XLKI vs. SPY
XLKI (State Street Technology Select Sector SPDR Premium Income ETF) and SPY (State Street SPDR S&P 500 ETF) are both exchange-traded funds - XLKI is a Technology Equities fund actively managed by State Street, while SPY is a S&P 500 fund tracking the S&P 500 Index. XLKI is actively managed, while SPY is passively managed. Their correlation of 0.88 suggests significant overlap in exposure. XLKI charges 0.35%/yr vs 0.09%/yr for SPY.
Performance
XLKI vs. SPY - Performance Comparison
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Returns By Period
In the year-to-date period, XLKI achieves a 17.94% return, which is significantly higher than SPY's 10.91% return.
XLKI
- 1D
- -0.60%
- 1M
- 7.65%
- YTD
- 17.94%
- 6M
- 17.68%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SPY
- 1D
- -0.70%
- 1M
- 5.05%
- YTD
- 10.91%
- 6M
- 10.91%
- 1Y
- 27.98%
- 3Y*
- 22.35%
- 5Y*
- 13.83%
- 10Y*
- 15.49%
XLKI vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XLKI State Street Technology Select Sector SPDR Premium Income ETF | 17.94% | 10.07% |
SPY State Street SPDR S&P 500 ETF | 10.91% | 8.10% |
Correlation
The correlation between XLKI and SPY is 0.88, 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 31, 2025 | 0.88 |
XLKI vs. SPY - Sectors Allocation Comparison
Sectors
XLKI
SPY
Financial Services
Basic Materials
-
Communication Services
-
Consumer Cyclical
-
Consumer Defensive
-
Energy
-
Healthcare
-
Industrials
-
Real Estate
-
Technology
-
Utilities
-
Financial Services
XLKI
SPY
Basic Materials
XLKI
-
SPY
Communication Services
XLKI
-
SPY
Consumer Cyclical
XLKI
-
SPY
Consumer Defensive
XLKI
-
SPY
Energy
XLKI
-
SPY
Healthcare
XLKI
-
SPY
Industrials
XLKI
-
SPY
Real Estate
XLKI
-
SPY
Technology
XLKI
-
SPY
Utilities
XLKI
-
SPY
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Return for Risk
XLKI vs. SPY — Risk / Return Rank
XLKI
SPY
XLKI vs. SPY - 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 State Street SPDR S&P 500 ETF (SPY). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| XLKI | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.38 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.82 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.87 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.24 | 0.59 | +1.66 |
Drawdowns
XLKI vs. SPY - Drawdown Comparison
The maximum XLKI drawdown since its inception was -10.24%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for XLKI and SPY.
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Drawdown Indicators
| XLKI | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.24% | -55.19% | +44.95% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.88% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.76% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.50% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.72% | — |
Current DrawdownCurrent decline from peak | -0.60% | -0.70% | +0.10% |
Average DrawdownAverage peak-to-trough decline | -1.61% | -9.05% | +7.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.91% | — |
Volatility
XLKI vs. SPY - Volatility Comparison
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Volatility by Period
| XLKI | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.84% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.90% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.24% | 11.83% | +4.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.24% | 17.05% | -0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.24% | 17.94% | -1.70% |
XLKI vs. SPY - Expense Ratio Comparison
XLKI has a 0.35% expense ratio, which is higher than SPY's 0.09% expense ratio.
Dividends
XLKI vs. SPY - Dividend Comparison
XLKI's dividend yield for the trailing twelve months is around 14.18%, more than SPY's 0.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY State Street SPDR S&P 500 ETF | 0.98% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
XLKI State Street Technology Select Sector SPDR Premium Income ETF | 14.18% | 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 SPY have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SPY is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SPY is cheaper with a 0.09% expense ratio, compared with 0.35% for XLKI.
XLKI has the higher dividend yield at 14.18%, compared with 0.98% for SPY.
XLKI is categorized as Technology Equities, while SPY is S&P 500. Their fees differ too: 0.35% for XLKI and 0.09% for SPY.
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