VOE vs XLK

VOE vs XLK

Which is better, VOE or XLK?

Mid Cap Value against Large Cap Growth.

VOE has a lower expense ratio. XLK led over 1Y, 3Y, 5Y and the full window. VOE is less concentrated, with 12.7% of the fund in its ten largest positions against 61.3%.

Lower Fees: VOEHigher Returns: XLKLess Concentrated: VOE

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricVOEXLK
Expense Ratio0.05%Best0.08%
AUM$23.9B$119.7B
Dividend Yield1.80%0.43%
Holdings17677
YTD Return+15.90%+30.37%Best
1Y Return+20.16%+39.20%Best
3Y Return (annualized)+17.24%+30.96%Best
5Y Return (annualized)+9.82%+20.02%Best
Volatility (annualized)17.5%Best19.3%
Max Drawdown-63.4%-53.6%Best
$10,000 over 5 years$15,974$24,904Best
Top 10 Weight12.7%Best61.3%
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Growth
InceptionAug 17, 2006Dec 16, 1998

Volatility and max drawdown are measured over the window both funds cover: Aug 24, 2006 to Sep 11, 2026 (20 years).

VOE vs XLK growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 20 years both funds cover.

VOE vs XLK Performance

Vanguard Morningstar Mid-Cap Value ETF (VOE) is an ETF from Vanguard (US) and State Street Technology Select Sector SPDR ETF (XLK) is an ETF from SPDR State Street Global Advisors. Over the past year VOE returned +20.16% while XLK returned +39.20%. Year to date, VOE is up 15.90% versus a gain of 30.37% for XLK.

Over three years, VOE compounded at +17.24% per year against +30.96% for XLK; over five years the annualized figures are +9.82% and +20.02% respectively. Across the full 20-year window we track, XLK has the edge at +15.79% annualized vs +7.86%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XLK has been the more volatile fund, with annualized monthly volatility of 19.3% compared with 17.5% for VOE. 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 -63.4% for VOE and -53.6% for XLK. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VOE charges 0.05% per year while XLK charges 0.08%. On a $10,000 position that is $5 vs $8 annually, a gap of $3 per year that compounds over a long holding period. On income, VOE currently yields 1.80% against 0.43% for XLK.

Holdings Overlap

VOE already in XLK5.8%
XLK already in VOE2.5%

5.8% of VOE's money is in holdings XLK also owns. 2.5% of XLK's money is in holdings VOE also owns.

VOE and XLK share little of their money.

9 positions in common, counted across the 169 positions we hold weights for in VOE and 74 in XLK, against full books of 176 and 77.

What only one of them owns

Measured across the 169 and 74 positions we hold weights for.

VOE holds 156 positions XLK does not, 90.8% of the fund.

Largest: CMI 1.70%, VLO 1.34%, MPC 1.29%, URI 1.23%, GM 1.20%

Top Shared Holdings

StockWeight in VOEWeight in XLKDifference
HPEHewlett Packard Enterprise Co.1.03%0.46%0.57%
TELTE Connectivity PLC Common Stock1.02%0.41%0.61%
KEYSKeysight Technologies Inc.1.04%0.38%0.66%
ONOn Semiconductor Corp0.64%0.21%0.43%
ROPRoper Technologies Inc.0.59%0.26%0.33%
NTAPNetapp Inc.0.53%0.24%0.29%
HPQHp Inc.0.35%0.18%0.17%
CTSHCognizant Technology Solutions Corp. Class A0.32%0.18%0.14%
QQnity Electronics0.30%0.19%0.11%

You are not choosing between two funds in isolation.

Whichever of VOE and XLK you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VOEXLK

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VOE or XLK?

VOE has an expense ratio of 0.05% while XLK charges 0.08%. VOE is the cheaper option, by $3 a year on a $10,000 investment.

Which performed better, VOE or XLK?

Over the past year VOE returned +20.16% vs +39.20% for XLK, so XLK leads on 1-year performance. Over the longest common window we track (20 years), VOE annualized +7.86% vs +15.79% for XLK. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VOE or XLK?

XLK has been the more volatile fund at 19.3% annualized versus 17.5% for VOE. Worst drawdown: VOE -63.4% vs XLK -53.6%.

Should I hold both VOE and XLK?

VOE and XLK have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between VOE and XLK?

5.8% of VOE's money is in holdings XLK also owns. 2.5% of XLK's is in holdings VOE also owns. They hold 9 positions in common, counted across the 169 positions we hold weights for in VOE and 74 in XLK.

Which pays a higher dividend, VOE or XLK?

VOE yields 1.80% while XLK yields 0.43%, so VOE currently pays the higher dividend yield.

Is XLK better than VOE?

VOE has a lower expense ratio. XLK led over 1Y, 3Y, 5Y and the full window. VOE is less concentrated, with 12.7% of the fund in its ten largest positions against 61.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.