Compare · 2 funds side by side · dividends reinvested

FRI and XLK

FRIFirst Trust×XLKSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$23,003XLK · best of the two

02 / 04

FRI and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust S&P REIT Index FundSectors · Real estate0.51%2.52%+17.9%+17.8%+17.3%+3.9%−12.1%13.6%$204M1.5

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.47%+23.0%+17.5%+30.2%+18.1%−15.9%27.3%$117B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: FRI 2007 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S&P REIT Index Fund · $204M$12,099

FRI

XLK

State Street Technology Select Sector SPDR ETF · $117B$23,003

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FRIMeasureXLK

+17.9%Year to dateJan 1 → Nov 4+23.0%

+17.8%1 yearTotal return+17.5%

+17.3%3 years · per year$10,000 became $16,141 · $22,087+30.2%

+3.9%5 years · per year$10,000 became $12,099 · $23,003+18.1%

0.51%Expense ratio$51 · $8 a year on $10k · lower is better0.08%

2.52%Trailing 12-mo yield$252 · $47 a year on $10k0.47%

−12.1%Worst dropSmaller is better−15.9%

13.6%VolatilityLower is calmer27.3%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FRI vs XLK: Top 5 Holdings

Today

FRI

36.0%in top 5

XLK

in top 551.7%

FRIStockXLK

not top 5NVDA15.5%

not top 5AAPL15.0%

12.8%WELLnot top 5

not top 5MSFT12.0%

9.1%PLDnot top 5

not top 5AVGO4.9%

4.8%SPGnot top 5

4.7%DLRnot top 5

4.7%EQIXnot top 5

not top 5AMD4.4%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

FRI vs XLK Returns, Every Period

First TrustFRI

+3.9%

5 years, per year

XLKSPDR

+18.1%

5 years, per year

FRIXLKFaded: behind in that period

1–3XLK wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FRI vs XLK

YTD

First TrustFRI

+17.9%

XLKSPDR

+23.0%

+17.9%Year to date+23.0%

−12.1%Worst drop · 1Y−15.9%

13.6%Volatility · 1Y27.3%

2.5%Yield0.5%

$204MAssets$117B

3–1FRI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FRI, XLK

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

FRI0.51%$51

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FRI, XLK

2.52%highest, FRI

FundTrailing yieldYield$10k

FRI2.52%$252

XLK0.47%$47

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$201most kept, FRI

FRI$252 − $51 = $201

XLK$47 − $8 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FRI, XLK

Today

0.0%most shared, FRI and XLK

FRIXLK

FRI—0.0%

XLK0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.8%FRI, at 13.6% volatility

FRIWorst drop−12.1%13.6% vol

XLKWorst drop−15.9%27.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FRIXLK

+17.9%Year to date+23.0%

2.5%Yield0.5%

+17.8%Past year+17.5%

0.51%Fee0.08%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 4, 2026

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 4, 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 4, 2026