VV vs XLK

VV vs XLK

Which is better, VV or XLK?

Large Cap Blend against Large Cap Growth.

VV has a lower expense ratio. XLK led over 1Y, 3Y, 5Y and the full window. VV is less concentrated, with 36.6% of the fund in its ten largest positions against 61.3%.

Lower Fees: VVHigher Returns: XLKLess Concentrated: VV

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

MetricVVXLK
Expense Ratio0.03%Best0.08%
AUM$52.6B$119.7B
Dividend Yield0.99%0.43%
Holdings43777
YTD Return+12.48%+30.37%Best
1Y Return+17.30%+39.20%Best
3Y Return (annualized)+21.49%+30.96%Best
5Y Return (annualized)+12.56%+20.02%Best
Volatility (annualized)14.8%Best18.8%
Max Drawdown-56.0%-53.6%Best
$10,000 over 5 years$18,068$24,904Best
Top 10 Weight36.6%Best61.3%
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionJan 27, 2004Dec 16, 1998

Volatility and max drawdown are measured over the window both funds cover: Jan 30, 2004 to Sep 11, 2026 (22.6 years).

VV 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 22.6 years both funds cover.

VV vs XLK Performance

Vanguard Morningstar Large-Cap ETF (VV) 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 VV returned +17.30% while XLK returned +39.20%. Year to date, VV is up 12.48% versus a gain of 30.37% for XLK.

Over three years, VV compounded at +21.49% per year against +30.96% for XLK; over five years the annualized figures are +12.56% and +20.02% respectively. Across the full 23-year window we track, XLK has the edge at +13.75% annualized vs +9.44%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XLK has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 14.8% for VV. 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 -56.0% for VV 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VV 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, VV currently yields 0.99% against 0.43% for XLK.

Holdings Overlap

VV already in XLK37.2%
XLK already in VV97.5%

37.2% of VV's money is in holdings XLK also owns. 97.5% of XLK's money is in holdings VV also owns.

Most of XLK is already inside VV. Owning both mostly buys the same companies twice.

58 positions in common, counted across the 431 positions we hold weights for in VV and 74 in XLK, against full books of 437 and 77.

What only one of them owns

Measured across the 431 and 74 positions we hold weights for.

VV holds 360 positions XLK does not, 62.0% of the fund.

Largest: AMZN 3.65%, GOOGL 3.31%, GOOG 2.61%, META 1.95%, TSLA 1.87%

Top Shared Holdings

StockWeight in VVWeight in XLKDifference
NVDANvidia Corp.7.27%14.47%7.20%
AAPLApple, Inc6.72%12.26%5.54%
MSFTMicrosoft Corp 4.100 Feb 06 374.38%9.91%5.53%
AVGOBroadcom Inc2.83%5.40%2.57%
MUMicron Technology, Inc.2.06%3.63%1.57%
AMDAdvanced Micro Devices Inc.1.50%4.01%2.51%
INTCIntel Corp.0.89%3.13%2.24%
CSCOCisco Systems Inc. - Ordinary Shares0.66%3.12%2.46%
AMATApplied Materials, Inc.0.91%2.79%1.88%
LRCXLam Research Corp0.86%2.54%1.68%

97.5% of XLK is already inside VV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

VVXLK

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VV or XLK?

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

Which performed better, VV or XLK?

Over the past year VV returned +17.30% vs +39.20% for XLK, so XLK leads on 1-year performance. Over the longest common window we track (23 years), VV annualized +9.44% vs +13.75% for XLK. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VV or XLK?

XLK has been the more volatile fund at 18.8% annualized versus 14.8% for VV. Worst drawdown: VV -56.0% vs XLK -53.6%.

Should I hold both VV and XLK?

VV and XLK have a monthly-return correlation of 0.89, 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 VV and XLK?

97.5% of XLK's money is in holdings VV also owns. 97.5% of XLK's is in holdings VV also owns. They hold 58 positions in common, counted across the 431 positions we hold weights for in VV and 74 in XLK.

Which pays a higher dividend, VV or XLK?

VV yields 0.99% while XLK yields 0.43%, so VV currently pays the higher dividend yield.

Is XLK better than VV?

VV has a lower expense ratio. XLK led over 1Y, 3Y, 5Y and the full window. VV is less concentrated, with 36.6% 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.