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XPND vs QTEC

First Trust Expanded Technology ETF vs First Trust NASDAQ-100-Technology Sector Index Fund

XPND

First Trust Expanded Technology ETF

First Trust

Annual cost

0.65%

Fund size

$37M

QTEC

First Trust NASDAQ-100-Technology Sector Index Fund

First Trust

Annual cost

0.55%

Fund size

$3.1B

Key differences

  • QTEC costs 0.10% less per year.
  • QTEC is significantly larger than XPND — larger funds tend to be more liquid and less likely to close.
  • XPND follows a active selection strategy; QTEC uses index tracking.
  • Over the last 3 years, QTEC has delivered higher annualized returns.
  • QTEC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XPNDQTEC
Annual cost (TER)0.65%0.55%
Fund size (AUM)$37M$3.1B
Since20212006
Dividend yield0.10%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.8%+57.1%
CAGR 3Y+28.9%+33.3%
CAGR 5YN/A+16.9%
Sharpe 3Y1.141.10
Volatility 1Y17.70%22.59%
Max drawdown-38.00%-45.54%

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

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