FTEC vs XSW

AFTEC

BXSW

Measures won6–0FTEC wins · of 6 · 5Y

$10,000 · 5Y$21,502FTEC · XLF $15,690

Lowest cost0.08%FTEC · $8 on $10k

Most income1.42%XLF · $142 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common14.2%FTEC and XSW

FTEC

XSW

Fidelity MSCI Information Technology Index ETF · $20.8BState Street SPDR S&P Software & Services ETF · $497M

+29.3%3 years · per year$21,626 · $16,964+19.3%

+16.5%5 years · per year$21,502 · $11,367+2.6%

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

0.41%12-mo yield$42 · $0 on $10k0.00%

−17.7%Worst dropSmaller wins−30.6%

26.8%VolatilityLower wins31.1%

6–0FTEC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTEC · XSW

13.4%MSFT0.8%

1.0%CRWD0.8%

1.0%IBM0.8%

1.5%PLTR0.7%

Held in common14.2%

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

All Three

5Y3 funds

#
1	AFTEC	Fidelity MSCI Information Technology Index ETFRead Desk	0.08%	0.41%	+3.3%	+19.3%	+18.1%	+29.3%	+16.5%	−17.7%	$20.8B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	BXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	+2.2%	+10.7%	+9.1%	+19.3%	+2.6%	−30.6%	$497M

End-of-day Nov 9, 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%	0.41%	+3.3%	+19.3%	+18.1%	+29.3%	+16.5%	−17.7%	$20.8B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	BXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	+2.2%	+10.7%	+9.1%	+19.3%	+2.6%	−30.6%	$497M

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

FTEC vs XSW

FTEC

Fidelity MSCI Information Technology Index

$21,502

XSW

SPDR S&P Software & Services

$11,367

MeasureFTECXSW

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield0.41%0.00%

5 years, per year+16.5%+2.6%

3 years, per year+29.3%+19.3%

Worst drop · 1Y−17.7%−30.6%

Volatility · 1Y26.8%31.1%

6–0measures won
FTEC first

14.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FTEC, XSW, XLF

Today

14.2%most shared, FTEC and XSW

FTECXSWXLF

FTEC—14.2%0.0%

XSW14.2%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$134most kept, XLF

XLF$142 − $8 = $134

FTEC$42 − $8 = $34

XSW$0 − $35 = −$35

KeptFee

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