ETF comparison
KOMPvsXLK
Thematic vs Technology.
State Street SPDR S&P Kensho New Economies Composite ETF · State Street Technology Select Sector SPDR ETF
Holdings overlap
36 positions appear in both funds. Buying equal dollars of KOMP and XLK would leave roughly7.4%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
XLK is 12 bps cheaper than KOMP. On a $100,000 position that's about $120/yr more in fees for KOMP.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with KOMP vs XLK.
Top shared holdings
36 shared in total| # | Holding | In KOMP | In XLK | Overlap |
|---|---|---|---|---|
| 1 | KLA Corp | 0.83% | 2.20% | 0.83% |
| 2 | NVIDIA Corp | 0.67% | 14.65% | 0.67% |
| 3 | Micron Technology Inc | 0.50% | 5.42% | 0.50% |
| 4 | Cisco Systems Inc | 0.34% | 2.58% | 0.34% |
| 5 | Coherent Corp | 0.32% | 0.43% | 0.32% |
| 6 | Applied Materials Inc | 0.32% | 3.20% | 0.32% |
| 7 | QUALCOMM Inc | 0.23% | 1.09% | 0.23% |
| 8 | Autodesk Inc | 0.33% | 0.23% | 0.23% |
| 9 | Teradyne Inc | 0.23% | 0.42% | 0.23% |
| 10 | ServiceNow Inc | 0.22% | 0.57% | 0.22% |
| 11 | ON Semiconductor Corp | 0.54% | 0.21% | 0.21% |
| 12 | Palo Alto Networks Inc | 0.19% | 1.54% | 0.19% |
Only in KOMP
466 total- Ouster Inc1.33%
- 3D Systems Corp1.09%
- Himax Technologies Inc1.06%
- Ambarella Inc1.04%
- Twist Bioscience Corp1.01%
- Bruker Corp0.97%
- Elbit Systems Ltd0.92%
- AeroVironment Inc0.88%
- Stratasys Ltd0.76%
- FuelCell Energy Inc0.76%
Only in XLK
39 total- Advanced Micro Devices Inc5.28%
- Intel Corp3.68%
- Lam Research Corp3.02%
- Sandisk Corp1.88%
- Texas Instruments Inc1.51%
- Palantir Technologies Inc1.49%
- International Business Machines Corp1.47%
- Marvell Technology Inc1.45%
- Oracle Corp1.39%
- Western Digital Corp1.23%
Open KOMP or XLK at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.