SPY vs XNTK

SPY vs XNTK
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Quick Verdict

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

Lower Fees: SPYHigher Returns: XNTKMore Diversified: SPY

Side-by-Side Comparison

MetricSPYXNTKWinner
Expense Ratio0.09%0.35%
AUM$821.1B$2.3B
Dividend Yield1.01%0.16%
Holdings50537
YTD Return+14.24%+31.20%
1Y Return+21.71%+49.38%
3Y Return (annualized)+22.10%+38.75%
5Y Return (annualized)+13.21%+18.87%
Volatility (annualized)15.3%26.2%
Max Drawdown-56.5%-76.3%
Fund FamilyState Street Investment ManagementState Street Investment Management
CategoryEquityEquity
InceptionJan 22, 1993Sep 25, 2000

SPY vs XNTK Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and State Street SPDR NYSE Technology ETF (XNTK) is a ETF from State Street Investment Management. Over the past year SPY returned +21.71% while XNTK returned +49.38%. Year to date, SPY is up 14.24% versus a gain of 31.20% for XNTK.

Over three years, SPY compounded at +22.10% per year against +38.75% for XNTK; over five years the annualized figures are +13.21% and +18.87% respectively. Across the full 26-year window we track, SPY has the edge at +8.86% annualized vs +8.31%. 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 15.3% 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 -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

SPY charges 0.09% per year while XNTK charges 0.35%. On a $10,000 position that is $9 vs $35 annually, a gap of $26 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.16% for XNTK.

Holdings Overlap

29.0%overlap

SPY and XNTK share 31 holdings out of 509 unique holdings combined, representing a 29.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in XNTKDifference
NVDA7.71%2.66%5.05%
MU1.51%8.14%6.63%
AAPL6.83%2.44%4.39%
MSFTProProPro
AMZNProProPro
AMDProProPro
INTCProProPro
GOOGLProProPro
MRVLProProPro
AVGOProProPro
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Frequently Asked Questions

Which is cheaper, SPY or XNTK?

SPY has an expense ratio of 0.09% while XNTK charges 0.35%. SPY is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, SPY or XNTK?

Over the past year SPY returned +21.71% vs +49.38% for XNTK, so XNTK leads on 1-year performance. Over the longest common window we track (26 years), SPY annualized +8.86% vs +8.31% for XNTK. Past performance does not guarantee future results.

Which is riskier, SPY or XNTK?

XNTK has been the more volatile fund at 26.2% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs XNTK -76.3%.

Should I hold both SPY and XNTK?

SPY 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 SPY and XNTK?

SPY and XNTK share 31 common holdings with a 29.0% weight overlap. Combined, they hold 509 unique securities.

Which pays a higher dividend, SPY or XNTK?

SPY yields 1.01% while XNTK yields 0.16%, so SPY currently pays the higher dividend yield.

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