RSP vs XLK

RSP vs XLK
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Quick Verdict

XLK has a lower expense ratio. XLK delivered stronger 1-year returns. RSP offers more diversification with 511 holdings.

Lower Fees: XLKHigher Returns: XLKMore Diversified: RSP

Side-by-Side Comparison

MetricRSPXLKWinner
Expense Ratio0.20%0.08%
AUM$100.1B$124.4B
Dividend Yield1.49%0.45%
Holdings51177
YTD Return+15.88%+27.34%
1Y Return+21.24%+42.34%
3Y Return (annualized)+16.53%+30.61%
5Y Return (annualized)+9.22%+19.29%
Volatility (annualized)16.5%23.2%
Max Drawdown-60.9%-82.0%
Fund FamilyInvesco (US)SPDR State Street Global Advisors
CategoryEquityEquity
InceptionApr 24, 2003Dec 16, 1998

RSP vs XLK Performance

Invesco S&P 500 Equal Weight ETF (RSP) is a ETF from Invesco (US) and State Street Technology Select Sector SPDR ETF (XLK) is a ETF from SPDR State Street Global Advisors. Over the past year RSP returned +21.24% while XLK returned +42.34%. Year to date, RSP is up 15.88% versus a gain of 27.34% for XLK.

Over three years, RSP compounded at +16.53% per year against +30.61% for XLK; over five years the annualized figures are +9.22% and +19.29% respectively. Across the full 23-year window we track, RSP has the edge at +10.12% annualized vs +9.37%. 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 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 -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 0.78. 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 1.49% against 0.45% for XLK.

Holdings Overlap

12.0%overlap

RSP and XLK share 66 holdings out of 442 unique holdings combined, representing a 12.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RSPWeight in XLKDifference
NVDA0.19%12.84%12.65%
AAPL0.19%12.45%12.26%
MSFT0.18%7.79%7.61%
AVGOProProPro
MUProProPro
INTCProProPro
AMATProProPro
CSCOProProPro
LRCXProProPro
KLACProProPro
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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. On a $10,000 investment, that is $12 per year of difference.

Which performed better, RSP or XLK?

Over the past year RSP returned +21.24% vs +42.34% for XLK, so XLK leads on 1-year performance. Over the longest common window we track (23 years), RSP annualized +10.12% vs +9.37% for XLK. Past performance does not guarantee future results.

Which is riskier, RSP or XLK?

XLK has been the more volatile fund at 23.2% annualized versus 16.5% for RSP. Worst drawdown: RSP -60.9% vs XLK -82.0%.

Should I hold both RSP and XLK?

RSP and XLK have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RSP and XLK?

RSP and XLK share 66 common holdings with a 12.0% weight overlap. Combined, they hold 442 unique securities.

Which pays a higher dividend, RSP or XLK?

RSP yields 1.49% while XLK yields 0.45%, so RSP currently pays the higher dividend yield.

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