VIG vs XLK

VIG vs XLK
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Quick Verdict

VIG has a lower expense ratio. XLK delivered stronger 1-year returns. VIG offers more diversification with 335 holdings.

Lower Fees: VIGHigher Returns: XLKMore Diversified: VIG

Side-by-Side Comparison

MetricVIGXLKWinner
Expense Ratio0.04%0.08%
AUM$111.4B$124.4B
Dividend Yield1.49%0.45%
Holdings33577
YTD Return+12.14%+32.00%
1Y Return+18.72%+42.69%
3Y Return (annualized)+16.93%+32.19%
5Y Return (annualized)+10.54%+20.47%
Volatility (annualized)13.3%23.2%
Max Drawdown-48.2%-82.0%
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryEquityEquity
InceptionApr 21, 2006Dec 16, 1998

VIG vs XLK Performance

Vanguard Dividend Appreciation ETF (VIG) 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 VIG returned +18.72% while XLK returned +42.69%. Year to date, VIG is up 12.14% versus a gain of 32.00% for XLK.

Over three years, VIG compounded at +16.93% per year against +32.19% for XLK; over five years the annualized figures are +10.54% and +20.47% respectively. Across the full 20-year window we track, XLK has the edge at +9.52% annualized vs +8.68%. 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 13.3% for VIG. 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 -48.2% for VIG 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VIG charges 0.04% per year while XLK charges 0.08%. On a $10,000 position that is $4 vs $8 annually, a gap of $4 per year that compounds over a long holding period. On income, VIG currently yields 1.49% against 0.45% for XLK.

Holdings Overlap

25.9%overlap

VIG and XLK share 18 holdings out of 388 unique holdings combined, representing a 25.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VIGWeight in XLKDifference
AAPL4.22%12.45%8.23%
MSFT3.53%7.79%4.26%
AVGO4.55%4.80%0.25%
LRCXProProPro
CSCOProProPro
KLACProProPro
TXNProProPro
IBMProProPro
ORCLProProPro
APHProProPro
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Frequently Asked Questions

Which is cheaper, VIG or XLK?

VIG has an expense ratio of 0.04% while XLK charges 0.08%. VIG is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

Which performed better, VIG or XLK?

Over the past year VIG returned +18.72% vs +42.69% for XLK, so XLK leads on 1-year performance. Over the longest common window we track (20 years), VIG annualized +8.68% vs +9.52% for XLK. Past performance does not guarantee future results.

Which is riskier, VIG or XLK?

XLK has been the more volatile fund at 23.2% annualized versus 13.3% for VIG. Worst drawdown: VIG -48.2% vs XLK -82.0%.

Should I hold both VIG and XLK?

VIG and XLK have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VIG and XLK?

VIG and XLK share 18 common holdings with a 25.9% weight overlap. Combined, they hold 388 unique securities.

Which pays a higher dividend, VIG or XLK?

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

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