FDN vs VGT

AFDN

BVGT

Measures won1–5VGT wins · of 6 · 5Y

$10,000 · 5Y$22,311VGT · FDN $11,294

Lowest cost0.09%VGT · $9 on $10k

Most income0.41%VGT · $41 on $10k

Smallest drop−15.8%VGT · worst fall in 1Y

Held in common7.0%FDN and VGT

FDN

VGT

First Trust Dow Jones Internet Index Fund · $4.8BVanguard Information Technology ETF · $155B

+21.8%3 years · per year$18,059 · $23,217+32.4%

+2.5%5 years · per year$11,295 · $22,311+17.4%

0.49%Expense ratio$49 · $9 on $10k · lower wins0.09%

0.00%12-mo yield$0 · $41 on $10k0.41%

−20.4%Worst dropSmaller wins−15.8%

21.5%VolatilityLower wins25.5%

1–5VGT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDN · VGT

8.9%CSCO1.6%

3.8%ORCL0.9%

4.3%ANET0.8%

4.4%CRM0.7%

Held in common7.0%

End-of-day Nov 4, 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	BVGT	Vanguard Information Technology ETFRead Desk		0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B
2	AFDN	First Trust Dow Jones Internet Index FundRead Desk		0.49%	0.00%	+2.4%	+1.3%	−4.0%	+21.8%	+2.5%	−20.4%	$4.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVGT	Vanguard Information Technology ETFRead Desk		0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B
2	AFDN	First Trust Dow Jones Internet Index FundRead Desk		0.49%	0.00%	+2.4%	+1.3%	−4.0%	+21.8%	+2.5%	−20.4%	$4.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDN vs VGT

FDN

First Trust Dow Jones Internet Index Fund

$11,295

VGT

Vanguard Information Technology

$22,311

MeasureFDNVGT

Fee0.49%0.09%

Cost on $10k a year$49$9

Yield0.00%0.41%

5 years, per year+2.5%+17.4%

3 years, per year+21.8%+32.4%

Worst drop · 1Y−20.4%−15.8%

Volatility · 1Y21.5%25.5%

5–1measures won
VGT first

7.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FDN, VGT

Today

7.0%most shared, FDN and VGT

FDNVGT

FDN—7.0%

VGT7.0%—

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

Income After Fees on $10,000

$32most kept, VGT

VGT$41 − $9 = $32

FDN$0 − $49 = −$49

KeptFee

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