BNDX vs XLK

BNDX vs XLK
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Quick Verdict

BNDX has a lower expense ratio. XLK delivered stronger 1-year returns. BNDX offers more diversification with 6,859 holdings.

Lower Fees: BNDXHigher Returns: XLKMore Diversified: BNDX

Side-by-Side Comparison

MetricBNDXXLKWinner
Expense Ratio0.07%0.08%
AUM$82.7B$124.4B
Dividend Yield4.53%0.45%
Holdings6,85977
YTD Return+0.24%+27.34%
1Y Return+1.27%+42.34%
3Y Return (annualized)+4.21%+30.61%
5Y Return (annualized)-0.10%+19.29%
Volatility (annualized)4.1%23.2%
Max Drawdown-17.2%-82.0%
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryFixed IncomeEquity
InceptionMay 31, 2013Dec 16, 1998

BNDX vs XLK Performance

Vanguard Total International Bond ETF (BNDX) is a ETF from Vanguard (US) and State Street Technology Select Sector SPDR ETF (XLK) is a ETF from SPDR State Street Global Advisors. Over the past year BNDX returned +1.27% while XLK returned +42.34%. Year to date, BNDX is up 0.24% versus a gain of 27.34% for XLK.

Over three years, BNDX compounded at +4.21% per year against +30.61% for XLK; over five years the annualized figures are -0.10% and +19.29% respectively. Across the full 13-year window we track, XLK has the edge at +9.37% annualized vs +1.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XLK has been the more volatile fund, with annualized monthly volatility of 23.2% compared with 4.1% for BNDX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -17.2% for BNDX and -82.0% for XLK. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BNDX charges 0.07% per year while XLK charges 0.08%. On a $10,000 position that is $7 vs $8 annually, a gap of $1 per year that compounds over a long holding period. On income, BNDX currently yields 4.53% against 0.45% for XLK.

Holdings Overlap

0.0%overlap

BNDX and XLK share 0 holdings out of 77 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BNDX or XLK?

BNDX has an expense ratio of 0.07% while XLK charges 0.08%. BNDX is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, BNDX or XLK?

Over the past year BNDX returned +1.27% vs +42.34% for XLK, so XLK leads on 1-year performance. Over the longest common window we track (13 years), BNDX annualized +1.07% vs +9.37% for XLK. Past performance does not guarantee future results.

Which is riskier, BNDX or XLK?

XLK has been the more volatile fund at 23.2% annualized versus 4.1% for BNDX. Worst drawdown: BNDX -17.2% vs XLK -82.0%.

Should I hold both BNDX and XLK?

BNDX and XLK have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BNDX and XLK?

BNDX and XLK share 0 common holdings with a 0.0% weight overlap. Combined, they hold 77 unique securities.

Which pays a higher dividend, BNDX or XLK?

BNDX yields 4.53% while XLK yields 0.45%, so BNDX currently pays the higher dividend yield.

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