Compare · 2 funds side by side · dividends reinvested

XPND and IGM

XPNDFirst Trust×IGMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,692IGM · best of the two

02 / 04

XPND and IGM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.15%+16.9%+12.7%+34.9%+16.8%−15.5%25.9%$10.3B1.1

First Trust Expanded Technology ETFThematic · Disruptive tech0.65%0.09%+1.4%−2.9%+22.6%+11.3%−16.0%23.3%$36M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: XPND 2021 · IGM 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Expanded Technology ETF · $36M$17,077

XPND

IGM

iShares Expanded Tech Sector ETF · $10.3B$21,692

$10,000 five years ago, dividends reinvested · they hold 45.8% in common

XPNDMeasureIGM

+1.4%Year to dateJan 1 → Nov 4+16.9%

−2.9%1 yearTotal return+12.7%

+22.6%3 years · per year$10,000 became $18,447 · $24,548+34.9%

+11.3%5 years · per year$10,000 became $17,078 · $21,692+16.8%

0.65%Expense ratio$65 · $37 a year on $10k · lower is better0.37%

0.09%Trailing 12-mo yield$9 · $15 a year on $10k0.15%

−16.0%Worst dropSmaller is better−15.5%

23.3%VolatilityLower is calmer25.9%

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

1–7IGM wins

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

More Ways to See the Pairs

XPND vs IGM: Top 5 Holdings

Today

XPND

25.3%in top 5

IGM

in top 539.7%

XPNDStockIGM

5.0%MSFT9.7%

5.1%AAPL9.6%

not top 5NVDA8.5%

not top 5AVGO7.4%

5.4%Vnot top 5

5.3%MAnot top 5

not top 5META4.6%

4.6%PLTRnot top 5

Held in common45.8%

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

XPND vs IGM Returns, Every Period

First TrustXPND

+11.3%

5 years, per year

IGMiShares

+16.8%

5 years, per year

XPNDIGMFaded: behind in that period

0–4IGM wins

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

XPND vs IGM

YTD

First TrustXPND

+1.4%

IGMiShares

+16.9%

+1.4%Year to date+16.9%

−16.0%Worst drop · 1Y−15.5%

23.3%Volatility · 1Y25.9%

0.1%Yield0.1%

$36.1MAssets$10.3B

2–1IGM wins

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

Cost, Income and Risk

Fees: XPND, IGM

Today

0.37%lowest, IGM

FundExpense ratioFee$10k

IGM0.37%$37

XPND0.65%$65

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

Yields: XPND, IGM

0.15%highest, IGM

FundTrailing yieldYield$10k

IGM0.15%$15

XPND0.09%$9

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

Income After Fees on $10,000

−$22most kept, IGM

IGM$15 − $37 = −$22

XPND$9 − $65 = −$56

KeptFee

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

Overlap: XPND, IGM

Today

45.8%most shared, XPND and IGM

XPNDIGM

XPND—45.8%

IGM45.8%—

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

Return vs Bumpiness: 2 ETFs

+12.7%IGM, at 25.9% volatility

XPNDWorst drop−16.0%23.3% vol

IGMWorst drop−15.5%25.9% vol

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

Paid More vs Made More

YTD

IGMXPND

+16.9%Year to date+1.4%

0.1%Yield0.1%

+12.7%Past year−2.9%

0.37%Fee0.65%

3–0IGM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026