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XLK vs SGOV

Comparison between THE TECHNOLOGY SELECT SECTOR SPDR FUND (XLK, ETF) and ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV, ETF).

5-Year PerformanceXLK has outperformed SGOV, delivering a return of +21.3% compared to +3.5%

XLK vs SGOV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
XLK
$84B
SGOV
$84B
Expense Ratio
Winner
XLK
0.08%
SGOV
0.09%
Max Drawdown
XLK
82.05%
Winner
SGOV
0.68%
Sharpe Ratio
Winner
XLK
2.30
SGOV
1.82
5Y Beta
XLK
1.42
Winner
SGOV
-0.00
P/E Ratio
XLK
37.17
SGOV
N/A
Forward P/E
XLK
22.34
SGOV
N/A
PEG Ratio
XLK
0.53
SGOV
N/A
5Y Dividends CAGR
XLK
5.31%
Winner
SGOV
142.08%
5Y EPS CAGR
XLK
34.25%
SGOV
N/A
Debt to Equity
XLK
43.45%
SGOV
N/A
P/S Ratio
XLK
7.28
SGOV
N/A
P/B Ratio
XLK
9.09
SGOV
N/A

XLK vs SGOV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XLK
+23.88%
SGOV
+0.33%
3M
Winner
XLK
+22.59%
SGOV
+0.89%
6M
Winner
XLK
+22.15%
SGOV
+1.84%
1Y
Winner
XLK
+62.03%
SGOV
+4.02%
5Y(CAGR)
Winner
XLK
+21.26%
SGOV
+3.49%
10Y(CAGR)
XLK
+24.95%
SGOV
N/A
Max(CAGR)
Winner
XLK
+9.53%
SGOV
+2.94%

XLK vs SGOV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXLKSGOV
2026+21.78%+1.24%
2025+24.89%+4.22%
2024+24.90%+5.25%
2023+57.51%+5.10%
2022-28.41%+1.58%
2021+36.98%+0.04%
2020+40.97%+0.05%
2019+49.76%N/A
2018-2.86%N/A
2017+33.07%N/A
2016+16.54%N/A
2015+5.69%N/A
2014+19.01%N/A
2013+22.18%N/A
2012+13.69%N/A
2011+1.48%N/A
2010+9.77%N/A
2009+45.83%N/A
2008-40.31%N/A
2007+15.10%N/A
2006+10.55%N/A
2005+0.54%N/A
2004+5.13%N/A
2003+31.57%N/A
2002-39.68%N/A
2001-18.64%N/A
2000-43.52%N/A
1999+26.96%N/A

XLK vs SGOV Drawdown Comparison

The maximum drawdown for XLK was -82.05%, occurring on Oct 9, 2002. Recovery took 4255 trading sessions.

The maximum drawdown for SGOV was -0.03%, occurring on Aug 23, 2022. Recovery took 3 trading sessions.

RankXLKSGOV
#1-82.05%
Mar 27, 2000 - Feb 24, 2017
-0.03%
Aug 22, 2022 - Aug 25, 2022
#2-33.56%
Dec 27, 2021 - Jun 15, 2023
-0.02%
Aug 27, 2020 - Oct 5, 2020
#3-31.15%
Feb 19, 2020 - Jun 9, 2020
-0.02%
Nov 2, 2021 - Dec 16, 2021
#4-25.66%
Feb 19, 2025 - Jun 12, 2025
-0.02%
Mar 1, 2021 - Apr 6, 2021
#5-23.77%
Oct 3, 2018 - Apr 3, 2019
-0.02%
Aug 4, 2021 - Sep 7, 2021
#6-16.97%
Jul 10, 2024 - Nov 7, 2024
-0.02%
Oct 21, 2021 - Nov 2, 2021
#7-15.93%
Oct 29, 2025 - Apr 16, 2026
-0.02%
Jul 7, 2022 - Jul 14, 2022
#8-12.70%
Sep 2, 2020 - Dec 8, 2020
-0.02%
Jun 21, 2022 - Jun 29, 2022
#9-11.72%
Jan 3, 2000 - Feb 10, 2000
-0.02%
Jul 27, 2022 - Aug 1, 2022
#10-10.94%
Jul 18, 2023 - Nov 14, 2023
-0.02%
Oct 11, 2022 - Oct 13, 2022
#11-10.46%
Apr 24, 2019 - Jun 20, 2019
-0.02%
Mar 24, 2023 - Mar 28, 2023
#12-10.38%
Jan 26, 2018 - Feb 26, 2018
-0.02%
Dec 23, 2021 - Feb 16, 2022
#13-9.43%
Mar 12, 2018 - Jun 1, 2018
-0.02%
Aug 19, 2020 - Aug 27, 2020
#14-9.21%
Feb 12, 2021 - Apr 7, 2021
-0.01%
Jun 2, 2022 - Jun 16, 2022
#15-8.61%
Mar 12, 2024 - May 15, 2024
-0.01%
Jun 8, 2021 - Jun 25, 2021

Correlation

Correlation between XLK and SGOV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

XLK vs SGOV dividend yield comparison.

YearXLKSGOV
20260.10%1.17%
20250.54%4.10%
20240.66%5.10%
20230.76%4.87%
20221.04%1.45%
20210.65%0.03%
20200.92%0.05%
20191.16%0.00%
20181.60%0.00%
20171.37%0.00%
20161.74%0.00%
20151.79%0.00%
20141.75%0.00%
20131.70%0.00%
20121.74%0.00%
20111.51%0.00%
20101.28%0.00%
20091.37%0.00%
20081.46%0.00%
20070.72%0.00%
20061.16%0.00%
20050.71%0.00%
20041.98%0.00%
20030.69%0.00%
20020.28%0.00%
19990.00%0.00%

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