AVUV vs XLK

Avantis US Small Cap Value ETF vs Technology Select Sector SPDR Fund

Quick take
  • XLK has the lower expense ratio at 0.08% vs 0.25% for AVUV.
  • AVUV pays a higher dividend yield (1.29%).

Side-by-side metrics

MetricAVUVXLK
Expense ratio
Annual fee. Lower is better.
0.25%0.08%
Dividend yield
Trailing 12-month yield.
1.29%0.48%
AUM
Assets under management — bigger funds are typically more liquid.
$26.16B$103.33B
YTD return
18.36%18.25%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.101.26
P/E ratio
13.4437.17
Last price
$119.18$169.69
Inception
Issuer
AvantisState Street

AVUV top holdings

Top holdings · AVUV
VSATViasat Inc1.09%
SMSM Energy Co0.94%
MATXMatson Inc0.92%
AVTAvnet Inc0.88%
FIVEFive Below Inc0.81%
GATXGATX Corp0.80%
LEALear Corp0.79%
SNEXStoneX Group Inc0.76%
AROCArchrock Inc0.75%
PLXSPlexus Corp0.75%
Sector breakdown · AVUV
Real Estate0.7%
Consumer Cyclical18.0%
Basic Materials4.9%
Consumer Defensive4.5%
Technology7.0%
Communication Services2.8%
Financial Services25.8%
Utilities0.1%
Industrials13.9%
Energy18.2%
Healthcare4.2%

XLK top holdings

Top holdings · XLK
NVDANVIDIA Corp14.78%
AAPLApple Inc12.14%
MSFTMicrosoft Corp9.23%
AVGOBroadcom Inc6.03%
MUMicron Technology Inc4.32%
AMDAdvanced Micro Devices Inc4.29%
INTCIntel Corp3.29%
CSCOCisco Systems Inc2.68%
LRCXLam Research Corp2.39%
PLTRPalantir Technologies Inc Ordinary Shares - Class A2.36%
Sector breakdown · XLK
Technology99.1%
Communication Services0.9%

About AVUV

AVUV (Avantis US Small Cap Value ETF) is US small-cap value with profitability screen. Managed by Avantis, the fund carries $26.2B in assets under management, an expense ratio of 0.25%, a dividend yield of 1.29%. Its largest holding is Viasat Inc (VSAT), which represents 1.1% of the portfolio. Real Estate is the fund's largest sector exposure at 0.7%.

About XLK

XLK (Technology Select Sector SPDR Fund) is S&P 500 tech sector pure-play. Managed by State Street, the fund carries $103.3B in assets under management, an expense ratio of 0.08%, a dividend yield of 0.48%. Its largest holding is NVIDIA Corp (NVDA), which represents 14.8% of the portfolio. Technology is the fund's largest sector exposure at 99.1%.