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