XLK vs. BST
Compare and contrast key facts about State Street Technology Select Sector SPDR ETF (XLK) and BlackRock Science and Technology Trust (BST).
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
XLK vs. BST - Performance Comparison
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XLK vs. BST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XLK State Street Technology Select Sector SPDR ETF | -5.43% | 24.61% | 21.63% | 56.02% | -27.73% | 34.74% | 43.62% | 49.86% | -1.68% | 34.26% |
BST BlackRock Science and Technology Trust | -6.50% | 23.65% | 17.96% | 30.07% | -38.28% | -0.35% | 69.27% | 34.57% | 8.84% | 57.43% |
Returns By Period
In the year-to-date period, XLK achieves a -5.43% return, which is significantly higher than BST's -6.50% return. Over the past 10 years, XLK has outperformed BST with an annualized return of 21.15%, while BST has yielded a comparatively lower 17.15% annualized return.
XLK
- 1D
- 0.80%
- 1M
- -0.98%
- YTD
- -5.43%
- 6M
- -4.69%
- 1Y
- 30.55%
- 3Y*
- 22.58%
- 5Y*
- 15.84%
- 10Y*
- 21.15%
BST
- 1D
- -0.40%
- 1M
- -5.19%
- YTD
- -6.50%
- 6M
- -4.54%
- 1Y
- 22.24%
- 3Y*
- 15.27%
- 5Y*
- 0.75%
- 10Y*
- 17.15%
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Return for Risk
XLK vs. BST — Risk / Return Rank
XLK
BST
XLK vs. BST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Technology Select Sector SPDR ETF (XLK) and BlackRock Science and Technology Trust (BST). 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.
| XLK | BST | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.01 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.52 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.54 | +0.44 |
Martin ratioReturn relative to average drawdown | 6.27 | 4.93 | +1.34 |
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
| XLK | BST | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.01 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.03 | +0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.67 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.56 | -0.19 |
Correlation
The correlation between XLK and BST is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
XLK vs. BST - Dividend Comparison
XLK's dividend yield for the trailing twelve months is around 0.56%, less than BST's 11.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLK State Street Technology Select Sector SPDR ETF | 0.56% | 0.54% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% |
BST BlackRock Science and Technology Trust | 11.29% | 10.36% | 8.21% | 8.91% | 10.57% | 5.38% | 3.85% | 10.52% | 6.41% | 4.80% | 6.69% | 6.93% |
Drawdowns
XLK vs. BST - Drawdown Comparison
The maximum XLK drawdown since its inception was -82.05%, which is greater than BST's maximum drawdown of -47.72%. Use the drawdown chart below to compare losses from any high point for XLK and BST.
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Drawdown Indicators
| XLK | BST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.05% | -47.72% | -34.33% |
Max Drawdown (1Y)Largest decline over 1 year | -15.92% | -15.31% | -0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -33.56% | -47.72% | +14.16% |
Max Drawdown (10Y)Largest decline over 10 years | -33.56% | -47.72% | +14.16% |
Current DrawdownCurrent decline from peak | -10.32% | -10.30% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -35.16% | -13.14% | -22.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.03% | 4.78% | +0.25% |
Volatility
XLK vs. BST - Volatility Comparison
State Street Technology Select Sector SPDR ETF (XLK) and BlackRock Science and Technology Trust (BST) have volatilities of 7.96% and 7.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XLK | BST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.96% | 7.79% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 16.48% | 13.92% | +2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.05% | 22.09% | +4.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.71% | 23.46% | +1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.33% | 25.60% | -1.27% |