FDN vs XLK

AFDN

BXLK

Measures won2–4XLK wins · of 6 · 5Y

$10,000 · 5Y$21,984XLK · FDN $10,659

Lowest cost0.08%XLK · $8 on $10k

Most income0.49%XLK · $49 on $10k

Smallest drop−18.5%FDN · worst fall in 1Y

Held in common8.0%FDN and XLK

FDN

XLK

First Trust Dow Jones Internet Index Fund · $4.7BState Street Technology Select Sector SPDR ETF · $110B

+19.2%3 years · per year$16,947 · $20,484+27.0%

+1.3%5 years · per year$10,659 · $21,984+17.1%

0.49%Expense ratio$49 · $8 on $10k · lower wins0.08%

0.00%12-mo yield$0 · $49 on $10k0.49%

−18.5%Worst dropSmaller wins−19.6%

21.8%VolatilityLower wins28.6%

2–4XLK wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDN · XLK

8.2%CSCO2.6%

4.0%ORCL1.5%

4.3%CRM1.2%

4.4%ANET1.1%

Held in common8.0%

End-of-day Nov 9, 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	BXLK	State Street Technology Select Sector SPDR ETFRead Desk		0.08%	0.49%	+3.7%	+19.1%	+18.8%	+27.0%	+17.1%	−19.6%	$109.6B
2	AFDN	First Trust Dow Jones Internet Index FundRead Desk		0.49%	0.00%	+0.1%	−3.2%	−5.7%	+19.2%	+1.3%	−18.5%	$4.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BXLK	State Street Technology Select Sector SPDR ETFRead Desk		0.08%	0.49%	+3.7%	+19.1%	+18.8%	+27.0%	+17.1%	−19.6%	$109.6B
2	AFDN	First Trust Dow Jones Internet Index FundRead Desk		0.49%	0.00%	+0.1%	−3.2%	−5.7%	+19.2%	+1.3%	−18.5%	$4.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDN vs XLK

FDN

First Trust Dow Jones Internet Index Fund

$10,659

XLK

Technology Select Sector SPDR

$21,984

MeasureFDNXLK

Fee0.49%0.08%

Cost on $10k a year$49$8

Yield0.00%0.49%

5 years, per year+1.3%+17.1%

3 years, per year+19.2%+27.0%

Worst drop · 1Y−18.5%−19.6%

Volatility · 1Y21.8%28.6%

4–2measures won
XLK first

8.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

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

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FDN, XLK

Today

8.0%most shared, FDN and XLK

FDNXLK

FDN—8.0%

XLK8.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$41most kept, XLK

XLK$49 − $8 = $41

FDN$0 − $49 = −$49

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee