XLK vs IWF
Comparison between STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK, ETF) and ISHARES RUSSELL 1000 GROWTH ETF (IWF, ETF).
5-Year PerformanceXLK has outperformed IWF, delivering a return of +19.6% compared to +12.3%
XLK vs IWF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLK
$115B
Winner
IWF
$121B
Expense Ratio
Winner
XLK
0.08%
IWF
0.18%
Max Drawdown
XLK
82.05%
Winner
IWF
66.83%
Sharpe Ratio
Winner
XLK
1.33
IWF
0.50
5Y Beta
XLK
1.45
Winner
IWF
1.21
P/E Ratio
XLK
37.61
Winner
IWF
33.57
Forward P/E
Winner
XLK
22.53
IWF
22.59
PEG Ratio
XLK
0.34
IWF
N/A
5Y Dividends CAGR
Winner
XLK
7.89%
IWF
3.03%
5Y EPS CAGR
XLK
34.89%
Winner
IWF
41.40%
Debt to Equity
Winner
XLK
70.32%
IWF
73.30%
P/S Ratio
Winner
XLK
7.44
IWF
7.83
P/B Ratio
Winner
XLK
9.64
IWF
12.92
XLK vs IWF - Holdings Comparison
XLK and IWF have 33 common holdings. Overlap is 43.69%
XLK's top 25 holdings weight is 83.04%. IWF's top 25 holdings weight is 70.33%.
| Rank | XLK | IWF |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.40% | NVIDIA CORP (NVDA) - 15.46% |
| #2 | APPLE INC (AAPL) - 11.78% | APPLE INC (AAPL) - 7.00% |
| #3 | MICROSOFT CORP (MSFT) - 9.71% | ALPHABET INC CLASS A (GOOGL) - 5.92% |
| #4 | BROADCOM INC (AVGO) - 5.23% | BROADCOM INC (AVGO) - 5.73% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 3.98% | MICROSOFT CORP (MSFT) - 5.41% |
| #6 | MICRON TECHNOLOGY INC (MU) - 3.76% | ALPHABET INC CLASS C (GOOG) - 4.82% |
| #7 | CISCO SYSTEMS INC (CSCO) - 3.17% | META PLATFORMS INC CLASS A (META) - 3.08% |
| #8 | INTEL CORP (INTC) - 3.09% | MICRON TECHNOLOGY INC (MU) - 3.04% |
| #9 | APPLIED MATERIALS INC (AMAT) - 2.82% | ELI LILLY AND CO (LLY) - 2.88% |
| #10 | LAM RESEARCH CORP (LRCX) - 2.64% | TESLA INC (TSLA) - 2.83% |
| #11 | n/a (PLTR) - 2.54% | ADVANCED MICRO DEVICES INC (AMD) - 2.32% |
| #12 | PALO ALTO NETWORKS INC (PANW) - 2.03% | VISA INC CLASS A (V) - 1.76% |
| #13 | KLA CORP (KLAC) - 1.76% | MASTERCARD INC CLASS A (MA) - 1.34% |
| #14 | ORACLE CORP (ORCL) - 1.69% | APPLIED MATERIALS INC (AMAT) - 1.29% |
| #15 | TEXAS INSTRUMENTS INC (TXN) - 1.63% | LAM RESEARCH CORP (LRCX) - 1.21% |
| #16 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.46% | CATERPILLAR INC (CAT) - 1.15% |
| #17 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.44% | GE AEROSPACE (GE) - 1.12% |
| #18 | ARISTA NETWORKS INC (ANET) - 1.41% | n/a (PLTR) - 1.12% |
| #19 | AMPHENOL CORP CLASS A (APH) - 1.35% | NETFLIX INC (NFLX) - 0.92% |
| #20 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.29% | PALO ALTO NETWORKS INC (PANW) - 0.92% |
| #21 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.28% | n/a (SPCX) - 0.21% |
| #22 | MARVELL TECHNOLOGY INC (MRVL) - 1.23% | ROSS STORES INC (ROST) - 0.20% |
| #23 | ANALOG DEVICES INC (ADI) - 1.22% | STARBUCKS CORP (SBUX) - 0.20% |
| #24 | QUALCOMM INC (QCOM) - 1.11% | LUMENTUM HOLDINGS INC (LITE) - 0.20% |
| #25 | SALESFORCE INC (CRM) - 1.02% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.20% |
| Total Holdings | 76 | 329 |
XLK vs IWF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLK
+1.40%
IWF
+0.87%
3M
Winner
XLK
+2.76%
IWF
-1.75%
6M
Winner
XLK
+30.43%
IWF
+8.05%
1Y
Winner
XLK
+42.34%
IWF
+12.07%
5Y(CAGR)
Winner
XLK
+19.56%
IWF
+12.25%
10Y(CAGR)
Winner
XLK
+24.11%
IWF
+17.59%
Max(CAGR)
Winner
XLK
+9.60%
IWF
+8.35%
XLK vs IWF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLK | IWF |
|---|---|---|
| 2026 | +27.34% | +3.95% |
| 2025 | +24.89% | +18.60% |
| 2024 | +24.90% | +35.13% |
| 2023 | +57.51% | +43.68% |
| 2022 | -28.41% | -29.81% |
| 2021 | +36.98% | +29.26% |
| 2020 | +40.97% | +36.37% |
| 2019 | +49.76% | +35.96% |
| 2018 | -2.86% | -2.59% |
| 2017 | +33.07% | +28.98% |
| 2016 | +16.54% | +8.87% |
| 2015 | +5.69% | +5.60% |
| 2014 | +19.01% | +13.77% |
| 2013 | +22.18% | +29.76% |
| 2012 | +13.69% | +13.57% |
| 2011 | +1.48% | +1.37% |
| 2010 | +9.77% | +15.02% |
| 2009 | +45.83% | +32.66% |
| 2008 | -40.31% | -37.54% |
| 2007 | +15.10% | +11.18% |
| 2006 | +10.55% | +7.07% |
| 2005 | +0.54% | +5.74% |
| 2004 | +5.13% | +6.73% |
| 2003 | +31.57% | +25.08% |
| 2002 | -39.68% | -28.80% |
| 2001 | -18.64% | -16.14% |
| 2000 | -43.52% | -17.06% |
| 1999 | +26.96% | N/A |
XLK vs IWF Drawdown Comparison
The maximum drawdown for XLK was -82.05%, occurring on Oct 9, 2002. Recovery took 4255 trading sessions.
The maximum drawdown for IWF was -64.25%, occurring on Mar 9, 2009. Recovery took 3313 trading sessions.
The current XLK drawdown is -7.41%. The current IWF drawdown is -4.87%.
| Rank | XLK | IWF |
|---|---|---|
| #1 | -82.05% Mar 27, 2000 - Feb 24, 2017 | -64.25% Jul 17, 2000 - Sep 18, 2013 |
| #2 | -33.56% Dec 27, 2021 - Jun 15, 2023 | -32.72% Dec 27, 2021 - Jan 10, 2024 |
| #3 | -31.15% Feb 19, 2020 - Jun 9, 2020 | -31.55% Feb 19, 2020 - Jun 8, 2020 |
| #4 | -25.66% Feb 19, 2025 - Jun 12, 2025 | -23.36% Dec 16, 2024 - Jun 26, 2025 |
| #5 | -23.77% Oct 3, 2018 - Apr 3, 2019 | -21.90% Oct 1, 2018 - Apr 12, 2019 |
| #6 | -16.97% Jul 10, 2024 - Nov 7, 2024 | -16.27% Oct 29, 2025 - May 7, 2026 |
| #7 | -15.93% Oct 29, 2025 - Apr 16, 2026 | -13.84% Jul 20, 2015 - Jul 8, 2016 |
| #8 | -15.86% Jun 2, 2026 - Jul 29, 2026 | -13.26% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -12.70% Sep 2, 2020 - Dec 8, 2020 | -11.36% Jun 1, 2026 - Jul 29, 2026 |
| #10 | -11.72% Jan 3, 2000 - Feb 10, 2000 | -11.31% Sep 2, 2020 - Dec 1, 2020 |
| #11 | -10.94% Jul 18, 2023 - Nov 14, 2023 | -9.88% Jan 26, 2018 - Jun 5, 2018 |
| #12 | -10.46% Apr 24, 2019 - Jun 20, 2019 | -9.68% Feb 12, 2021 - Apr 8, 2021 |
| #13 | -10.38% Jan 26, 2018 - Feb 26, 2018 | -7.88% Apr 29, 2019 - Jun 20, 2019 |
| #14 | -9.43% Mar 12, 2018 - Jun 1, 2018 | -7.26% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -9.21% Feb 12, 2021 - Apr 7, 2021 | -7.26% Sep 3, 2021 - Oct 25, 2021 |
Correlation
Correlation between XLK and IWF is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
XLK vs IWF dividend yield comparison.
| Year | XLK | IWF |
|---|---|---|
| 2026 | 0.22% | 0.17% |
| 2025 | 0.54% | 0.36% |
| 2024 | 0.66% | 0.46% |
| 2023 | 0.76% | 0.67% |
| 2022 | 1.04% | 0.91% |
| 2021 | 0.65% | 0.50% |
| 2020 | 0.92% | 0.66% |
| 2019 | 1.16% | 0.99% |
| 2018 | 1.60% | 1.27% |
| 2017 | 1.37% | 1.10% |
| 2016 | 1.74% | 1.43% |
| 2015 | 1.79% | 1.37% |
| 2014 | 1.75% | 1.33% |
| 2013 | 1.70% | 1.29% |
| 2012 | 1.74% | 1.65% |
| 2011 | 1.51% | 1.39% |
| 2010 | 1.28% | 1.27% |
| 2009 | 1.37% | 1.39% |
| 2008 | 1.46% | 1.66% |
| 2007 | 0.72% | 0.92% |
| 2006 | 1.16% | 0.93% |
| 2005 | 0.71% | 0.89% |
| 2004 | 1.98% | 1.04% |
| 2003 | 0.69% | 0.79% |
| 2002 | 0.28% | 0.81% |
| 2001 | 0.00% | 0.41% |
| 2000 | 0.00% | 0.32% |
| 1999 | 0.00% | 0.00% |
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