FRI vs XLK

AFRI

BXLK

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,164XLK · FRI $11,821

Lowest cost0.08%XLK · $8 on $10k

Most income2.57%FRI · $257 on $10k

Smallest drop−12.1%FRI · worst fall in 1Y

Held in common0.0%FRI and XLK

FRI

XLK

First Trust S&P REIT Index Fund · $209MState Street Technology Select Sector SPDR ETF · $117B

+15.6%3 years · per year$15,457 · $20,083+26.2%

+3.4%5 years · per year$11,821 · $21,164+16.2%

0.51%Expense ratio$51 · $8 on $10k · lower wins0.08%

2.57%12-mo yield$257 · $51 on $10k0.51%

−12.1%Worst dropSmaller wins−19.6%

13.7%VolatilityLower wins28.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFRI · XLK

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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%	0.51%	+1.5%	+14.8%	+12.2%	+26.2%	+16.2%	−19.6%	$116.9B
2	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.57%	−0.3%	+15.7%	+15.4%	+15.6%	+3.4%	−12.1%	$209M

End-of-day Nov 6, 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%	0.51%	+1.5%	+14.8%	+12.2%	+26.2%	+16.2%	−19.6%	$116.9B
2	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.57%	−0.3%	+15.7%	+15.4%	+15.6%	+3.4%	−12.1%	$209M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FRI vs XLK

FRI

First Trust S&P REIT Index Fund

$11,821

XLK

Technology Select Sector SPDR

$21,164

MeasureFRIXLK

Fee0.51%0.08%

Cost on $10k a year$51$8

Yield2.57%0.51%

5 years, per year+3.4%+16.2%

3 years, per year+15.6%+26.2%

Worst drop · 1Y−12.1%−19.6%

Volatility · 1Y13.7%28.5%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

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

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FRI, XLK

Today

0.0%most shared, FRI and XLK

FRIXLK

FRI—0.0%

XLK0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$206most kept, FRI

FRI$257 − $51 = $206

XLK$51 − $8 = $43

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee