$10,000 Invested in XLK on New Year’s Eve Is Worth $13,434 Today
View original at finance.yahoo.com$10,000 Invested in XLK on New Year’s Eve Is Worth $13,434 Today Quick Read XLK returned 34% year to date versus SPY's 11%, turning $10,000 into $13,434 and beating even QQQ by 14 percentage points…
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XLK's top three holdings (NVIDIA, Apple, Microsoft) account for 40% of net assets; NVIDIA at 14.93% and Apple at 13.23% together represent 28.16%
60% confidenceNVIDIA Q1 FY27 Data Center revenue was $75.2 billion, growing 92% year over year
60% confidenceNVIDIA Q1 FY27 Networking revenue (InfiniBand and NVLink) tripled to $14.8 billion, up 199% year over year
60% confidenceXLK expense ratio is 8 basis points according to the State Street fact sheet
60% confidenceApple reported a record $111 billion March quarter revenue
60% confidenceNVIDIA Q1 FY27 non-GAAP gross margin held at 75.0%
60% confidenceXLK pays a dividend yield of approximately 0.62%, which barely moves the needle over a five-month window
60% confidenceXLK's 3:1 edge over the S&P 500 depends on hyperscaler capex holding, China export rules staying stable, and Apple's Services growth continuing
60% confidenceXLK returned 34% year to date versus SPY's 11%, turning $10,000 into $13,434 and beating QQQ by 14 percentage points
60% confidenceNVIDIA Q1 FY27 total revenue was $81.6 billion, up 85% year over year
60% confidenceXLK's semiconductor and semiconductor-equipment holdings comprise 38.64% of the portfolio; software comprises 32.7%
60% confidenceNVIDIA is up 17% year to date and Apple is up 15% year to date as of June 4, 2026
60% confidence
Data points we hold from this source
| NVIDIA Corporation · portfolio weight xlk | 14.93 percent |
| NVIDIA Corporation · networking revenue | 14.8 USD |
| Apple Inc. · portfolio weight xlk | 13.23 percent |