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XPND vs IYW

First Trust Expanded Technology ETF vs iShares U.S. Technology ETF

XPND

First Trust Expanded Technology ETF

First Trust

Annual cost

0.65%

Fund size

$37M

IYW

iShares U.S. Technology ETF

iShares

Annual cost

0.38%

Fund size

$21.5B

Key differences

  • IYW costs 0.27% less per year.
  • IYW is significantly larger than XPND — larger funds tend to be more liquid and less likely to close.
  • XPND follows a active selection strategy; IYW uses index tracking.
  • Over the last 3 years, IYW has delivered higher annualized returns.
  • IYW has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XPNDIYW
Annual cost (TER)0.65%0.38%
Fund size (AUM)$37M$21.5B
Since20212000
Dividend yield0.10%0.12%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.8%+54.5%
CAGR 3Y+28.9%+36.1%
CAGR 5YN/A+22.5%
Sharpe 3Y1.141.28
Volatility 1Y17.70%19.99%
Max drawdown-38.00%-39.44%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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