AOTG vs. XLKI

Last updated Aug 5, 2026

AOTG (AOT Growth and Innovation ETF) and XLKI (State Street Technology Select Sector SPDR Premium Income ETF) are both Technology Equities funds. Both are actively managed. Over the past year, AOTG returned 24.68% vs 28.81% for XLKI. Their correlation of 0.87 means they have usually moved in the same direction. AOTG charges 0.75%/yr vs 0.35%/yr for XLKI.

Performance

AOTG vs. XLKI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AOT Growth and Innovation ETF (AOTG) and State Street Technology Select Sector SPDR Premium Income ETF (XLKI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AOTG achieves a 15.21% return, which is significantly lower than XLKI's 16.47% return.

AOTG

• 1D: 3.35%
• 1M: 2.27%
• 6M: 23.21%
• YTD: 15.21%
• 1Y: 24.68%
• 3Y*: 27.25%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 26.50%

XLKI

• 1D: 3.82%
• 1M: 4.14%
• 6M: 15.99%
• YTD: 16.47%
• 1Y: 28.81%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 27.74%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AOTG AOT Growth and Innovation ETF	$300.71K	$255.35K	$340.89K
XLKI State Street Technology Select Sector SPDR Premium Income ETF	$534.51K	$420.37K	$346.02K

AOTG vs. XLKI - Yearly Performance Comparison

	2026 (YTD)	2025
AOTG AOT Growth and Innovation ETF	15.21%	7.50%
XLKI State Street Technology Select Sector SPDR Premium Income ETF	16.47%	10.02%

Correlation

The correlation between AOTG and XLKI is 0.86, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.86
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025	0.87

The correlation between AOTG and XLKI has been stable across timeframes, ranging from 0.86 to 0.87 - a consistent structural relationship.

AOTG vs. XLKI - Sectors Allocation Comparison

Sectors	AOTG	XLKI
Technology	69.1%	99.2%
Communication Services	13.4%	0.8%
Financial Services	10.1%	99.9%
Consumer Cyclical	6.6%	-
Industrials	0.6%	-
Healthcare	0.2%	-
Basic Materials	-	-
Consumer Defensive	-	-
Energy	-	-
Real Estate	-	-
Utilities	-	-

Return for Risk

AOTG vs. XLKI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AOTG

AOTG Risk / Return Rank: 31
AOTG Sharpe Ratio Rank: 32
AOTG Sortino Ratio Rank: 32
AOTG Omega Ratio Rank: 32
AOTG Calmar Ratio Rank: 30
AOTG Martin Ratio Rank: 30

XLKI

XLKI Risk / Return Rank: 57
XLKI Sharpe Ratio Rank: 52
XLKI Sortino Ratio Rank: 49
XLKI Omega Ratio Rank: 53
XLKI Calmar Ratio Rank: 65
XLKI Martin Ratio Rank: 67

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AOTG vs. XLKI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AOT Growth and Innovation ETF (AOTG) and State Street Technology Select Sector SPDR Premium Income ETF (XLKI). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AOTG	XLKI	Difference
Sharpe ratio: Return per unit of total volatility	0.90	1.43	-0.54
Sortino ratio: Return per unit of downside risk	1.35	1.99	-0.65
Omega ratio: Gain probability vs. loss probability	1.17	1.27	-0.10
Calmar ratio: Return relative to maximum drawdown	1.08	2.58	-1.50
Martin ratio: Return relative to average drawdown	2.94	9.03	-6.09

AOTG vs. XLKI - Sharpe Ratio Comparison

The current AOTG Sharpe Ratio is 0.90, which is lower than the XLKI Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of AOTG and XLKI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AOTG vs. XLKI - Drawdown Comparison

The maximum AOTG drawdown since its inception was -31.63%, which is greater than XLKI's maximum drawdown of -11.21%. Use the drawdown chart below to compare losses from any high point for AOTG and XLKI.

Drawdown Indicators

	AOTG	XLKI	Difference
Max Drawdown Largest peak-to-trough decline	-31.63%	-11.21%	-20.42%
Max Drawdown (1Y) Largest decline over 1 year	-22.85%	-11.21%	-11.64%
Max Drawdown (3Y) Largest decline over 3 years	-27.41%	—	—
Current Drawdown Current decline from peak	-3.60%	-1.83%	-1.77%
Average Drawdown Average peak-to-trough decline	-7.83%	-2.17%	-5.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.40%	3.20%	+5.20%

Volatility

AOTG vs. XLKI - Volatility Comparison

AOT Growth and Innovation ETF (AOTG) has a higher volatility of 10.71% compared to State Street Technology Select Sector SPDR Premium Income ETF (XLKI) at 9.12%. This indicates that AOTG's price experiences larger fluctuations and is considered to be riskier than XLKI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AOTG	XLKI	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.71%	9.12%	+1.59%
Volatility (6M) Calculated over the trailing 6-month period	23.50%	17.88%	+5.62%
Volatility (1Y) Calculated over the trailing 1-year period	27.79%	20.25%	+7.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.71%	20.22%	+9.49%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.71%	20.22%	+9.49%

AOTG vs. XLKI - Expense Ratio Comparison

AOTG has a 0.75% expense ratio, which is higher than XLKI's 0.35% expense ratio.

Dividends

AOTG vs. XLKI - Dividend Comparison

AOTG has not paid dividends to shareholders, while XLKI's dividend yield for the trailing twelve months is around 18.96%.

Position	TTM	2025
AOTG AOT Growth and Innovation ETF	0.00%	0.00%
XLKI State Street Technology Select Sector SPDR Premium Income ETF	18.96%	8.52%

Frequently Asked Questions

Can I hold both AOTG and XLKI in my portfolio?

AOTG and XLKI have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AOTG or XLKI?

AOTG has higher volatility (10.71%) compared to XLKI (9.12%). In terms of maximum drawdown, AOTG dropped -31.63% vs XLKI's -11.21%.

Which ETF is better, AOTG or XLKI?

On 1-year performance, XLKI leads with 28.81% vs 24.68% for AOTG. On fees, XLKI is cheaper at 0.35% per year. On volatility, XLKI has been the lower-risk option at 9.12%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AOTG or XLKI?

Over the 1-year period, XLKI has performed better with a 28.81% return vs 24.68%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AOTG or XLKI?

XLKI is cheaper with a 0.35% expense ratio, compared with 0.75% for AOTG.

Which ETF pays a higher dividend yield, AOTG or XLKI?

XLKI has the higher dividend yield at 18.96%, compared with 0.00% for AOTG.

What is the main difference between AOTG and XLKI?

They also come from different issuers: AOT and State Street. Their fees differ too: 0.75% for AOTG and 0.35% for XLKI.

Which has better risk-adjusted returns?

XLKI currently has the higher Sharpe Ratio (1.43 vs 0.90), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.