IYW vs XLK

AIYW

BXLK

Measures won2–4XLK wins · of 6 · 5Y

$10,000 · 5Y$22,983XLK · IYW $22,504

Lowest cost0.08%XLK · $8 on $10k

Most income0.47%XLK · $47 on $10k

Smallest drop−15.9%XLK · worst fall in 1Y

Held in common80.0%IYW and XLK

IYW

XLK

iShares U.S. Technology ETF · $23.5BState Street Technology Select Sector SPDR ETF · $115B

+33.2%3 years · per year$23,633 · $22,326+30.7%

+17.6%5 years · per year$22,504 · $22,983+18.1%

0.37%Expense ratio$37 · $8 on $10k · lower wins0.08%

0.10%12-mo yield$10 · $47 on $10k0.47%

−16.8%Worst dropSmaller wins−15.9%

25.0%VolatilityLower wins27.3%

2–4XLK wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYW · XLK

16.7%NVDA15.0%

17.4%AAPL14.8%

13.6%MSFT11.4%

3.2%AVGO4.8%

Held in common80.0%

End-of-day Nov 3, 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%	0.47%	+1.3%	+23.0%	+18.0%	+30.7%	+18.1%	−15.9%	$115.0B
2	AIYW	iShares U.S. Technology ETFRead Desk		0.37%	0.10%	+1.2%	+20.0%	+15.2%	+33.2%	+17.6%	−16.8%	$23.5B

End-of-day Nov 3, 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%	0.47%	+1.3%	+23.0%	+18.0%	+30.7%	+18.1%	−15.9%	$115.0B
2	AIYW	iShares U.S. Technology ETFRead Desk		0.37%	0.10%	+1.2%	+20.0%	+15.2%	+33.2%	+17.6%	−16.8%	$23.5B

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

Cards for this view

IYW vs XLK

IYW

iShares U.S. Technology

$22,504

XLK

Technology Select Sector SPDR

$22,983

MeasureIYWXLK

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield0.10%0.47%

5 years, per year+17.6%+18.1%

3 years, per year+33.2%+30.7%

Worst drop · 1Y−16.8%−15.9%

Volatility · 1Y25.0%27.3%

4–2measures won
XLK first

80.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+22.8%

+23.0%Year to date+22.8%

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

$115BAssets$155B

2–0XLK wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IYW, XLK

Today

80.0%most shared, IYW and XLK

IYWXLK

IYW—80.0%

XLK80.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$39most kept, XLK

XLK$47 − $8 = $39

IYW$10 − $37 = −$27

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee