VONG vs XLK

VONG vs XLK
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Quick Verdict

VONG has a lower expense ratio. XLK delivered stronger 1-year returns. VONG offers more diversification with 373 holdings.

Lower Fees: VONGHigher Returns: XLKMore Diversified: VONG

Side-by-Side Comparison

MetricVONGXLKWinner
Expense Ratio0.06%0.08%
AUM$51.6B$124.4B
Dividend Yield0.48%0.45%
Holdings37377
YTD Return+4.01%+27.34%
1Y Return+12.19%+42.34%
3Y Return (annualized)+22.47%+30.61%
5Y Return (annualized)+12.11%+19.29%
Volatility (annualized)15.9%23.2%
Max Drawdown-32.7%-82.0%
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryEquityEquity
InceptionSep 20, 2010Dec 16, 1998

VONG vs XLK Performance

Vanguard Russell 1000 Growth ETF (VONG) 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 VONG returned +12.19% while XLK returned +42.34%. Year to date, VONG is up 4.01% versus a gain of 27.34% for XLK.

Over three years, VONG compounded at +22.47% per year against +30.61% for XLK; over five years the annualized figures are +12.11% and +19.29% respectively. Across the full 16-year window we track, VONG has the edge at +15.63% annualized vs +9.37%. 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 15.9% for VONG. 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 -32.7% for VONG 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VONG charges 0.06% per year while XLK charges 0.08%. On a $10,000 position that is $6 vs $8 annually, a gap of $2 per year that compounds over a long holding period. On income, VONG currently yields 0.48% against 0.45% for XLK.

Holdings Overlap

50.8%overlap

VONG and XLK share 48 holdings out of 398 unique holdings combined, representing a 50.8% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in VONGWeight in XLKDifference
NVDA13.81%12.84%0.97%
AAPL6.71%12.45%5.74%
MSFT4.10%7.79%3.69%
AVGOProProPro
MUProProPro
AMDProProPro
AMATProProPro
LRCXProProPro
KLACProProPro
PLTRProProPro
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Frequently Asked Questions

Which is cheaper, VONG or XLK?

VONG has an expense ratio of 0.06% while XLK charges 0.08%. VONG is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, VONG or XLK?

Over the past year VONG returned +12.19% vs +42.34% for XLK, so XLK leads on 1-year performance. Over the longest common window we track (16 years), VONG annualized +15.63% vs +9.37% for XLK. Past performance does not guarantee future results.

Which is riskier, VONG or XLK?

XLK has been the more volatile fund at 23.2% annualized versus 15.9% for VONG. Worst drawdown: VONG -32.7% vs XLK -82.0%.

Should I hold both VONG and XLK?

VONG and XLK have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between VONG and XLK?

VONG and XLK share 48 common holdings with a 50.8% weight overlap. Combined, they hold 398 unique securities.

Which pays a higher dividend, VONG or XLK?

VONG yields 0.48% while XLK yields 0.45%, so VONG currently pays the higher dividend yield.

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