XLK vs. FSPTX
Compare and contrast key facts about State Street Technology Select Sector SPDR ETF (XLK) and Fidelity Select Technology Portfolio (FSPTX).
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. FSPTX is managed by Fidelity. It was launched on Jul 13, 1981.
Performance
XLK vs. FSPTX - Performance Comparison
Loading graphics...
XLK vs. FSPTX - 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% |
FSPTX Fidelity Select Technology Portfolio | -2.53% | 23.37% | 41.76% | 59.83% | -36.91% | 21.99% | 63.95% | 51.08% | -9.03% | 49.75% |
Returns By Period
In the year-to-date period, XLK achieves a -5.43% return, which is significantly lower than FSPTX's -2.53% return. Over the past 10 years, XLK has underperformed FSPTX with an annualized return of 21.15%, while FSPTX has yielded a comparatively higher 23.03% 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%
FSPTX
- 1D
- 1.53%
- 1M
- -0.05%
- YTD
- -2.53%
- 6M
- -2.34%
- 1Y
- 37.42%
- 3Y*
- 29.43%
- 5Y*
- 14.95%
- 10Y*
- 23.03%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
XLK vs. FSPTX - Expense Ratio Comparison
XLK has a 0.08% expense ratio, which is lower than FSPTX's 0.67% expense ratio.
Return for Risk
XLK vs. FSPTX — Risk / Return Rank
XLK
FSPTX
XLK vs. FSPTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Technology Select Sector SPDR ETF (XLK) and Fidelity Select Technology Portfolio (FSPTX). 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 | FSPTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.32 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.96 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.27 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 2.60 | -0.62 |
Martin ratioReturn relative to average drawdown | 6.27 | 8.88 | -2.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| XLK | FSPTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.32 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.55 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.89 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.53 | -0.17 |
Correlation
The correlation between XLK and FSPTX is 0.93, 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. FSPTX - Dividend Comparison
XLK's dividend yield for the trailing twelve months is around 0.56%, less than FSPTX's 9.30% 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% |
FSPTX Fidelity Select Technology Portfolio | 9.30% | 9.06% | 9.42% | 0.01% | 3.95% | 11.62% | 18.86% | 1.86% | 23.77% | 8.32% | 1.54% | 4.19% |
Drawdowns
XLK vs. FSPTX - Drawdown Comparison
The maximum XLK drawdown since its inception was -82.05%, roughly equal to the maximum FSPTX drawdown of -84.37%. Use the drawdown chart below to compare losses from any high point for XLK and FSPTX.
Loading graphics...
Drawdown Indicators
| XLK | FSPTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.05% | -84.37% | +2.32% |
Max Drawdown (1Y)Largest decline over 1 year | -15.92% | -13.71% | -2.21% |
Max Drawdown (5Y)Largest decline over 5 years | -33.56% | -42.16% | +8.60% |
Max Drawdown (10Y)Largest decline over 10 years | -33.56% | -42.16% | +8.60% |
Current DrawdownCurrent decline from peak | -10.32% | -8.02% | -2.30% |
Average DrawdownAverage peak-to-trough decline | -35.16% | -27.12% | -8.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.03% | 4.53% | +0.50% |
Volatility
XLK vs. FSPTX - Volatility Comparison
The current volatility for State Street Technology Select Sector SPDR ETF (XLK) is 7.96%, while Fidelity Select Technology Portfolio (FSPTX) has a volatility of 8.38%. This indicates that XLK experiences smaller price fluctuations and is considered to be less risky than FSPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| XLK | FSPTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.96% | 8.38% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 16.48% | 17.27% | -0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.05% | 29.42% | -2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.71% | 27.26% | -2.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.33% | 25.85% | -1.52% |