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XLKI vs. NXTG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XLKI vs. NXTG

Last updated Jul 12, 2026
Documentation

XLKI (State Street Technology Select Sector SPDR Premium Income ETF) and NXTG (First Trust IndXX NextG ETF) are both Technology Equities funds. XLKI is actively managed, while NXTG is passively managed. Their correlation of 0.84 suggests significant overlap in exposure. XLKI charges 0.35%/yr vs 0.70%/yr for NXTG.

Performance

XLKI vs. NXTG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Technology Select Sector SPDR Premium Income ETF (XLKI) and First Trust IndXX NextG ETF (NXTG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XLKI achieves a 15.15% return, which is significantly lower than NXTG's 41.88% return.

XLKI

1D
0.28%
1M
1.80%
6M
13.70%
YTD
15.15%
1Y
—
3Y*
—
5Y*
—
10Y*
—

NXTG

1D
0.56%
1M
-2.09%
6M
38.90%
YTD
41.88%
1Y
59.59%
3Y*
30.86%
5Y*
17.09%
10Y*
16.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLKI vs. NXTG - Yearly Performance Comparison

2026 (YTD)2025
XLKI
State Street Technology Select Sector SPDR Premium Income ETF		15.15%10.02%
NXTG
First Trust IndXX NextG ETF		41.88%11.84%

Correlation

The correlation between XLKI and NXTG is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 30, 2025

0.84

XLKI vs. NXTG - Sectors Allocation Comparison

Sectors
XLKI
NXTG

Technology

99.0%
71.2%

Financial Services

98.0%

-

Communication Services

1.0%
18.1%

Basic Materials

-

-

Consumer Cyclical

-

0.4%

Consumer Defensive

-

-

Energy

-

-

Healthcare

-

-

Industrials

-

4.2%

Real Estate

-

6.2%

Utilities

-

-

Technology

XLKI
99.0%
NXTG
71.2%

Financial Services

XLKI
98.0%
NXTG

-

Communication Services

XLKI
1.0%
NXTG
18.1%

Basic Materials

XLKI

-

NXTG

-

Consumer Cyclical

XLKI

-

NXTG
0.4%

Consumer Defensive

XLKI

-

NXTG

-

Energy

XLKI

-

NXTG

-

Healthcare

XLKI

-

NXTG

-

Industrials

XLKI

-

NXTG
4.2%

Real Estate

XLKI

-

NXTG
6.2%

Utilities

XLKI

-

NXTG

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

State Street Technology Select Sector SPDR Premium Income ETF

First Trust IndXX NextG ETF

Often compared with XLKI:
XLKI vs. XLKXLKI vs. RSPTXLKI vs. KQQQXLKI vs. ASMHXLKI vs. QQQXLKI vs. ARMHXLKI vs. MAGS
Often compared with NXTG:
NXTG vs. WUGINXTG vs. ROBTNXTG vs. XLKNXTG vs. VOONXTG vs. IXCNXTG vs. FTECNXTG vs. ICLN

Return for Risk

XLKI vs. NXTG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XLKI

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

NXTG
NXTG Risk / Return Rank: 9191
Overall Rank
NXTG Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
NXTG Sortino Ratio Rank: 9090
Sortino Ratio Rank
NXTG Omega Ratio Rank: 9191
Omega Ratio Rank
NXTG Calmar Ratio Rank: 9393
Calmar Ratio Rank
NXTG Martin Ratio Rank: 8989
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XLKI vs. NXTG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Technology Select Sector SPDR Premium Income ETF (XLKI) and First Trust IndXX NextG ETF (NXTG). 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.

XLKINXTGDifference
Sharpe ratioReturn per unit of total volatility

—

2.70

—

Sortino ratioReturn per unit of downside risk

—

3.36

—

Omega ratioGain probability vs. loss probability

—

1.47

—

Calmar ratioReturn relative to maximum drawdown

—

4.92

—

Martin ratioReturn relative to average drawdown

—

15.57

—

XLKI vs. NXTG - Sharpe Ratio Comparison

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Drawdowns

XLKI vs. NXTG - Drawdown Comparison

The maximum XLKI drawdown since its inception was -10.24%, smaller than the maximum NXTG drawdown of -33.61%. Use the drawdown chart below to compare losses from any high point for XLKI and NXTG.

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Drawdown Indicators

XLKINXTGDifference

Max Drawdown

Largest peak-to-trough decline

-10.24%

-33.61%

+23.37%

Max Drawdown (1Y)

Largest decline over 1 year

—

-11.91%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-17.75%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-33.61%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-33.61%

—

Current Drawdown

Current decline from peak

-2.95%

-8.95%

+6.00%

Average Drawdown

Average peak-to-trough decline

-1.89%

-7.92%

+6.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

3.75%

—

Volatility

XLKI vs. NXTG - Volatility Comparison

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Volatility by Period

XLKINXTGDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

9.43%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

19.20%

—

Volatility (1Y)

Calculated over the trailing 1-year period

19.09%

21.66%

-2.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.09%

18.65%

+0.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.09%

19.05%

+0.04%

XLKI vs. NXTG - Expense Ratio Comparison

XLKI has a 0.35% expense ratio, which is lower than NXTG's 0.70% expense ratio.

Dividends

XLKI vs. NXTG - Dividend Comparison

XLKI's dividend yield for the trailing twelve months is around 17.21%, more than NXTG's 1.21% yield.

PositionTTM20252024202320222021202020192018201720162015
NXTG
First Trust IndXX NextG ETF		1.21%1.56%1.51%2.15%2.04%1.97%1.04%0.77%1.27%1.65%1.23%1.11%
XLKI
State Street Technology Select Sector SPDR Premium Income ETF		17.21%8.52%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

XLKI and NXTG have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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 0.70% for NXTG.

XLKI has the higher dividend yield at 17.21%, compared with 1.21% for NXTG.

They also come from different issuers: State Street and First Trust. Their fees differ too: 0.35% for XLKI and 0.70% for NXTG.

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