RSP vs XLK

RSP vs XLK

Which is better, RSP or XLK?

Large Cap Blend against Large Cap Growth.

XLK has a lower expense ratio. XLK led over 1Y, 3Y, 5Y and the full window.

Lower Fees: XLKHigher Returns: XLK

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricRSPXLK
Expense Ratio0.20%0.08%Best
AUM$99.6B$119.7B
Dividend Yield1.46%0.43%
Holdings51177
YTD Return+12.32%+30.37%Best
1Y Return+14.77%+39.20%Best
3Y Return (annualized)+15.06%+30.96%Best
5Y Return (annualized)+8.56%+20.02%Best
Volatility (annualized)16.5%Best18.6%
Max Drawdown-60.9%-53.6%Best
$10,000 over 5 years$15,078$24,904Best
Fund FamilyInvesco (US)SPDR State Street Global Advisors
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionApr 24, 2003Dec 16, 1998

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 30, 2003 to Sep 11, 2026 (23.4 years).

RSP vs XLK growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 23.4 years both funds cover.

RSP vs XLK Performance

Invesco S&P 500 Equal Weight ETF (RSP) is an ETF from Invesco (US) and State Street Technology Select Sector SPDR ETF (XLK) is an ETF from SPDR State Street Global Advisors. Over the past year RSP returned +14.77% while XLK returned +39.20%. Year to date, RSP is up 12.32% versus a gain of 30.37% for XLK.

Over three years, RSP compounded at +15.06% per year against +30.96% for XLK; over five years the annualized figures are +8.56% and +20.02% respectively. Across the full 23-year window we track, XLK has the edge at +14.78% annualized vs +9.95%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XLK has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 16.5% for RSP. 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 -60.9% for RSP and -53.6% for XLK. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RSP charges 0.20% per year while XLK charges 0.08%. On a $10,000 position that is $20 vs $8 annually, a gap of $12 per year that compounds over a long holding period. On income, RSP currently yields 1.46% against 0.43% for XLK.

Holdings Overlap

XLK already in RSP82.3%

At least 82.3% of XLK's money is in holdings RSP also owns.

Stated as a floor: for RSP, our book for it covers 91.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of XLK is already inside RSP. Owning both mostly buys the same companies twice.

65 positions in common, counted across the 463 positions we hold weights for in RSP and 74 in XLK, against full books of 511 and 77.

What only one of them owns

Measured across the 463 and 74 positions we hold weights for.

RSP holds 389 positions XLK does not, 77.1% of the fund.

Largest: PYPL 0.27%, EXPE 0.27%, GPN 0.27%, BAX 0.26%, TECH 0.26%

Top Shared Holdings

StockWeight in RSPWeight in XLKDifference
NVDANvidia Corp.0.20%14.47%14.27%
MSFTMicrosoft Corp 4.100 Feb 06 370.23%9.91%9.68%
AVGOBroadcom Inc0.21%5.40%5.19%
MUMicron Technology, Inc.0.19%3.63%3.44%
CSCOCisco Systems Inc. - Ordinary Shares0.19%3.12%2.93%
INTCIntel Corp.0.18%3.13%2.95%
AMATApplied Materials, Inc.0.21%2.79%2.58%
PLTRPalantir Technologies Inc0.23%2.57%2.34%
LRCXLam Research Corp0.19%2.54%2.35%
PANWPalo Alto Networks Inc.0.26%1.92%1.66%

82.3% of XLK is already inside RSP.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

RSPXLK

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RSP or XLK?

RSP has an expense ratio of 0.20% while XLK charges 0.08%. XLK is the cheaper option, by $12 a year on a $10,000 investment.

Which performed better, RSP or XLK?

Over the past year RSP returned +14.77% vs +39.20% for XLK, so XLK leads on 1-year performance. Over the longest common window we track (23 years), RSP annualized +9.95% vs +14.78% for XLK. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RSP or XLK?

XLK has been the more volatile fund at 18.6% annualized versus 16.5% for RSP. Worst drawdown: RSP -60.9% vs XLK -53.6%.

Should I hold both RSP and XLK?

RSP and XLK have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between RSP and XLK?

At least 82.3% of XLK's money is in holdings RSP also owns. Our book for RSP is partial, so the real figure is this or higher. They hold 65 positions in common, counted across the 463 positions we hold weights for in RSP and 74 in XLK.

Which pays a higher dividend, RSP or XLK?

RSP yields 1.46% while XLK yields 0.43%, so RSP currently pays the higher dividend yield.

Is XLK better than RSP?

XLK has a lower expense ratio. XLK led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.