XPND vs ARKK

AXPND

BARKK

Measures won5–1XPND wins · of 6 · 5Y

$10,000 · 5Y$16,916XPND · ARKK $6,738

Lowest cost0.65%XPND · $65 on $10k

Most income0.09%XPND · $9 on $10k

Smallest drop−16.3%XPND · worst fall in 1Y

Held in common7.7%XPND and ARKK

XPND

ARKK

First Trust Expanded Technology ETF · $36MARK Innovation ETF · $7.9B

+23.0%3 years · per year$18,607 · $23,554+33.1%

+11.1%5 years · per year$16,916 · $6,738−7.6%

0.65%Expense ratio$65 · $75 on $10k · lower wins0.75%

0.09%12-mo yield$9 · $0 on $10k0.00%

−16.3%Worst dropSmaller wins−28.6%

23.3%VolatilityLower wins37.5%

5–1XPND wins

$10,000 · 5 yearsOne scale

Shared top holdingsXPND · ARKK

4.5%NVDA3.0%

4.8%PLTR2.6%

4.2%AVGO1.9%

0.2%TER0.7%

Held in common7.7%

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	AXPND	First Trust Expanded Technology ETFRead Desk		0.65%	0.09%	+1.1%	+1.1%	−3.5%	+23.0%	+11.1%	−16.3%	$36M
2	BARKK	ARK Innovation ETFRead Desk		0.75%	0.00%	+1.7%	+4.4%	−9.7%	+33.1%	−7.6%	−28.6%	$7.9B

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	AXPND	First Trust Expanded Technology ETFRead Desk		0.65%	0.09%	+1.1%	+1.1%	−3.5%	+23.0%	+11.1%	−16.3%	$36M
2	BARKK	ARK Innovation ETFRead Desk		0.75%	0.00%	+1.7%	+4.4%	−9.7%	+33.1%	−7.6%	−28.6%	$7.9B

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

XPND vs ARKK

XPND

First Trust Expanded Technology

$16,916

ARKK

ARK Innovation

$6,738

MeasureXPNDARKK

Fee0.65%0.75%

Cost on $10k a year$65$75

Yield0.09%0.00%

5 years, per year+11.1%−7.6%

3 years, per year+23.0%+33.1%

Worst drop · 1Y−16.3%−28.6%

Volatility · 1Y23.3%37.5%

5–1measures won
XPND first

7.7%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XPND, ARKK

Today

7.7%most shared, XPND and ARKK

XPNDARKK

XPND—7.7%

ARKK7.7%—

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

Income After Fees on $10,000

−$56most kept, XPND

XPND$9 − $65 = −$56

ARKK$0 − $75 = −$75

KeptFee

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