Compare · 2 funds side by side · dividends reinvested

FXG and XLK

FXGFirst Trust×XLKSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,952XLK · best of the two

02 / 04

FXG and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+13.2%+11.1%+26.4%+15.9%−19.6%28.5%$117B1.4

First Trust Consumer Staples AlphaDEX FundSectors · Consumer0.63%2.00%+5.5%+5.2%+5.0%+3.8%−16.0%15.1%$215M1.6

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: FXG 2007 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Consumer Staples AlphaDEX Fund · $215M$12,045

FXG

XLK

State Street Technology Select Sector SPDR ETF · $117B$20,952

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

FXGMeasureXLK

+5.5%Year to dateJan 1 → Nov 5+13.2%

+5.2%1 yearTotal return+11.1%

+5.0%3 years · per year$10,000 became $11,563 · $20,176+26.4%

+3.8%5 years · per year$10,000 became $12,045 · $20,952+15.9%

0.63%Expense ratio$63 · $8 a year on $10k · lower is better0.08%

2.00%Trailing 12-mo yield$200 · $51 a year on $10k0.51%

−16.0%Worst dropSmaller is better−19.6%

15.1%VolatilityLower is calmer28.5%

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

3–5XLK wins

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

More Ways to See the Pairs

FXG vs XLK: Top 5 Holdings

Today

FXG

21.7%in top 5

XLK

in top 552.7%

FXGStockXLK

not top 5AAPL15.8%

not top 5NVDA15.0%

not top 5MSFT12.8%

not top 5AVGO4.8%

4.7%FRPTnot top 5

not top 5AMD4.5%

4.4%CAHnot top 5

4.4%POSTnot top 5

4.1%MKCnot top 5

4.1%PPCnot top 5

Held in common0.0%

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

FXG vs XLK Returns, Every Period

First TrustFXG

+3.8%

5 years, per year

XLKSPDR

+15.9%

5 years, per year

FXGXLKFaded: behind in that period

0–4XLK wins

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

FXG vs XLK

YTD

First TrustFXG

+5.5%

XLKSPDR

+13.2%

+5.5%Year to date+13.2%

−16.0%Worst drop · 1Y−19.6%

15.1%Volatility · 1Y28.5%

2.0%Yield0.5%

$215MAssets$117B

3–1FXG wins

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

Cost, Income and Risk

Fees: FXG, XLK

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

FXG0.63%$63

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

Yields: FXG, XLK

2.00%highest, FXG

FundTrailing yieldYield$10k

FXG2.00%$200

XLK0.51%$51

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

Income After Fees on $10,000

$137most kept, FXG

FXG$200 − $63 = $137

XLK$51 − $8 = $43

KeptFee

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

Overlap: FXG, XLK

Today

0.0%most shared, FXG and XLK

FXGXLK

FXG—0.0%

XLK0.0%—

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

Return vs Bumpiness: 2 ETFs

+11.1%XLK, at 28.5% volatility

FXGWorst drop−16.0%15.1% vol

XLKWorst drop−19.6%28.5% vol

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

Paid More vs Made More

YTD

FXGXLK

+5.5%Year to date+13.2%

2.0%Yield0.5%

+5.2%Past year+11.1%

0.63%Fee0.08%

3–1XLK wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

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

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026