FTEC vs XSW

AFTEC

BXSW

Measures won6–0FTEC wins · of 6 · 5Y

$10,000 · 5Y$20,834FTEC · VGT $20,649

Lowest cost0.08%FTEC · $8 on $10k

Most income0.44%VGT · $44 on $10k

Smallest drop−17.5%VGT · worst fall in 1Y

Held in common14.5%FTEC and XSW

FTEC

XSW

Fidelity MSCI Information Technology Index ETF · $20.8BState Street SPDR S&P Software & Services ETF · $507M

+28.7%3 years · per year$21,308 · $17,037+19.4%

+15.8%5 years · per year$20,834 · $11,226+2.3%

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 wins31.1%

6–0FTEC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTEC · XSW

13.7%MSFT0.8%

1.0%CRWD0.8%

1.0%IBM0.8%

1.2%PANW0.7%

Held in common14.5%

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

All Three

5Y3 funds

#
1	AFTEC	Fidelity MSCI Information Technology Index ETFRead Desk	0.08%	0.43%	+1.4%	+15.5%	+12.1%	+28.7%	+15.8%	−17.7%	$20.8B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
3	BXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	−0.6%	+8.3%	+4.5%	+19.4%	+2.3%	−30.6%	$507M

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

All Three

5Y3 funds

#
1	AFTEC	Fidelity MSCI Information Technology Index ETFRead Desk	0.08%	0.43%	+1.4%	+15.5%	+12.1%	+28.7%	+15.8%	−17.7%	$20.8B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
3	BXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	−0.6%	+8.3%	+4.5%	+19.4%	+2.3%	−30.6%	$507M

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

FTEC vs XSW

FTEC

Fidelity MSCI Information Technology Index

$20,835

XSW

SPDR S&P Software & Services

$11,226

MeasureFTECXSW

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield0.43%0.00%

5 years, per year+15.8%+2.3%

3 years, per year+28.7%+19.4%

Worst drop · 1Y−17.7%−30.6%

Volatility · 1Y26.6%31.1%

6–0measures won
FTEC first

14.5%

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: FTEC, XSW, VGT

Today

89.2%most shared, FTEC and VGT

FTECXSWVGT

FTEC—14.5%89.2%

XSW14.5%—13.6%

VGT89.2%13.6%—

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

Income After Fees on $10,000

$35most kept, FTEC

FTEC$43 − $8 = $35

VGT$44 − $9 = $35

XSW$0 − $35 = −$35

KeptFee

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