Compare · 2 funds side by side · dividends reinvested

FXL and FTEC

FXLFirst Trust×FTECFidelity×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,397FTEC · best of the two

02 / 04

FXL and FTEC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Information Technology Index ETFSectors · Technology0.08%0.40%+22.8%+16.9%+32.8%+17.5%−15.8%25.6%$22.1B1.4

First Trust Technology AlphaDEX FundSectors · Technology0.60%0.00%+25.0%+19.7%+26.6%+10.1%−15.2%27.2%$2.6B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: FXL 2007 · FTEC 2013

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Technology AlphaDEX Fund · $2.6B$16,150

FXL

FTEC

Fidelity MSCI Information Technology Index ETF · $22.1B$22,397

$10,000 five years ago, dividends reinvested · they hold 27.2% in common

FXLMeasureFTEC

+25.0%Year to dateJan 1 → Nov 3+22.8%

+19.7%1 yearTotal return+16.9%

+26.6%3 years · per year$10,000 became $20,276 · $23,419+32.8%

+10.1%5 years · per year$10,000 became $16,150 · $22,397+17.5%

0.60%Expense ratio$60 · $8 a year on $10k · lower is better0.08%

0.00%Trailing 12-mo yield$0 · $40 a year on $10k0.40%

−15.2%Worst dropSmaller is better−15.8%

27.2%VolatilityLower is calmer25.6%

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

3–5FTEC wins

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

More Ways to See the Pairs

FXL vs FTEC: Top 5 Holdings

Today

FXL

9.1%in top 5

FTEC

in top 555.3%

FXLStockFTEC

not top 5AAPL17.9%

not top 5NVDA17.2%

not top 5MSFT12.2%

not top 5AVGO4.2%

not top 5MU3.9%

2.0%EPAMnot top 5

1.8%NIQnot top 5

1.8%CTSHnot top 5

1.7%PTCnot top 5

1.7%MBGLnot top 5

Held in common27.2%

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

FXL vs FTEC Returns, Every Period

First TrustFXL

+10.1%

5 years, per year

FTECFidelity

+17.5%

5 years, per year

FXLFTECFaded: behind in that period

2–2Level

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

FXL vs FTEC

YTD

First TrustFXL

+25.0%

FTECFidelity

+22.8%

+25.0%Year to date+22.8%

−15.2%Worst drop · 1Y−15.8%

27.2%Volatility · 1Y25.6%

0.0%Yield0.4%

$2.6BAssets$22.1B

2–2level

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

Cost, Income and Risk

Fees: FXL, FTEC

Today

0.08%lowest, FTEC

FundExpense ratioFee$10k

FTEC0.08%$8

FXL0.60%$60

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

Yields: FXL, FTEC

0.40%highest, FTEC

FundTrailing yieldYield$10k

FTEC0.40%$40

FXL0.00%$0

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

Income After Fees on $10,000

$32most kept, FTEC

FTEC$40 − $8 = $32

FXL$0 − $60 = −$60

KeptFee

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

Overlap: FXL, FTEC

Today

27.2%most shared, FXL and FTEC

FXLFTEC

FXL—27.2%

FTEC27.2%—

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

Return vs Bumpiness: 2 ETFs

+19.7%FXL, at 27.2% volatility

FTECWorst drop−15.8%25.6% vol

FXLWorst drop−15.2%27.2% vol

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

Paid More vs Made More

YTD

FTECFXL

+22.8%Year to date+25.0%

0.4%Yield0.0%

+16.9%Past year+19.7%

0.08%Fee0.60%

2–2level

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