VCIT vs XLK

VCIT vs XLK
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Quick Verdict

VCIT has a lower expense ratio. XLK delivered stronger 1-year returns. VCIT offers more diversification with 2,271 holdings.

Lower Fees: VCITHigher Returns: XLKMore Diversified: VCIT

Side-by-Side Comparison

MetricVCITXLKWinner
Expense Ratio0.03%0.08%
AUM$69.8B$124.4B
Dividend Yield4.87%0.45%
Holdings2,27177
YTD Return-0.40%+27.20%
1Y Return+2.34%+41.67%
3Y Return (annualized)+6.52%+30.51%
5Y Return (annualized)+0.77%+19.55%
Volatility (annualized)6.0%23.2%
Max Drawdown-20.7%-82.0%
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryFixed IncomeEquity
InceptionNov 19, 2009Dec 16, 1998

VCIT vs XLK Performance

Vanguard Intermediate Term Corporate Bond ETF (VCIT) is a ETF from Vanguard (US) and State Street Technology Select Sector SPDR ETF (XLK) is a ETF from SPDR State Street Global Advisors. Over the past year VCIT returned +2.34% while XLK returned +41.67%. Year to date, VCIT is down 0.40% versus a gain of 27.20% for XLK.

Over three years, VCIT compounded at +6.52% per year against +30.51% for XLK; over five years the annualized figures are +0.77% and +19.55% respectively. Across the full 17-year window we track, XLK has the edge at +9.37% annualized vs +1.75%. 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 6.0% for VCIT. 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 -20.7% for VCIT 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VCIT charges 0.03% per year while XLK charges 0.08%. On a $10,000 position that is $3 vs $8 annually, a gap of $5 per year that compounds over a long holding period. On income, VCIT currently yields 4.87% against 0.45% for XLK.

Holdings Overlap

0.0%overlap

VCIT and XLK share 0 holdings out of 351 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, VCIT or XLK?

VCIT has an expense ratio of 0.03% while XLK charges 0.08%. VCIT is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, VCIT or XLK?

Over the past year VCIT returned +2.34% vs +41.67% for XLK, so XLK leads on 1-year performance. Over the longest common window we track (17 years), VCIT annualized +1.75% vs +9.37% for XLK. Past performance does not guarantee future results.

Which is riskier, VCIT or XLK?

XLK has been the more volatile fund at 23.2% annualized versus 6.0% for VCIT. Worst drawdown: VCIT -20.7% vs XLK -82.0%.

Should I hold both VCIT and XLK?

VCIT and XLK have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VCIT and XLK?

VCIT and XLK share 0 common holdings with a 0.0% weight overlap. Combined, they hold 351 unique securities.

Which pays a higher dividend, VCIT or XLK?

VCIT yields 4.87% while XLK yields 0.45%, so VCIT currently pays the higher dividend yield.

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