PW vs. XLK
Compare and contrast key facts about Power REIT (PW) and State Street Technology Select Sector SPDR ETF (XLK).
XLK is a passively managed fund by State Street that tracks the performance of the S&P Technology Select Sector Daily Capped 35/20 Index. It was launched on Dec 16, 1998.
Performance
PW vs. XLK - Performance Comparison
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PW vs. XLK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PW Power REIT | -8.60% | -34.19% | 104.71% | -83.55% | -94.27% | 157.92% | 196.78% | 60.71% | -9.06% | -12.25% |
XLK State Street Technology Select Sector SPDR ETF | -6.18% | 24.61% | 21.63% | 56.02% | -27.73% | 34.74% | 43.62% | 49.86% | -1.68% | 34.26% |
Returns By Period
In the year-to-date period, PW achieves a -8.60% return, which is significantly lower than XLK's -6.18% return. Over the past 10 years, PW has underperformed XLK with an annualized return of -16.13%, while XLK has yielded a comparatively higher 21.00% annualized return.
PW
- 1D
- -5.88%
- 1M
- -11.41%
- YTD
- -8.60%
- 6M
- -20.79%
- 1Y
- -28.57%
- 3Y*
- -40.17%
- 5Y*
- -55.58%
- 10Y*
- -16.13%
XLK
- 1D
- 1.51%
- 1M
- -3.20%
- YTD
- -6.18%
- 6M
- -4.94%
- 1Y
- 30.47%
- 3Y*
- 22.19%
- 5Y*
- 15.65%
- 10Y*
- 21.00%
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Return for Risk
PW vs. XLK — Risk / Return Rank
PW
XLK
PW vs. XLK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Power REIT (PW) and State Street Technology Select Sector SPDR ETF (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.
| PW | XLK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.33 | 1.13 | -1.46 |
Sortino ratioReturn per unit of downside risk | 0.08 | 1.71 | -1.63 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.24 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | -0.45 | 1.97 | -2.42 |
Martin ratioReturn relative to average drawdown | -0.79 | 6.31 | -7.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PW | XLK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.33 | 1.13 | -1.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.47 | 0.64 | -1.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.17 | 0.87 | -1.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.00 | 0.36 | -0.36 |
Correlation
The correlation between PW and XLK is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PW vs. XLK - Dividend Comparison
PW has not paid dividends to shareholders, while XLK's dividend yield for the trailing twelve months is around 0.57%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PW Power REIT | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLK State Street Technology Select Sector SPDR ETF | 0.57% | 0.54% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% |
Drawdowns
PW vs. XLK - Drawdown Comparison
The maximum PW drawdown since its inception was -99.48%, which is greater than XLK's maximum drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for PW and XLK.
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Drawdown Indicators
| PW | XLK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.48% | -82.05% | -17.43% |
Max Drawdown (1Y)Largest decline over 1 year | -63.82% | -15.92% | -47.90% |
Max Drawdown (5Y)Largest decline over 5 years | -99.48% | -33.56% | -65.92% |
Max Drawdown (10Y)Largest decline over 10 years | -99.48% | -33.56% | -65.92% |
Current DrawdownCurrent decline from peak | -99.00% | -11.04% | -87.96% |
Average DrawdownAverage peak-to-trough decline | -24.83% | -35.17% | +10.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 35.96% | 4.98% | +30.98% |
Volatility
PW vs. XLK - Volatility Comparison
Power REIT (PW) has a higher volatility of 21.65% compared to State Street Technology Select Sector SPDR ETF (XLK) at 8.12%. This indicates that PW's price experiences larger fluctuations and is considered to be riskier than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PW | XLK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.65% | 8.12% | +13.53% |
Volatility (6M)Calculated over the trailing 6-month period | 63.99% | 16.49% | +47.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 86.52% | 27.05% | +59.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 117.90% | 24.72% | +93.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 94.63% | 24.33% | +70.30% |