VOE vs XLK

VOE vs XLK
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Quick Verdict

VOE has a lower expense ratio. XLK delivered stronger 1-year returns. VOE offers more diversification with 176 holdings.

Lower Fees: VOEHigher Returns: XLKMore Diversified: VOE

Side-by-Side Comparison

MetricVOEXLKWinner
Expense Ratio0.05%0.08%
AUM$23.9B$124.4B
Dividend Yield1.81%0.45%
Holdings17677
YTD Return+17.73%+27.34%
1Y Return+24.83%+42.34%
3Y Return (annualized)+18.09%+30.61%
5Y Return (annualized)+10.27%+19.29%
Volatility (annualized)17.6%23.2%
Max Drawdown-63.4%-82.0%
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryEquityEquity
InceptionAug 17, 2006Dec 16, 1998

VOE vs XLK Performance

Vanguard Morningstar Mid-Cap Value ETF (VOE) 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 VOE returned +24.83% while XLK returned +42.34%. Year to date, VOE is up 17.73% versus a gain of 27.34% for XLK.

Over three years, VOE compounded at +18.09% per year against +30.61% for XLK; over five years the annualized figures are +10.27% and +19.29% respectively. Across the full 20-year window we track, XLK has the edge at +9.37% annualized vs +7.97%. 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 17.6% 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 -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 0.71. 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 1.81% against 0.45% for XLK.

Holdings Overlap

2.3%overlap

VOE and XLK share 9 holdings out of 235 unique holdings combined, representing a 2.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOEWeight in XLKDifference
HPE1.03%0.38%0.65%
TEL1.02%0.39%0.63%
KEYS1.04%0.36%0.68%
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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. On a $10,000 investment, that is $3 per year of difference.

Which performed better, VOE or XLK?

Over the past year VOE returned +24.83% vs +42.34% for XLK, so XLK leads on 1-year performance. Over the longest common window we track (20 years), VOE annualized +7.97% vs +9.37% for XLK. Past performance does not guarantee future results.

Which is riskier, VOE or XLK?

XLK has been the more volatile fund at 23.2% annualized versus 17.6% for VOE. Worst drawdown: VOE -63.4% vs XLK -82.0%.

Should I hold both VOE and XLK?

VOE and XLK have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOE and XLK?

VOE and XLK share 9 common holdings with a 2.3% weight overlap. Combined, they hold 235 unique securities.

Which pays a higher dividend, VOE or XLK?

VOE yields 1.81% while XLK yields 0.45%, so VOE currently pays the higher dividend yield.

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