Compare · 2 funds side by side · dividends reinvested

USMD and XLK

USMDCoreValues Alpha×XLKSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$23,003XLK · best of the two

02 / 03

USMD and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.47%+23.0%+17.5%+30.2%+18.1%−15.9%27.3%$115B1.0

CoreValues America First Technology ETFSectors · Technology0.87%0.00%[…][…][…][…][…][…]$290K2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: USMD 2026 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

CoreValues America First Technology ETF · $290K[…]

USMD

XLK

State Street Technology Select Sector SPDR ETF · $115B$23,003

$10,000 five years ago, dividends reinvested · they hold 41.4% in common

USMDMeasureXLK

[…]Year to dateJan 1 → Nov 4+23.0%

[…]1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $22,087+30.2%

[…]5 years · per year$10,000 became […] · $23,003+18.1%

0.87%Expense ratio$87 · $8 a year on $10k · lower is better0.08%

0.00%Trailing 12-mo yield$0 · $47 a year on $10k0.47%

[…]Worst dropSmaller is better−15.9%

[…]VolatilityLower is calmer27.3%

USMDXLK Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2XLK wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USMD vs XLK: Top 5 Holdings

Today

USMD

27.6%in top 5

XLK

in top 551.7%

USMDStockXLK

not top 5NVDA15.5%

not top 5AAPL15.0%

5.6%MSFT12.0%

6.6%TSLAnot top 5

5.8%PLTRnot top 5

4.9%AMZNnot top 5

not top 5AVGO4.9%

4.7%AMD4.4%

Held in common41.4%

End-of-day Nov 4, 2026 · share of each fund

USMD vs XLK Returns, Every Period

CoreValues AlphaUSMD

[…]

past year

XLKSPDR

+17.5%

past year

Returns […]

USMDXLKFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

USMD vs XLK

YTD

CoreValues AlphaUSMD

[…]

XLKSPDR

+23.0%

[…]Year to date+23.0%

[…]Worst drop · 1Y−15.9%

[…]Volatility · 1Y27.3%

0.0%Yield0.5%

$290KAssets$115B

1–0XLK wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USMD, XLK

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

USMD0.87%$87

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: USMD, XLK

0.47%highest, XLK

FundTrailing yieldYield$10k

XLK0.47%$47

USMD0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$39most kept, XLK

XLK$47 − $8 = $39

USMD$0 − $87 = −$87

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: USMD, XLK

Today

41.4%most shared, USMD and XLK

USMDXLK

USMD—41.4%

XLK41.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.5%XLK, at 27.3% volatility

XLKWorst drop−15.9%27.3% vol

USMDWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$115BAssets$155B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026