Technology Select Sector SPDR Fund (S&P 500 technology sector) against Fidelity MSCI Information Technology Index ETF (MSCI USA IMI Information Technology 25/50) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| XLK | FTEC | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +29.3% | — | — |
| 1Y CAGR | +40.1% | — | — |
| 3Y CAGR | +30.6% | — | — |
| 5Y CAGR | +19.5% | — | — |
| 10Y CAGR | +24.2% | — | — |
| Since inception CAGR | +10.4% | — | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is XLK minus FTEC. XLK since-inception measured from first available bar December 22, 1998. Since-inception spans differ — compare that row with care.
| XLK | FTEC | |
|---|---|---|
| Name | State Street Technology Select Sector SPDR ETF | Fidelity MSCI Information Technology Index ETF |
| Category | Technology | Technology |
| Style | Passive | Active |
| Expense ratio | 0.08% | — |
| Assets (AUM) | $115.4B | $19.9B |
| Dividend yield | 0.45% | 0.37% |
| Avg volume (3-mo) | 10.4M | 326K |
| Inception | December 16, 1998 | October 21, 2013 |
| Benchmark proxy | S&P 500 | S&P 500 |
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.
| Shared holding | XLK | FTEC | MIN |
|---|---|---|---|
| NVDANVIDIA Corp | 13.79% | 16.52% | 13.79% |
| AAPLApple Inc | 12.87% | 17.40% | 12.87% |
| MSFTMicrosoft Corp | 9.79% | 10.55% | 9.79% |
| AVGOBroadcom Inc | 5.23% | 4.16% | 4.16% |
| MUMicron Technology Inc | 3.63% | 4.04% | 3.63% |
| AMDAdvanced Micro Devices Inc | 4.20% |
| 3.23% |
| 3.23% |
| CSCOCisco Systems Inc | 3.17% | 1.86% | 1.86% |
| AMATApplied Materials Inc | 2.79% | 1.66% | 1.66% |
| INTCIntel Corp | 2.95% | 1.66% | 1.66% |
| LRCXLam Research Corp | 2.54% | 1.56% | 1.56% |
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.