FDN vs IYW

AFDN

BIYW

Measures won1–5IYW wins · of 6 · 5Y

$10,000 · 5Y$22,504IYW · FDN $10,948

Lowest cost0.37%IYW · $37 on $10k

Most income0.10%IYW · $10 on $10k

Smallest drop−16.8%IYW · worst fall in 1Y

Held in common12.6%FDN and IYW

FDN

IYW

First Trust Dow Jones Internet Index Fund · $4.7BiShares U.S. Technology ETF · $23.5B

+21.4%3 years · per year$17,878 · $23,633+33.2%

+1.8%5 years · per year$10,948 · $22,504+17.6%

0.49%Expense ratio$49 · $37 on $10k · lower wins0.37%

0.00%12-mo yield$0 · $10 on $10k0.10%

−20.4%Worst dropSmaller wins−16.8%

21.3%VolatilityLower wins25.0%

1–5IYW wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDN · IYW

10.2%META3.2%

5.1%GOOGL2.2%

4.1%GOOG1.8%

3.9%ORCL1.2%

Held in common12.6%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIYW	iShares U.S. Technology ETFRead Desk		0.37%	0.10%	+1.2%	+20.0%	+15.2%	+33.2%	+17.6%	−16.8%	$23.5B
2	AFDN	First Trust Dow Jones Internet Index FundRead Desk		0.49%	0.00%	+1.2%	−1.0%	−6.2%	+21.4%	+1.8%	−20.4%	$4.7B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIYW	iShares U.S. Technology ETFRead Desk		0.37%	0.10%	+1.2%	+20.0%	+15.2%	+33.2%	+17.6%	−16.8%	$23.5B
2	AFDN	First Trust Dow Jones Internet Index FundRead Desk		0.49%	0.00%	+1.2%	−1.0%	−6.2%	+21.4%	+1.8%	−20.4%	$4.7B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDN vs IYW

FDN

First Trust Dow Jones Internet Index Fund

$10,948

IYW

iShares U.S. Technology

$22,504

MeasureFDNIYW

Fee0.49%0.37%

Cost on $10k a year$49$37

Yield0.00%0.10%

5 years, per year+1.8%+17.6%

3 years, per year+21.4%+33.2%

Worst drop · 1Y−20.4%−16.8%

Volatility · 1Y21.3%25.0%

5–1measures won
IYW first

12.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: FDN, IYW

Today

12.6%most shared, FDN and IYW

FDNIYW

FDN—12.6%

IYW12.6%—

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

Income After Fees on $10,000

−$27most kept, IYW

IYW$10 − $37 = −$27

FDN$0 − $49 = −$49

KeptFee

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