.80% |
| 2008 | -40.31% | -30.85% |
| 2007 | +15.10% | -0.34% |
| 2006 | +10.55% | +13.09% |
| 2005 | +0.54% | +9.35% |
| 2004 | +5.13% | +21.81% |
| 2003 | +31.57% | +34.70% |
| 2002 | -39.68% | -14.38% |
| 2001 | -18.64% | +10.30% |
| 2000 | -43.52% | +14.42% |
| 1999 | +26.96% | N/A |
XLK vs IJR Drawdown Comparison
The maximum drawdown for XLK was -82.05%, occurring on Oct 9, 2002. Recovery took 4255 trading sessions.
The maximum drawdown for IJR was -58.15%, occurring on Mar 9, 2009. Recovery took 896 trading sessions.
The current XLK drawdown is -8.69%. The current IJR drawdown is -1.17%.
| Rank | XLK | IJR |
|---|---|---|
| #1 | -82.05% Mar 27, 2000 - Feb 24, 2017 | -58.15% Jul 19, 2007 - Feb 7, 2011 |
| #2 | -33.56% Dec 27, 2021 - Jun 15, 2023 | -44.35% Aug 31, 2018 - Nov 24, 2020 |
| #3 | -31.15% Feb 19, 2020 - Jun 9, 2020 | -33.57% Apr 16, 2002 - Oct 14, 2003 |
| #4 | -25.66% Feb 19, 2025 - Jun 12, 2025 | -28.01% Nov 25, 2024 - Dec 11, 2025 |
| #5 | -23.77% Oct 3, 2018 - Apr 3, 2019 | -26.58% Jul 7, 2011 - Feb 3, 2012 |
| #6 | -16.97% Jul 10, 2024 - Nov 7, 2024 | -26.46% Nov 8, 2021 - Jul 16, 2024 |
| #7 | -15.93% Oct 29, 2025 - Apr 16, 2026 | -23.78% May 22, 2001 - Jan 4, 2002 |
| #8 | -12.70% Sep 2, 2020 - Dec 8, 2020 | -20.00% Jun 23, 2015 - Jul 11, 2016 |
| #9 | -11.72% Jan 3, 2000 - Feb 10, 2000 | -16.87% Feb 15, 2001 - May 21, 2001 |
| #10 | -11.31% Jun 2, 2026 - Jul 17, 2026 | -13.83% May 9, 2006 - Nov 22, 2006 |
| #11 | -10.94% Jul 18, 2023 - Nov 14, 2023 | -12.83% Sep 7, 2000 - Jan 23, 2001 |
| #12 | -10.46% Apr 24, 2019 - Jun 20, 2019 | -11.83% Mar 26, 2012 - Sep 6, 2012 |
| #13 | -10.38% Jan 26, 2018 - Feb 26, 2018 | -11.63% Jul 3, 2014 - Dec 22, 2014 |
| #14 | -9.43% Mar 12, 2018 - Jun 1, 2018 | -11.07% Jun 30, 2004 - Oct 1, 2004 |
| #15 | -9.21% Feb 12, 2021 - Apr 7, 2021 | -10.66% Mar 7, 2005 - Jun 16, 2005 |
Correlation
Correlation between XLK and IJR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (1999 - 2026)
XLK vs IJR dividend yield comparison.
| Year | XLK | IJR |
|---|---|---|
| 2026 | 0.22% | 0.43% |
| 2025 | 0.54% | 1.44% |
| 2024 | 0.66% | 2.05% |
| 2023 | 0.76% | 1.31% |
| 2022 | 1.04% | 1.41% |
| 2021 | 0.65% | 1.53% |
| 2020 | 0.92% | 1.11% |
| 2019 | 1.16% | 1.44% |
| 2018 | 1.60% | 1.58% |
| 2017 | 1.37% | 1.20% |
| 2016 | 1.74% | 1.22% |
| 2015 | 1.79% | 1.49% |
| 2014 | 1.75% | 1.23% |
| 2013 | 1.70% | 1.00% |
| 2012 | 1.74% | 1.66% |
| 2011 | 1.51% | 1.02% |
| 2010 | 1.28% | 1.08% |
| 2009 | 1.37% | 0.98% |
| 2008 | 1.46% | 1.50% |
| 2007 | 0.72% | 1.07% |
| 2006 | 1.16% | 0.77% |
| 2005 | 0.71% | 0.87% |
| 2004 | 1.98% | 0.73% |
| 2003 | 0.69% | 0.61% |
| 2002 | 0.28% | 0.65% |
| 2001 | 0.00% | 0.51% |
| 2000 | 0.00% | 1.24% |
| 1999 | 0.00% | 0.00% |
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