FTEC vs XSW

AFTEC

BXSW

Measures won6–0FTEC wins · of 6 · 5Y

$10,000 · 5Y$20,633FTEC · XSW $11,355

Lowest cost0.08%FTEC · $8 on $10k

Most income0.43%FTEC · $43 on $10k

Smallest drop−17.7%FTEC · worst fall in 1Y

Held in common14.2%FTEC and XSW

FTEC

XSW

Fidelity MSCI Information Technology Index ETF · $22.1BState Street SPDR S&P Software & Services ETF · $498M

+28.8%3 years · per year$21,366 · $17,060+19.5%

+15.6%5 years · per year$20,633 · $11,355+2.6%

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

0.43%12-mo yield$43 · $0 on $10k0.00%

−17.7%Worst dropSmaller wins−30.6%

26.6%VolatilityLower wins31.2%

6–0FTEC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTEC · XSW

1.0%CRWD0.8%

13.2%MSFT0.8%

1.0%IBM0.8%

1.2%PANW0.7%

Held in common14.2%

End-of-day Nov 5, 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	AFTEC	Fidelity MSCI Information Technology Index ETFRead Desk		0.08%	0.43%	−7.5%	+13.9%	+11.0%	+28.8%	+15.6%	−17.7%	$22.1B
2	BXSW	State Street SPDR S&P Software & Services ETFRead Desk		0.35%	0.00%	−3.4%	+8.9%	+6.9%	+19.5%	+2.6%	−30.6%	$498M

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

Both

5Y2 funds

#			Trend
1	AFTEC	Fidelity MSCI Information Technology Index ETFRead Desk		0.08%	0.43%	−7.5%	+13.9%	+11.0%	+28.8%	+15.6%	−17.7%	$22.1B
2	BXSW	State Street SPDR S&P Software & Services ETFRead Desk		0.35%	0.00%	−3.4%	+8.9%	+6.9%	+19.5%	+2.6%	−30.6%	$498M

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

Cards for this view

FTEC vs XSW

FTEC

Fidelity MSCI Information Technology Index

$20,633

XSW

SPDR S&P Software & Services

$11,355

MeasureFTECXSW

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield0.43%0.00%

5 years, per year+15.6%+2.6%

3 years, per year+28.8%+19.5%

Worst drop · 1Y−17.7%−30.6%

Volatility · 1Y26.6%31.2%

6–0measures won
FTEC first

14.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: FTEC, XSW

Today

14.2%most shared, FTEC and XSW

FTECXSW

FTEC—14.2%

XSW14.2%—

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

Income After Fees on $10,000

$35most kept, FTEC

FTEC$43 − $8 = $35

XSW$0 − $35 = −$35

KeptFee

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