VTIP vs XLK

VTIP vs XLK

Which is better, VTIP or XLK?

XLK has been ahead.

VTIP has a lower expense ratio. XLK led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VTIPHigher Returns: XLK

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

MetricVTIPXLK
Expense Ratio0.03%Best0.08%
AUM$19.8B$119.7B
Dividend Yield4.16%0.43%
Holdings2577
YTD Return+1.19%+36.35%Best
1Y Return+1.54%+39.42%Best
3Y Return (annualized)+5.23%+34.40%Best
5Y Return (annualized)+3.18%+21.36%Best
Volatility (annualized)2.4%Best19.0%
Max Drawdown-7.1%Best-33.6%
$10,000 over 5 years$11,694$26,326Best
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryFixed IncomeEquity
Style-Large Cap Growth
InceptionOct 12, 2012Dec 16, 1998

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 16, 2012 to Sep 22, 2026 (13.9 years).

VTIP 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

VTIP vs XLK Performance

Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) 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 VTIP returned +1.54% while XLK returned +39.42%. Year to date, VTIP is up 1.19% versus a gain of 36.35% for XLK.

Over three years, VTIP compounded at +5.23% per year against +34.40% for XLK; over five years the annualized figures are +3.18% and +21.36% respectively. Across the full 14-year window we track, XLK has the edge at +20.49% annualized vs +1.52%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XLK has been the more volatile fund, with annualized monthly volatility of 19.0% compared with 2.4% for VTIP. 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 -7.1% for VTIP and -33.6% 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 0.42. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VTIP charges 0.03% per year while XLK charges 0.08%. On a $10,000 position that is $3 vs $8 annually, a gap of $5 per year that compounds over a long holding period. On income, VTIP currently yields 4.16% against 0.43% for XLK.

Holdings Overlap

We hold position weights for 24 holdings in VTIP and 74 in XLK, totalling 89.6% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 24 positions we hold weights for in VTIP and 74 in XLK, against full books of 25 and 77.

You are not choosing between two funds in isolation.

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

VTIPXLK

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VTIP or XLK?

VTIP has an expense ratio of 0.03% while XLK charges 0.08%. VTIP is the cheaper option, by $5 a year on a $10,000 investment.

Which performed better, VTIP or XLK?

Over the past year VTIP returned +1.54% vs +39.42% for XLK, so XLK leads on 1-year performance. Over the longest common window we track (14 years), VTIP annualized +1.52% vs +20.49% for XLK. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VTIP or XLK?

XLK has been the more volatile fund at 19.0% annualized versus 2.4% for VTIP. Worst drawdown: VTIP -7.1% vs XLK -33.6%.

Should I hold both VTIP and XLK?

VTIP and XLK have a monthly-return correlation of 0.42, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, VTIP or XLK?

VTIP yields 4.16% while XLK yields 0.43%, so VTIP currently pays the higher dividend yield.

Is XLK better than VTIP?

VTIP has a lower expense ratio. XLK led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.