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XLKI vs. XLK
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XLKI vs. XLK

Last updated Jun 24, 2026

XLKI (State Street Technology Select Sector SPDR Premium Income ETF) and XLK (State Street Technology Select Sector SPDR ETF) are both Technology Equities funds from State Street. XLKI is actively managed, while XLK is passively managed. Their correlation of 0.95 suggests significant overlap in exposure. XLKI charges 0.35%/yr vs 0.08%/yr for XLK.

Performance

XLKI vs. XLK - 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 Technology Select Sector SPDR ETF (XLK). 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 13.50% return, which is significantly lower than XLK's 28.25% return.

XLKI

1D
-2.85%
1M
-1.72%
YTD
13.50%
6M
13.18%
1Y
—
3Y*
—
5Y*
—
10Y*
—

XLK

1D
-4.14%
1M
2.23%
YTD
28.25%
6M
26.51%
1Y
52.47%
3Y*
30.61%
5Y*
21.34%
10Y*
25.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLKI vs. XLK - Yearly Performance Comparison

2026 (YTD)2025
XLKI
State Street Technology Select Sector SPDR Premium Income ETF		13.50%10.02%
XLK
State Street Technology Select Sector SPDR ETF		28.25%9.34%

Correlation

The correlation between XLKI and XLK is 0.95, 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

0.95

XLKI vs. XLK - Sectors Allocation Comparison

Sectors
XLKI
XLK

Financial Services

106.8%

-

Technology

99.0%
99.7%

Communication Services

1.0%

-

Basic Materials

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

0.2%

Healthcare

-

-

Industrials

-

0.1%

Real Estate

-

-

Utilities

-

-

Financial Services

XLKI
106.8%
XLK

-

Technology

XLKI
99.0%
XLK
99.7%

Communication Services

XLKI
1.0%
XLK

-

Basic Materials

XLKI

-

XLK

-

Consumer Cyclical

XLKI

-

XLK

-

Consumer Defensive

XLKI

-

XLK

-

Energy

XLKI

-

XLK
0.2%

Healthcare

XLKI

-

XLK

-

Industrials

XLKI

-

XLK
0.1%

Real Estate

XLKI

-

XLK

-

Utilities

XLKI

-

XLK

-

Compare stocks, funds, or ETFs

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State Street Technology Select Sector SPDR Premium Income ETF

State Street Technology Select Sector SPDR ETF

Often compared with XLKI:
XLKI vs. RSPTXLKI vs. QQQXLKI vs. KQQQXLKI vs. ASMHXLKI vs. ARMHXLKI vs. MAGSXLKI vs. SMH
Often compared with XLK:
XLK vs. QQQXLK vs. VGTXLK vs. SMHXLK vs. SPYXLK vs. FTECXLK vs. XLEXLK vs. IYW

Return for Risk

XLKI vs. XLK — 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.

XLK
XLK Risk / Return Rank: 6666
Overall Rank
XLK Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
XLK Sortino Ratio Rank: 6161
Sortino Ratio Rank
XLK Omega Ratio Rank: 6464
Omega Ratio Rank
XLK Calmar Ratio Rank: 6868
Calmar Ratio Rank
XLK Martin Ratio Rank: 6161
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. XLK - 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 Technology Select Sector SPDR ETF (XLK). 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.

XLKIXLKDifference
Sharpe ratioReturn per unit of total volatility

—

2.25

—

Sortino ratioReturn per unit of downside risk

—

2.77

—

Omega ratioGain probability vs. loss probability

—

1.38

—

Calmar ratioReturn relative to maximum drawdown

—

3.31

—

Martin ratioReturn relative to average drawdown

—

10.56

—

XLKI vs. XLK - Sharpe Ratio Comparison

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Drawdowns

XLKI vs. XLK - Drawdown Comparison

The maximum XLKI drawdown since its inception was -10.24%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for XLKI and XLK.

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Drawdown Indicators

XLKIXLKDifference

Max Drawdown

Largest peak-to-trough decline

-10.24%

-82.05%

+71.81%

Max Drawdown (1Y)

Largest decline over 1 year

—

-15.92%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-25.66%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-33.56%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-33.56%

—

Current Drawdown

Current decline from peak

-4.34%

-6.96%

+2.62%

Average Drawdown

Average peak-to-trough decline

-1.76%

-34.90%

+33.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

4.98%

—

Volatility

XLKI vs. XLK - Volatility Comparison

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Volatility by Period

XLKIXLKDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

12.51%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

19.70%

—

Volatility (1Y)

Calculated over the trailing 1-year period

18.48%

23.48%

-5.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.48%

25.37%

-6.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.48%

24.71%

-6.23%

XLKI vs. XLK - Expense Ratio Comparison

XLKI has a 0.35% expense ratio, which is higher than XLK's 0.08% expense ratio.

Dividends

XLKI vs. XLK - Dividend Comparison

XLKI's dividend yield for the trailing twelve months is around 14.74%, more than XLK's 0.43% yield.

PositionTTM20252024202320222021202020192018201720162015
XLK
State Street Technology Select Sector SPDR ETF		0.43%0.54%0.66%0.76%1.04%0.65%0.92%1.16%1.60%1.37%1.74%1.79%
XLKI
State Street Technology Select Sector SPDR Premium Income ETF		14.74%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

With a correlation of 0.95, XLKI and XLK move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, XLK is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XLK is cheaper with a 0.08% expense ratio, compared with 0.35% for XLKI.

XLKI has the higher dividend yield at 14.74%, compared with 0.43% for XLK.

Their fees differ too: 0.35% for XLKI and 0.08% for XLK.

Portfolio Optimizer

Find the right allocation for XLKI and XLK

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