IVV vs XNTK

IVV vs XNTK
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Quick Verdict

IVV has a lower expense ratio. XNTK delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: XNTKMore Diversified: IVV

Side-by-Side Comparison

MetricIVVXNTKWinner
Expense Ratio0.03%0.35%
AUM$907.0B$2.3B
Dividend Yield1.10%0.16%
Holdings50837
YTD Return+12.28%+27.99%
1Y Return+20.94%+50.78%
3Y Return (annualized)+21.81%+37.72%
5Y Return (annualized)+13.05%+18.53%
Volatility (annualized)15.1%26.2%
Max Drawdown-56.5%-76.3%
Fund FamilyiShares by BlackRock (US)State Street Investment Management
CategoryEquityEquity
InceptionMay 15, 2000Sep 25, 2000

IVV vs XNTK Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and State Street SPDR NYSE Technology ETF (XNTK) is a ETF from State Street Investment Management. Over the past year IVV returned +20.94% while XNTK returned +50.78%. Year to date, IVV is up 12.28% versus a gain of 27.99% for XNTK.

Over three years, IVV compounded at +21.81% per year against +37.72% for XNTK; over five years the annualized figures are +13.05% and +18.53% respectively. Across the full 26-year window we track, XNTK has the edge at +8.20% annualized vs +6.98%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XNTK has been the more volatile fund, with annualized monthly volatility of 26.2% compared with 15.1% for IVV. 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 -56.5% for IVV and -76.3% for XNTK. 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while XNTK charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.16% for XNTK.

Holdings Overlap

28.8%overlap

IVV and XNTK share 30 holdings out of 511 unique holdings combined, representing a 28.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in XNTKDifference
NVDA7.76%2.66%5.10%
AAPL7.44%2.44%5.00%
MU1.69%8.14%6.45%
MSFTProProPro
AMDProProPro
INTCProProPro
AMZNProProPro
MRVLProProPro
GOOGLProProPro
AVGOProProPro
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Frequently Asked Questions

Which is cheaper, IVV or XNTK?

IVV has an expense ratio of 0.03% while XNTK charges 0.35%. IVV is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, IVV or XNTK?

Over the past year IVV returned +20.94% vs +50.78% for XNTK, so XNTK leads on 1-year performance. Over the longest common window we track (26 years), IVV annualized +6.98% vs +8.20% for XNTK. Past performance does not guarantee future results.

Which is riskier, IVV or XNTK?

XNTK has been the more volatile fund at 26.2% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs XNTK -76.3%.

Should I hold both IVV and XNTK?

IVV and XNTK have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and XNTK?

IVV and XNTK share 30 common holdings with a 28.8% weight overlap. Combined, they hold 511 unique securities.

Which pays a higher dividend, IVV or XNTK?

IVV yields 1.10% while XNTK yields 0.16%, so IVV currently pays the higher dividend yield.

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