BCTK vs. XLKI
BCTK (Baron Technology ETF) and XLKI (State Street Technology Select Sector SPDR Premium Income ETF) are both Technology Equities funds. Both are actively managed. Their correlation of 0.91 means they have usually moved in the same direction. BCTK charges 0.75%/yr vs 0.35%/yr for XLKI.
Performance
BCTK vs. XLKI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BCTK achieves a 12.33% return, which is significantly higher than XLKI's 10.67% return.
BCTK
- 1D
- 1.16%
- 1M
- -7.64%
- 6M
- 13.55%
- YTD
- 12.33%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
XLKI
- 1D
- 0.01%
- 1M
- -1.06%
- 6M
- 9.29%
- YTD
- 10.67%
- 1Y
- 24.59%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 21.71%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $575.68K | $431.57K | $642.86K | |
| $514.98K | $430.22K | $356.64K |
BCTK vs. XLKI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCTK Baron Technology ETF | 12.33% | 0.84% |
XLKI State Street Technology Select Sector SPDR Premium Income ETF | 10.67% | 0.10% |
Correlation
The correlation between BCTK and XLKI is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 15, 2025 | 0.91 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BCTK vs. XLKI — Risk / Return Rank
BCTK
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XLKI
BCTK vs. XLKI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Technology ETF (BCTK) 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.
| BCTK | XLKI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.22 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.02 | — |
| Martin ratioReturn relative to average drawdown | — | 7.10 | — |
Loading charts...
Drawdowns
BCTK vs. XLKI - Drawdown Comparison
The maximum BCTK drawdown since its inception was -18.63%, which is greater than XLKI's maximum drawdown of -11.21%. Use the drawdown chart below to compare losses from any high point for BCTK and XLKI.
Loading charts...
Drawdown Indicators
| BCTK | XLKI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.63% | -11.21% | -7.42% |
Max Drawdown (1Y)Largest decline over 1 year | — | -11.21% | — |
Current DrawdownCurrent decline from peak | -13.13% | -6.73% | -6.40% |
Average DrawdownAverage peak-to-trough decline | -4.08% | -2.16% | -1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.18% | — |
Volatility
BCTK vs. XLKI - Volatility Comparison
Loading charts...
Volatility by Period
| BCTK | XLKI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 8.68% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 17.55% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 31.80% | 19.96% | +11.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.80% | 19.92% | +11.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.80% | 19.92% | +11.88% |
BCTK vs. XLKI - Expense Ratio Comparison
BCTK has a 0.75% expense ratio, which is higher than XLKI's 0.35% expense ratio.
Dividends
BCTK vs. XLKI - Dividend Comparison
BCTK has not paid dividends to shareholders, while XLKI's dividend yield for the trailing twelve months is around 17.91%.
| Position | TTM | 2025 |
|---|---|---|
BCTK Baron Technology ETF | 0.00% | 0.00% |
XLKI State Street Technology Select Sector SPDR Premium Income ETF | 17.91% | 8.52% |
Frequently Asked Questions
With a correlation of 0.91, BCTK and XLKI move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, XLKI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLKI is cheaper with a 0.35% expense ratio, compared with 0.75% for BCTK.
XLKI has the higher dividend yield at 17.91%, compared with 0.00% for BCTK.
They also come from different issuers: Baron Capital and State Street. Their fees differ too: 0.75% for BCTK and 0.35% for XLKI.
Find the right allocation for BCTK and XLKI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer