ETF comparison
XLK vs XSD
Technology vs Semiconductors.
State Street Technology Select Sector SPDR ETF · State Street SPDR S&P Semiconductor ETF
Holdings overlap
15 positions appear in both funds. Buying equal dollars of XLK and XSD would leave roughly 17.9% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
XLK is 27 bps cheaper than XSD. On a $100,000 position that's about $270/yr more in fees for XSD.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with XLK vs XSD.
Top shared holdings
15 shared in total| # | Holding | In XLK | In XSD | Overlap |
|---|---|---|---|---|
| 1 | Advanced Micro Devices Inc | 2.95% | 2.77% | 2.77% |
| 2 | NVIDIA Corp | 15.50% | 2.62% | 2.62% |
| 3 | Broadcom Inc | 5.37% | 2.53% | 2.53% |
| 4 | Micron Technology Inc | 3.39% | 2.25% | 2.25% |
| 5 | Intel Corp | 1.85% | 2.57% | 1.85% |
| 6 | Texas Instruments Inc | 1.57% | 2.73% | 1.57% |
| 7 | Analog Devices Inc | 1.38% | 2.78% | 1.38% |
| 8 | QUALCOMM Inc | 1.22% | 2.67% | 1.22% |
| 9 | Monolithic Power Systems Inc | 0.47% | 2.84% | 0.47% |
| 10 | NXP Semiconductors NV | 0.44% | 2.74% | 0.44% |
| 11 | Microchip Technology Inc | 0.31% | 2.74% | 0.31% |
| 12 | ON Semiconductor Corp | 0.22% | 2.91% | 0.22% |
Only in XLK
59 total- Apple Inc 13.63%
- Microsoft Corp 10.05%
- Palantir Technologies Inc 2.98%
- Cisco Systems Inc 2.73%
- Applied Materials Inc 2.42%
- Lam Research Corp 2.38%
- Oracle Corp 2.22%
- International Business Machines Corp 2.02%
- KLA Corp 1.72%
- Salesforce Inc 1.56%
Only in XSD
29 total- Marvell Technology Inc 3.06%
- Power Integrations Inc 3.05%
- Cirrus Logic Inc 2.98%
- Impinj Inc 2.89%
- Silicon Laboratories Inc 2.88%
- Lattice Semiconductor Corp 2.84%
- MACOM Technology Solutions Holdings Inc 2.78%
- Qorvo Inc 2.75%
- SiTime Corp 2.75%
- Allegro MicroSystems Inc 2.66%
Open XLK or XSD 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 methodology and 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.