Compare · 2 funds side by side · dividends reinvested

FDN and IYW

FDNFirst Trust×IYWiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,504IYW · best of the two

02 / 04

FDN and IYW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Technology ETFSectors · Technology0.37%0.10%+20.0%+15.2%+33.2%+17.6%−16.8%25.0%$23.5B1.1

First Trust Dow Jones Internet Index FundSectors · Technology0.49%0.00%−1.0%−6.2%+21.4%+1.8%−20.4%21.3%$4.7B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: FDN 2006 · IYW 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Internet Index Fund · $4.7B$10,948

FDN

IYW

iShares U.S. Technology ETF · $23.5B$22,504

$10,000 five years ago, dividends reinvested · they hold 12.6% in common

FDNMeasureIYW

−1.0%Year to dateJan 1 → Nov 3+20.0%

−6.2%1 yearTotal return+15.2%

+21.4%3 years · per year$10,000 became $17,878 · $23,633+33.2%

+1.8%5 years · per year$10,000 became $10,948 · $22,504+17.6%

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

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

−20.4%Worst dropSmaller is better−16.8%

21.3%VolatilityLower is calmer25.0%

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

1–7IYW wins

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

More Ways to See the Pairs

FDN vs IYW: Top 5 Holdings

Today

FDN

40.1%in top 5

IYW

in top 554.0%

FDNStockIYW

not top 5AAPL17.4%

not top 5NVDA16.7%

not top 5MSFT13.6%

10.3%AMZNnot top 5

10.2%META3.2%

9.0%CSCOnot top 5

5.6%NFLXnot top 5

5.1%GOOGLnot top 5

not top 5AVGO3.2%

Held in common12.6%

End-of-day Nov 3, 2026 · share of each fund

FDN vs IYW Returns, Every Period

First TrustFDN

+1.8%

5 years, per year

IYWiShares

+17.6%

5 years, per year

FDNIYWFaded: behind in that period

0–4IYW wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FDN vs IYW

YTD

First TrustFDN

−1.0%

IYWiShares

+20.0%

−1.0%Year to date+20.0%

−20.4%Worst drop · 1Y−16.8%

21.3%Volatility · 1Y25.0%

0.0%Yield0.1%

$4.7BAssets$23.5B

3–1IYW wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDN, IYW

Today

0.37%lowest, IYW

FundExpense ratioFee$10k

IYW0.37%$37

FDN0.49%$49

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FDN, IYW

0.10%highest, IYW

FundTrailing yieldYield$10k

IYW0.10%$10

FDN0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$27most kept, IYW

IYW$10 − $37 = −$27

FDN$0 − $49 = −$49

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FDN, IYW

Today

12.6%most shared, FDN and IYW

FDNIYW

FDN—12.6%

IYW12.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.2%IYW, at 25.0% volatility

FDNWorst drop−20.4%21.3% vol

IYWWorst drop−16.8%25.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IYWFDN

+20.0%Year to date−1.0%

0.1%Yield0.0%

+15.2%Past year−6.2%

0.37%Fee0.49%

4–0IYW wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026