XLK vs XLF Overlap Analysis
Comparing Technology Select Sector SPDR Fund and Financial Select Sector SPDR Fund
Visual Overlap
⚔️Head-to-Head Comparison
🏆 XLK wins this comparison
Key Factors
▶Additional Metrics (5)
Bottom line: XLK wins with better 5-year return. Both have the same expense ratio, so cost isn't a differentiator. Consider XLK for your portfolio, but XLF is still a solid choice if you prefer its specific advantages.
Shared Holdings (0 of 10 analyzed)
XLK & XLF Intersection
| Symbol | Name | XLK | XLF | Min |
|---|
Min Weight: The minimum weight between the two ETFs for each shared holding. This represents the true overlap contribution.
Data sourced from official fund providers. Showing top holdings for educational analysis.
Top Holdings Only in XLK
Unique to XLK
| Symbol | Name | Weight |
|---|---|---|
| AAPL | Apple Inc | 0.21% |
| MSFT | Microsoft Corp | 0.20% |
| NVDA | NVIDIA Corp | 0.16% |
| AVGO | Broadcom Inc | 0.05% |
| CRM | Salesforce Inc | 0.03% |
Top Holdings Only in XLF
Unique to XLF
| Symbol | Name | Weight |
|---|---|---|
| BRK.B | Berkshire Hathaway Inc Class B | 0.13% |
| JPM | JPMorgan Chase & Co | 0.11% |
| V | Visa Inc | 0.08% |
| MA | Mastercard Inc | 0.07% |
| BAC | Bank of America | 0.06% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = Σ min(weightA, weightB) for each shared holdingNormalization: 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.
📊 This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.