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VGT vs XLK: Performance & Backtest Comparison

XLK delivered the higher return - 15.21% CAGR vs 15.14% - over 2004-02-29 → 2026-06-30.

Growth comparison

Drawdown

Annual returns

VGTXLK
NameVanguard Information Tech ETFState Street Technology Select Sector SPDR ETF
CAGR15.14%15.21%
Total return2258.19%2289.77%
Volatility19.52%18.68%
Max drawdown-50.60%Feb 2009-49.46%Feb 2009
Sharpe0.740.76
Sortino1.171.23
Best year61.89%56.02%
Worst year-42.82%-41.51%
Final balance$235,819$238,977

Correlation of monthly returns: 0.99. Wondering if you need both? Check their fund overlap →

All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.

Which has performed better, VGT or XLK?

Over 2004-02-29 to 2026-06-30, XLK performed better: 15.21% annualized versus 15.14% for VGT, with dividends reinvested. Past performance does not guarantee future results.

How similar are VGT and XLK?

Their monthly returns have a correlation of 0.99 over the common period. VGT is Vanguard Information Tech ETF; XLK is State Street Technology Select Sector SPDR ETF.

Which is riskier, VGT or XLK?

Over the common period VGT had 19.52% annualized volatility and a -50.60% max drawdown, versus 18.68% and -49.46% for XLK.