PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
XLKI vs. SPYD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XLKI vs. SPYD

Last updated Jul 12, 2026
Documentation

XLKI (State Street Technology Select Sector SPDR Premium Income ETF) and SPYD (State Street SPDR Portfolio S&P 500 High Dividend ETF) are both exchange-traded funds - XLKI is a Technology Equities fund actively managed by State Street, while SPYD is a S&P 500 fund tracking the S&P 500 High Dividend Index. XLKI is actively managed, while SPYD is passively managed. At a 0.03 correlation, their price movements are largely independent. XLKI charges 0.35%/yr vs 0.07%/yr for SPYD.

Performance

XLKI vs. SPYD - 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 State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, XLKI achieves a 15.15% return, which is significantly higher than SPYD's 14.21% return.

XLKI

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

SPYD

1D
0.83%
1M
-0.45%
6M
11.40%
YTD
14.21%
1Y
16.21%
3Y*
13.58%
5Y*
8.47%
10Y*
8.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLKI vs. SPYD - Yearly Performance Comparison

2026 (YTD)2025
XLKI
State Street Technology Select Sector SPDR Premium Income ETF		15.15%10.02%
SPYD
State Street SPDR Portfolio S&P 500 High Dividend ETF		14.21%1.23%

Correlation

The correlation between XLKI and SPYD is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

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

0.03

XLKI vs. SPYD - Sectors Allocation Comparison

Sectors
XLKI
SPYD

Technology

99.0%
3.2%

Financial Services

98.0%
11.9%

Communication Services

1.0%
4.8%

Basic Materials

-

3.0%

Consumer Cyclical

-

7.3%

Consumer Defensive

-

16.0%

Energy

-

8.5%

Healthcare

-

5.3%

Industrials

-

2.3%

Real Estate

-

26.5%

Utilities

-

11.2%

Technology

XLKI
99.0%
SPYD
3.2%

Financial Services

XLKI
98.0%
SPYD
11.9%

Communication Services

XLKI
1.0%
SPYD
4.8%

Basic Materials

XLKI

-

SPYD
3.0%

Consumer Cyclical

XLKI

-

SPYD
7.3%

Consumer Defensive

XLKI

-

SPYD
16.0%

Energy

XLKI

-

SPYD
8.5%

Healthcare

XLKI

-

SPYD
5.3%

Industrials

XLKI

-

SPYD
2.3%

Real Estate

XLKI

-

SPYD
26.5%

Utilities

XLKI

-

SPYD
11.2%

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

State Street SPDR Portfolio S&P 500 High Dividend ETF

Often compared with XLKI:
XLKI vs. XLKXLKI vs. RSPTXLKI vs. KQQQXLKI vs. ASMHXLKI vs. QQQXLKI vs. ARMHXLKI vs. MAGS
Often compared with SPYD:
SPYD vs. SCHDSPYD vs. SPYSPYD vs. VYMSPYD vs. SPYISPYD vs. HDVSPYD vs. JEPISPYD vs. SPHD

Return for Risk

XLKI vs. SPYD — 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.

SPYD
SPYD Risk / Return Rank: 4848
Overall Rank
SPYD Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
SPYD Sortino Ratio Rank: 4949
Sortino Ratio Rank
SPYD Omega Ratio Rank: 4343
Omega Ratio Rank
SPYD Calmar Ratio Rank: 5555
Calmar Ratio Rank
SPYD Martin Ratio Rank: 4747
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. SPYD - 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 Portfolio S&P 500 High Dividend ETF (SPYD). 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.

XLKISPYDDifference
Sharpe ratioReturn per unit of total volatility

—

1.31

—

Sortino ratioReturn per unit of downside risk

—

1.98

—

Omega ratioGain probability vs. loss probability

—

1.22

—

Calmar ratioReturn relative to maximum drawdown

—

2.21

—

Martin ratioReturn relative to average drawdown

—

6.37

—

XLKI vs. SPYD - Sharpe Ratio Comparison

Loading charts...

Drawdowns

XLKI vs. SPYD - Drawdown Comparison

The maximum XLKI drawdown since its inception was -10.24%, smaller than the maximum SPYD drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for XLKI and SPYD.

Loading charts...

Drawdown Indicators

XLKISPYDDifference

Max Drawdown

Largest peak-to-trough decline

-10.24%

-46.42%

+36.18%

Max Drawdown (1Y)

Largest decline over 1 year

—

-7.05%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-16.13%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-22.25%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-46.42%

—

Current Drawdown

Current decline from peak

-2.95%

-0.53%

-2.42%

Average Drawdown

Average peak-to-trough decline

-1.89%

-6.12%

+4.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.45%

—

Volatility

XLKI vs. SPYD - Volatility Comparison

Loading charts...

Volatility by Period

XLKISPYDDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

4.16%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

8.30%

—

Volatility (1Y)

Calculated over the trailing 1-year period

19.09%

11.91%

+7.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.09%

16.04%

+3.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.09%

19.75%

-0.66%

XLKI vs. SPYD - Expense Ratio Comparison

XLKI has a 0.35% expense ratio, which is higher than SPYD's 0.07% expense ratio.

Dividends

XLKI vs. SPYD - Dividend Comparison

XLKI's dividend yield for the trailing twelve months is around 17.21%, more than SPYD's 4.20% yield.

PositionTTM20252024202320222021202020192018201720162015
SPYD
State Street SPDR Portfolio S&P 500 High Dividend ETF		4.20%4.52%4.31%4.66%5.01%3.68%4.95%4.42%4.75%4.63%4.34%1.13%
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 SPYD have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SPYD is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPYD is cheaper with a 0.07% expense ratio, compared with 0.35% for XLKI.

XLKI has the higher dividend yield at 17.21%, compared with 4.20% for SPYD.

XLKI is categorized as Technology Equities, while SPYD is S&P 500. Their fees differ too: 0.35% for XLKI and 0.07% for SPYD.

Portfolio Optimizer

Find the right allocation for XLKI and SPYD

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer