ETF Rebalancing Calculator

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Sector ETFs

XLK

Technology Select Sector SPDR Fund

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Technology Select Sector SPDR Fund (XLK) is an exchange-traded fund that provides investors with exposure to specific industry sectors. It carries an expense ratio of 0.09%. The fund offers a dividend yield of approximately 0.57%. The portfolio holds 68 securities.

Category

Sector ETFs

Dividend Yield

0.57%

Expense Ratio

0.09%

Holdings

68

Dividend History

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Top Holdings

1Microsoft
2Apple
3Broadcom
4Nvidia
5Salesforce

Key Features

  • Technology sector
  • Large-cap tech stocks
  • Growth potential
  • Innovation

Advantages

  • High growth potential
  • Innovation-driven
  • Benefits from digital transformation
  • High profitability

Risks

  • High volatility
  • Valuation risk
  • Regulatory risk
  • Intensifying competition

Rebalancing Strategy

Growth-focused portfolio; consider overlap with QQQ

XLK Investment Analysis

XLK (Technology Select Sector SPDR Fund) is a Sector ETFs ETF comprising 68 holdings. It has an expense ratio of 0.09% and a dividend yield of 0.57%. Its very low expense ratio makes it well-suited for long-term investing.

This ETF focuses on capital growth rather than dividend income.

XLK can play an important role in your portfolio. Due to its concentrated nature, consider combining it with other ETFs for diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

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