VTI vs XLKI

VTI vs XLKI
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Quick Verdict

VTI has a lower expense ratio. XLKI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: XLKIMore Diversified: VTI

Side-by-Side Comparison

MetricVTIXLKIWinner
Expense Ratio0.03%0.35%
AUM$666.9B$15M
Dividend Yield1.07%17.95%
Holdings3,5435
YTD Return+13.14%+15.56%
1Y Return+22.35%+28.39%
3Y Return (annualized)+21.83%-
5Y Return (annualized)+12.01%-
Volatility (annualized)15.3%16.9%
Max Drawdown-56.6%-11.2%
Fund FamilyVanguard (US)State Street Investment Management
CategoryEquityEquity
InceptionMay 24, 2001Jul 29, 2025

VTI vs XLKI Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and State Street Technology Select Sector SPDR Premium Income ETF (XLKI) is a ETF from State Street Investment Management. Over the past year VTI returned +22.35% while XLKI returned +28.39%. Year to date, VTI is up 13.14% versus a gain of 15.56% for XLKI.

Risk: Volatility and Drawdowns

XLKI has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 15.3% for VTI. 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 -56.6% for VTI and -11.2% for XLKI. 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VTI charges 0.03% per year while XLKI charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 17.95% for XLKI.

Holdings Overlap

0.0%overlap

VTI and XLKI share 0 holdings out of 2789 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, VTI or XLKI?

VTI has an expense ratio of 0.03% while XLKI charges 0.35%. VTI is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, VTI or XLKI?

Over the past year VTI returned +22.35% vs +28.39% for XLKI, so XLKI leads on 1-year performance. Over the longest common window we track (1 years), VTI annualized +8.09% vs +25.73% for XLKI. Past performance does not guarantee future results.

Which is riskier, VTI or XLKI?

XLKI has been the more volatile fund at 16.9% annualized versus 15.3% for VTI. Worst drawdown: VTI -56.6% vs XLKI -11.2%.

Should I hold both VTI and XLKI?

VTI and XLKI have a monthly-return correlation of 0.90, 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 VTI and XLKI?

VTI and XLKI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2789 unique securities.

Which pays a higher dividend, VTI or XLKI?

VTI yields 1.07% while XLKI yields 17.95%, so XLKI currently pays the higher dividend yield.

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