Compare · 3 funds side by side · dividends reinvested

XLK, IXN and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,021IXN · best of the three

02 / 04

XLK, IXN and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Tech ETFSectors · Technology0.37%0.82%+26.9%+21.7%+33.7%+18.1%−16.1%29.2%$8.8B1.9

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.47%+23.0%+18.0%+30.7%+18.1%−15.9%27.3%$115B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: XLK 1998 · IXN 2001 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Technology Select Sector SPDR ETF · $115B$22,983

XLK

IXN

iShares Global Tech ETF · $8.8B$23,021

$10,000 five years ago, dividends reinvested · they hold 77.0% in common

XLKMeasureIXN

+23.0%Year to dateJan 1 → Nov 3+26.9%

+18.0%1 yearTotal return+21.7%

+30.7%3 years · per year$10,000 became $22,326 · $23,901+33.7%

+18.1%5 years · per year$10,000 became $22,983 · $23,021+18.1%

0.08%Expense ratio$8 · $37 a year on $10k · lower is better0.37%

0.47%Trailing 12-mo yield$47 · $82 a year on $10k0.82%

−15.9%Worst dropSmaller is better−16.1%

27.3%VolatilityLower is calmer29.2%

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

3–4IXN wins

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

More Ways to See the Pairs

XLK vs IXN: Top 5 Holdings

Today

XLK

50.8%in top 5

IXN

in top 545.4%

XLKStockIXN

15.0%NVDA13.1%

14.8%AAPL13.3%

11.4%MSFT10.3%

4.9%AMDnot top 5

4.8%AVGO4.1%

not top 52330.TW4.6%

Held in common77.0%

End-of-day Nov 3, 2026 · share of each fund

XLK vs IXN Returns, Every Period

SPDRXLK

+18.1%

5 years, per year

IXNiShares

+18.1%

5 years, per year

XLKIXNFaded: behind in that period

0–3IXN wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

XLK vs XLF

YTD

SPDRXLK

+23.0%

XLFSPDR

+5.7%

+23.0%Year to date+5.7%

−15.9%Worst drop · 1Y−14.8%

27.3%Volatility · 1Y14.6%

0.5%Yield1.4%

$115BAssets$54.2B

3–1XLF wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLK, IXN, XLF

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

XLF0.08%$8

IXN0.37%$37

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XLK, IXN, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

IXN0.82%$82

XLK0.47%$47

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

IXN$82 − $37 = $45

XLK$47 − $8 = $39

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XLK, IXN, XLF

Today

77.0%most shared, XLK and IXN

XLKIXNXLF

XLK—77.0%0.0%

IXN77.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.7%IXN, at 29.2% volatility

XLFWorst drop−14.8%14.6% vol

XLKWorst drop−15.9%27.3% vol

IXNWorst drop−16.1%29.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XLFIXN

+5.7%Year to date+26.9%

1.4%Yield0.8%

+10.9%Past year+21.7%

0.08%Fee0.37%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+22.8%

+23.0%Year to date+22.8%

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

$115BAssets$155B

2–0XLK wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026