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IWFH vs. XLKI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IWFH vs. XLKI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Virtual Work and Life Multisector ETF (IWFH) and State Street Technology Select Sector SPDR Premium Income ETF (XLKI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IWFH

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

XLKI

1D
-1.19%
1M
-3.76%
YTD
12.02%
6M
11.27%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IWFH vs. XLKI - Yearly Performance Comparison


IWFH vs. XLKI - Sectors Allocation Comparison


Sectors
IWFH
XLKI

Technology

43.2%
99.0%

Communication Services

31.6%
1.0%

Consumer Cyclical

9.9%

-

Healthcare

9.1%

-

Consumer Defensive

6.3%

-

Basic Materials

-

-

Energy

-

-

Financial Services

-

106.8%

Industrials

-

-

Real Estate

-

-

Utilities

-

-

Technology

IWFH
43.2%
XLKI
99.0%

Communication Services

IWFH
31.6%
XLKI
1.0%

Consumer Cyclical

IWFH
9.9%
XLKI

-

Healthcare

IWFH
9.1%
XLKI

-

Consumer Defensive

IWFH
6.3%
XLKI

-

Basic Materials

IWFH

-

XLKI

-

Energy

IWFH

-

XLKI

-

Financial Services

IWFH

-

XLKI
106.8%

Industrials

IWFH

-

XLKI

-

Real Estate

IWFH

-

XLKI

-

Utilities

IWFH

-

XLKI

-

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Return for Risk

IWFH vs. XLKI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Virtual Work and Life Multisector ETF (IWFH) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IWFH vs. XLKI - Sharpe Ratio Comparison


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Drawdowns

IWFH vs. XLKI - Drawdown Comparison


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Drawdown Indicators


IWFHXLKIDifference

Max Drawdown

Largest peak-to-trough decline

-10.24%

Current Drawdown

Current decline from peak

-5.59%

Average Drawdown

Average peak-to-trough decline

-1.81%

Volatility

IWFH vs. XLKI - Volatility Comparison


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Volatility by Period


IWFHXLKIDifference

Volatility (1Y)

Calculated over the trailing 1-year period

18.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.44%

IWFH vs. XLKI - Expense Ratio Comparison

IWFH has a 0.47% expense ratio, which is higher than XLKI's 0.35% expense ratio.


Dividends

IWFH vs. XLKI - Dividend Comparison

IWFH has not paid dividends to shareholders, while XLKI's dividend yield for the trailing twelve months is around 14.93%.


PositionTTM202520242023202220212020
IWFH
iShares Virtual Work and Life Multisector ETF
0.00%0.00%0.05%1.83%0.31%0.00%0.18%
XLKI
State Street Technology Select Sector SPDR Premium Income ETF
14.93%8.52%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


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 0.47% for IWFH.

XLKI has the higher dividend yield at 14.93%, compared with 0.00% for IWFH.

They also come from different issuers: iShares and State Street. Their fees differ too: 0.47% for IWFH and 0.35% for XLKI.

Portfolio Optimizer

Find the right allocation for IWFH 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.

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