AIO vs. XLK
Compare and contrast key facts about Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) and Technology Select Sector SPDR Fund (XLK).
AIO is managed by Virtus. It was launched on Oct 29, 2019. XLK is a passively managed fund by State Street that tracks the performance of the Technology Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIO or XLK.
Correlation
The correlation between AIO and XLK is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
AIO vs. XLK - Performance Comparison
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Key characteristics
AIO:
14.91%
XLK:
30.04%
AIO:
-1.49%
XLK:
-82.05%
AIO:
0.00%
XLK:
-9.99%
Returns By Period
AIO
N/A
N/A
N/A
N/A
N/A
N/A
XLK
-6.25%
9.71%
-7.94%
6.60%
19.50%
18.99%
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AIO vs. XLK - Expense Ratio Comparison
AIO has a 1.41% expense ratio, which is higher than XLK's 0.13% expense ratio.
Risk-Adjusted Performance
AIO vs. XLK — Risk-Adjusted Performance Rank
AIO
XLK
AIO vs. XLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) and Technology Select Sector SPDR Fund (XLK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
AIO vs. XLK - Dividend Comparison
AIO's dividend yield for the trailing twelve months is around 0.69%, less than XLK's 0.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | 0.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLK Technology Select Sector SPDR Fund | 0.72% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% |
Drawdowns
AIO vs. XLK - Drawdown Comparison
The maximum AIO drawdown since its inception was -1.49%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for AIO and XLK. For additional features, visit the drawdowns tool.
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Volatility
AIO vs. XLK - Volatility Comparison
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