XPND vs ARKK

AXPND

BARKK

Measures won5–1XPND wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · XPND $17,077

Lowest cost0.35%SMH · $35 on $10k

Most income0.22%SMH · $22 on $10k

Smallest drop−16.0%XPND · worst fall in 1Y

Held in common7.8%XPND and ARKK

XPND

ARKK

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

+22.6%3 years · per year$18,447 · $23,438+32.8%

+11.3%5 years · per year$17,078 · $6,885−7.2%

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

0.09%12-mo yield$9 · $0 on $10k0.00%

−16.0%Worst dropSmaller wins−28.0%

23.3%VolatilityLower wins37.5%

5–1XPND wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXPND · ARKK

4.5%NVDA3.0%

4.6%PLTR2.6%

4.3%AVGO2.0%

0.2%TER0.7%

Held in common7.8%

End-of-day Nov 4, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AXPND	First Trust Expanded Technology ETFRead Desk	0.65%	0.09%	+0.3%	+1.4%	−2.9%	+22.6%	+11.3%	−16.0%	$36M
3	BARKK	ARK Innovation ETFRead Desk	0.75%	0.00%	+0.1%	+4.5%	−8.9%	+32.8%	−7.2%	−28.0%	$7.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AXPND	First Trust Expanded Technology ETFRead Desk	0.65%	0.09%	+0.3%	+1.4%	−2.9%	+22.6%	+11.3%	−16.0%	$36M
3	BARKK	ARK Innovation ETFRead Desk	0.75%	0.00%	+0.1%	+4.5%	−8.9%	+32.8%	−7.2%	−28.0%	$7.9B

End-of-day Nov 4, 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

$17,078

ARKK

ARK Innovation

$6,885

MeasureXPNDARKK

Fee0.65%0.75%

Cost on $10k a year$65$75

Yield0.09%0.00%

5 years, per year+11.3%−7.2%

3 years, per year+22.6%+32.8%

Worst drop · 1Y−16.0%−28.0%

Volatility · 1Y23.3%37.5%

5–1measures won
XPND first

7.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: XPND, ARKK, SMH

Today

31.8%most shared, XPND and SMH

XPNDARKKSMH

XPND—7.8%31.8%

ARKK7.8%—8.3%

SMH31.8%8.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

XPND$9 − $65 = −$56

ARKK$0 − $75 = −$75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee