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Technology Select Sector SPDR (XLK)

Sector — Tech · Benchmark: Index Benchmark · Domiciled in US

AUM
$81.5B
Expense ratio
9.00%
Inception
2013-07-15
VMCI-Composite
56/100
5y CAGR
14.6%

VMCI-Composite holdings score

ValueMarkers builds the VMCI-Composite by taking the underlying VMCI score for each of the ETF's top-10 holdings and weighting it by the holding's share of the fund. The number summarizes the fundamentals of the largest positions on the five-pillar framework — Value, Quality, Integrity, Growth, Risk.

Technology Select Sector SPDR — analysis

Technology Select Sector SPDR (XLK) is the sector — tech ETF that holds $81.5B in assets, charging 9 bps per year against a Index Benchmark. The fund inception date is 2013-07-15, which gives the strategy roughly 13 years of live track record on the ValueMarkers screen.

VMCI-Composite read on XLK: 56/100. The metric distills 120 indicators across each of the top-10 underlying companies into a single fund-level score, comparable across the sector — tech cohort. Tilt: mid-table composite quality.

Performance read on XLK: 5y CAGR of 14.6%, below the 15.0% benchmark print. Trailing 1y 13.2%, 3y CAGR 14.4%, YTD 0.6%.

XLK distribution profile: 1.10% yield, 0.6% 5y distribution CAGR. Income buyers typically weigh the two against each other when sizing positions in the sector — tech sleeve.

XLK structure read: 30% concentration in top 10, Technology leading at 32%, and AAPL the top single-name position at 3.52%.

Comparison set on XLK: SMH, SOXX. With three peers each operating in the sector — tech bucket, the active question for the buyer is which methodology and which cost line wins on a five-year, after-tax basis.

Top 25 holdings

#TickerWeightVMCI
1AAPL3.52%51
2MSFT3.31%79
3NVDA3.27%48
4AMZN3.19%55
5GOOGL2.94%41
6META2.77%42
7BRK-B2.77%63
8TSLA2.68%71
9V2.60%43
10JPM2.47%62
11UNH2.22%68
12XOM2.18%55
13JNJ2.10%47
14PG1.85%66
15MA1.64%89
16HD1.64%47
17MRK1.43%81
18AVGO1.38%54
19PEP1.17%40
20COST1.13%82
21KO1.05%81
22WMT0.96%69
23BAC0.71%49
24CVX0.50%42
25ADBE0.50%61

Performance & income

YTD
0.6%
1y total return
13.2%
3y CAGR
14.4%
5y CAGR vs benchmark
14.6% / 15.0%
Dividend yield
1.10%
5y distribution CAGR
0.6%

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Data refreshed at request time and cached for 6 hours. As of 2026-05-15.

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