Compare · 2 funds side by side · dividends reinvested

FDN and IYC

FDNFirst Trust×IYCiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,773IYC · best of the two

02 / 04

FDN and IYC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Consumer Discretionary ETFSectors · Consumer0.37%0.49%+3.9%+3.5%+19.1%+5.8%−12.0%16.1%$1.3B1.1

First Trust Dow Jones Internet Index FundSectors · Technology0.49%0.00%+1.3%−4.0%+21.8%+2.5%−20.4%21.5%$4.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FDN 2006 · IYC 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Internet Index Fund · $4.8B$10,702

FDN

IYC

iShares U.S. Consumer Discretionary ETF · $1.3B$12,773

$10,000 five years ago, dividends reinvested · they hold 21.1% in common

FDNMeasureIYC

+1.3%Year to dateJan 1 → Nov 5+3.9%

−4.0%1 yearTotal return+3.5%

+21.8%3 years · per year$10,000 became $18,059 · $16,912+19.1%

+2.5%5 years · per year$10,000 became $11,295 · $13,255+5.8%

0.49%Expense ratio$49 · $37 a year on $10k · lower is better0.37%

0.00%Trailing 12-mo yield$0 · $49 a year on $10k0.49%

−20.4%Worst dropSmaller is better−12.0%

21.5%VolatilityLower is calmer16.1%

FDNIYC Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7IYC wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDN vs IYC: Top 5 Holdings

Today

FDN

40.7%in top 5

IYC

in top 534.5%

FDNStockIYC

11.1%AMZN13.7%

10.1%METAnot top 5

8.7%CSCOnot top 5

not top 5TSLA7.4%

5.8%NFLXnot top 5

5.1%GOOGLnot top 5

not top 5WMT4.7%

not top 5HD4.4%

not top 5COST4.3%

Held in common21.1%

End-of-day Nov 5, 2026 · share of each fund

FDN vs IYC Returns, Every Period

First TrustFDN

+2.5%

5 years, per year

IYCiShares

+5.8%

5 years, per year

FDNIYCFaded: behind in that period

1–3IYC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FDN vs IYC

YTD

First TrustFDN

+1.3%

IYCiShares

+3.9%

+1.3%Year to date+3.9%

−20.4%Worst drop · 1Y−12.0%

21.5%Volatility · 1Y16.1%

0.0%Yield0.5%

$4.8BAssets$1.3B

4–0IYC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDN, IYC

Today

0.37%lowest, IYC

FundExpense ratioFee$10k

IYC0.37%$37

FDN0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FDN, IYC

0.49%highest, IYC

FundTrailing yieldYield$10k

IYC0.49%$49

FDN0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$12most kept, IYC

IYC$49 − $37 = $12

FDN$0 − $49 = −$49

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FDN, IYC

Today

21.1%most shared, FDN and IYC

FDNIYC

FDN—21.1%

IYC21.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.5%IYC, at 16.1% volatility

IYCWorst drop−12.0%16.1% vol

FDNWorst drop−20.4%21.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IYCFDN

+3.9%Year to date+1.3%

0.5%Yield0.0%

+3.5%Past year−4.0%

0.37%Fee0.49%

4–0IYC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026