Compare · 2 funds side by side · dividends reinvested

FXL and IYW

FXLFirst 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

FXL 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%$23.5B1.4

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 · IYW 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

FXL

IYW

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

$10,000 five years ago, dividends reinvested · they hold 30.8% in common

FXLMeasureIYW

+25.0%Year to dateJan 1 → Nov 3+20.0%

+19.7%1 yearTotal return+15.2%

+26.6%3 years · per year$10,000 became $20,276 · $23,633+33.2%

+10.1%5 years · per year$10,000 became $16,150 · $22,504+17.6%

0.60%Expense ratio$60 · $37 a year on $10k · lower is better0.37%

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

−15.2%Worst dropSmaller is better−16.8%

27.2%VolatilityLower is calmer25.0%

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

3–5IYW 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 IYW: Top 5 Holdings

Today

FXL

9.1%in top 5

IYW

in top 554.0%

FXLStockIYW

not top 5AAPL17.4%

not top 5NVDA16.7%

not top 5MSFT13.6%

not top 5META3.2%

not top 5AVGO3.2%

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 common30.8%

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

FXL vs IYW Returns, Every Period

First TrustFXL

+10.1%

5 years, per year

IYWiShares

+17.6%

5 years, per year

FXLIYWFaded: behind in that period

2–2Level

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

FXL vs IYW

YTD

First TrustFXL

+25.0%

IYWiShares

+20.0%

+25.0%Year to date+20.0%

−15.2%Worst drop · 1Y−16.8%

27.2%Volatility · 1Y25.0%

0.0%Yield0.1%

$2.6BAssets$23.5B

2–2level

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

Cost, Income and Risk

Fees: FXL, IYW

Today

0.37%lowest, IYW

FundExpense ratioFee$10k

IYW0.37%$37

FXL0.60%$60

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

Yields: FXL, IYW

0.10%highest, IYW

FundTrailing yieldYield$10k

IYW0.10%$10

FXL0.00%$0

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

Income After Fees on $10,000

−$27most kept, IYW

IYW$10 − $37 = −$27

FXL$0 − $60 = −$60

KeptFee

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

Overlap: FXL, IYW

Today

30.8%most shared, FXL and IYW

FXLIYW

FXL—30.8%

IYW30.8%—

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

IYWWorst drop−16.8%25.0% 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

IYWFXL

+20.0%Year to date+25.0%

0.1%Yield0.0%

+15.2%Past year+19.7%

0.37%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