SPY vs XITK

SPY vs XITK
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricSPYXITKWinner
Expense Ratio0.09%0.45%
AUM$821.1B$73M
Dividend Yield1.01%0.00%
Holdings50599
YTD Return+12.22%+13.45%
1Y Return+20.83%+11.64%
3Y Return (annualized)+21.70%+16.77%
5Y Return (annualized)+12.98%-0.93%
Volatility (annualized)15.3%25.1%
Max Drawdown-56.5%-65.6%
Fund FamilyState Street Investment ManagementState Street Investment Management
CategoryEquityEquity
InceptionJan 22, 1993Jan 13, 2016

SPY vs XITK Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and State Street SPDR FactSet Innovative Technology ETF (XITK) is a ETF from State Street Investment Management. Over the past year SPY returned +20.83% while XITK returned +11.64%. Year to date, SPY is up 12.22% versus a gain of 13.45% for XITK.

Over three years, SPY compounded at +21.70% per year against +16.77% for XITK; over five years the annualized figures are +12.98% and -0.93% respectively. Across the full 11-year window we track, XITK has the edge at +14.77% annualized vs +8.79%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XITK has been the more volatile fund, with annualized monthly volatility of 25.1% compared with 15.3% for SPY. 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 SPY and -65.6% for XITK. 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPY charges 0.09% per year while XITK charges 0.45%. On a $10,000 position that is $9 vs $45 annually, a gap of $36 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.00% for XITK.

Holdings Overlap

7.5%overlap

SPY and XITK share 16 holdings out of 585 unique holdings combined, representing a 7.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in XITKDifference
NVDA7.71%1.15%6.56%
GOOGL3.33%1.15%2.18%
AVGO2.97%1.10%1.87%
AMDProProPro
METAProProPro
DDOGProProPro
ANETProProPro
PLTRProProPro
NFLXProProPro
SMCIProProPro
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Frequently Asked Questions

Which is cheaper, SPY or XITK?

SPY has an expense ratio of 0.09% while XITK charges 0.45%. SPY is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, SPY or XITK?

Over the past year SPY returned +20.83% vs +11.64% for XITK, so SPY leads on 1-year performance. Over the longest common window we track (11 years), SPY annualized +8.79% vs +14.77% for XITK. Past performance does not guarantee future results.

Which is riskier, SPY or XITK?

XITK has been the more volatile fund at 25.1% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs XITK -65.6%.

Should I hold both SPY and XITK?

SPY and XITK have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and XITK?

SPY and XITK share 16 common holdings with a 7.5% weight overlap. Combined, they hold 585 unique securities.

Which pays a higher dividend, SPY or XITK?

SPY yields 1.01% while XITK yields 0.00%, so SPY currently pays the higher dividend yield.

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