Compare · 2 funds side by side · dividends reinvested

XPND and IYG

XPNDFirst Trust×IYGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,756XPND · best of the two

02 / 04

XPND and IYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Financial Services ETFSectors · Financials0.37%1.08%+4.5%+9.8%+25.9%+9.2%−15.9%16.3%$2.3B1.1

First Trust Expanded Technology ETFThematic · Disruptive tech0.65%0.10%−5.3%−7.5%+19.5%+9.5%−19.3%24.2%$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 5, 2026 · returns include dividends · since: XPND 2021 · IYG 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Expanded Technology ETF · $36M$15,756

XPND

IYG

iShares U.S. Financial Services ETF · $2.3B$15,494

$10,000 five years ago, dividends reinvested · they hold 11.1% in common

XPNDMeasureIYG

−5.3%Year to dateJan 1 → Nov 5+4.5%

−7.5%1 yearTotal return+9.8%

+19.5%3 years · per year$10,000 became $17,046 · $19,962+25.9%

+9.5%5 years · per year$10,000 became $15,756 · $15,494+9.2%

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

0.10%Trailing 12-mo yield$10 · $108 a year on $10k1.08%

−19.3%Worst dropSmaller is better−15.9%

24.2%VolatilityLower is calmer16.3%

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

1–7IYG wins

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

More Ways to See the Pairs

XPND vs IYG: Top 5 Holdings

Today

XPND

26.2%in top 5

IYG

in top 548.8%

XPNDStockIYG

not top 5BRK-B14.5%

not top 5JPM12.6%

5.6%V10.0%

5.5%MA7.3%

5.3%AAPLnot top 5

5.3%MSFTnot top 5

4.5%CSCOnot top 5

not top 5BAC4.5%

Held in common11.1%

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

XPND vs IYG Returns, Every Period

First TrustXPND

+9.5%

5 years, per year

IYGiShares

+9.2%

5 years, per year

XPNDIYGFaded: behind in that period

1–3IYG wins

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

Thematic vs Sector: XPND vs IYG

YTD

First TrustXPND

−5.3%

IYGiShares

+4.5%

−5.3%Year to date+4.5%

−19.3%Worst drop · 1Y−15.9%

24.2%Volatility · 1Y16.3%

0.1%Yield1.1%

$36.5MAssets$2.3B

4–0IYG wins

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

Cost, Income and Risk

Fees: XPND, IYG

Today

0.37%lowest, IYG

FundExpense ratioFee$10k

IYG0.37%$37

XPND0.65%$65

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

Yields: XPND, IYG

1.08%highest, IYG

FundTrailing yieldYield$10k

IYG1.08%$108

XPND0.10%$10

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

Income After Fees on $10,000

$71most kept, IYG

IYG$108 − $37 = $71

XPND$10 − $65 = −$55

KeptFee

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

Overlap: XPND, IYG

Today

11.1%most shared, XPND and IYG

XPNDIYG

XPND—11.1%

IYG11.1%—

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

Return vs Bumpiness: 2 ETFs

+9.8%IYG, at 16.3% volatility

IYGWorst drop−15.9%16.3% vol

XPNDWorst drop−19.3%24.2% vol

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

Paid More vs Made More

YTD

IYGXPND

+4.5%Year to date−5.3%

1.1%Yield0.1%

+9.8%Past year−7.5%

0.37%Fee0.65%

4–0IYG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026