SPLG vs XLK: Complete Comparison

SPDR Portfolio S&P 500 ETF vs Technology Select Sector SPDR Fund โ€” overlap, correlation, performance & risk analysis

Holdings Overlap
44.68%
Moderate Overlap
Shared Holdings
4 of 10
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

SPLG
XLK
44.7%
SPLG Only
Overlap
XLK Only

๐Ÿ“ˆ Comparison

Metric
SPLG
XLK
1 Year Return
N/A
+35.2%
3 Year Return
N/A
+15.8%
5 Year Return
N/A
+25.5%
Volatility
undefined%
24.20%
Expense Ratio
0.50%
0.10%โœ“
โš ๏ธ Past performance does not guarantee future results. Data may be delayed.

โš”๏ธ Comparison

2 - 12

๐Ÿ† XLK wins this comparison

Key Factors

๐Ÿ’ฐ Expense Ratio
SPLG:0.50%โœ“
vs
XLK:0.10%โœ“
๐ŸŽฏ Number of Holdings
SPLG:10 holdingsโœ“
vs
XLK:65 holdingsโœ“
โ–ถAdditional Metrics (3)
โš–๏ธ Concentration Risk
SPLG: 34.8% in top 10โœ“
XLK: 62.3% in top 10
๐Ÿ“Š Assets Under Management
SPLG: $5B
XLK: $55B โœ“โœ“
๐Ÿ” Uniqueness vs SPY
SPLG: 62.4% unique
XLK: 65.5% uniqueโœ“

Bottom line: XLK wins with better expense ratio and number of holdings. Consider XLK for your portfolio, but SPLG is still a solid choice if you prefer its specific advantages.

Detailed Overlap Analysis

4 shared holdings representing 44.7% portfolio overlap

Top Shared Holdings

#StockSPLG WeightXLK WeightOverlap
1
AAPL
Apple Inc
7.10%13.10%7.10%
2
MSFT
Microsoft Corp
6.08%11.75%6.08%
3
NVDA
NVIDIA Corp
5.92%14.84%5.92%
4
AVGO
Broadcom Inc
1.72%5.36%1.72%

Overlap by Sector

Technology
4 stocks ยท 20.82% overlap

Showing top 5 sectors by overlap contribution

4
Shared Stocks
44.7%
Total Overlap
1
Sectors Represented

Top Holdings Only in SPLG

Unique to SPLG

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
AMZNAmazon.com Inc3.85%
METAMeta Platforms Inc2.72%
GOOGLAlphabet Inc Class A2.18%
GOOGAlphabet Inc Class C1.82%
BRK.BBerkshire Hathaway Inc1.78%

Top Holdings Only in XLK

Unique to XLK

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
PLTRPLTR3.75%
AMDAMD2.96%
ORCLORCL2.81%
MUMU2.72%
CSCOCSCO2.60%

Price Correlation

How We Calculate Overlap

We use the minimum weight method with normalization to calculate portfolio overlap:

Overlap = ฮฃ min(weightA, weightB) for each shared holding

Normalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).

Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.

๐Ÿ“Š This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.

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