XPND vs KYLD

Comparison between FIRST TRUST EXPANDED TECHNOLOGY ETF (XPND, ETF) and Kurv High Income ETF (KYLD, ETF).

XPND vs KYLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XPND(ETF)	KYLD(ETF)
Net Assets	$41M	$41M
Expense Ratio	0.65%	1.00%
Max Drawdown	38.10%	30.41%
Sharpe Ratio	1.11	0.14
5Y Beta	1.24	1.92
P/E Ratio	34.98	97.42
Forward P/E	26.06	37.51
PEG Ratio	0.73	0.63
5Y EPS CAGR	26.21%	N/A
Debt to Equity	60.41%	72.94%
P/S Ratio	8.11	6.66
P/B Ratio	11.24	9.20

Net Assets

XPND

$41M

KYLD

$41M

Expense Ratio

Winner

XPND

0.65%

KYLD

1.00%

Max Drawdown

XPND

38.10%

Winner

KYLD

30.41%

Sharpe Ratio

Winner

XPND

1.11

KYLD

0.14

5Y Beta

Winner

XPND

1.24

KYLD

1.92

P/E Ratio

Winner

XPND

34.98

KYLD

97.42

Forward P/E

Winner

XPND

26.06

KYLD

37.51

PEG Ratio

XPND

0.73

Winner

KYLD

0.63

5Y EPS CAGR

XPND

26.21%

KYLD

N/A

Debt to Equity

Winner

XPND

60.41%

KYLD

72.94%

P/S Ratio

XPND

8.11

Winner

KYLD

6.66

P/B Ratio

XPND

11.24

Winner

KYLD

9.20

XPND vs KYLD - Holdings Comparison

XPND and KYLD have 3 common holdings. Overlap is 7.23%

XPND's top 25 holdings weight is 89.02%. KYLD's top 25 holdings weight is 99.51%.

Rank	XPND	KYLD
#1	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 5.03%	INTEL CORP (INTC) - 13.64%
#2	BROADCOM INC (AVGO) - 4.81%	TERADYNE INC (TER) - 9.65%
#3	NETFLIX INC (NFLX) - 4.72%	ADVANCED MICRO DEVICES INC (AMD) - 7.92%
#4	CISCO SYSTEMS INC (CSCO) - 4.67%	GLOBAL X SILVER MINERS ETF (SIL) - 6.43%
#5	NVIDIA CORP (NVDA) - 4.62%	VANECK GOLD MINERS ETF (GDX) - 6.02%
#6	ALPHABET INC CLASS A (GOOGL) - 4.51%	BROADCOM INC (AVGO) - 5.67%
#7	MASTERCARD INC CLASS A (MA) - 4.43%	BWX TECHNOLOGIES INC (BWXT) - 5.57%
#8	APPLE INC (AAPL) - 4.42%	HOWMET AEROSPACE INC (HWM) - 5.52%
#9	APPLIED MATERIALS INC (AMAT) - 4.38%	VISTRA CORP (VST) - 4.64%
#10	LAM RESEARCH CORP (LRCX) - 4.38%	APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 4.08%
#11	MICROSOFT CORP (MSFT) - 4.36%	REDDIT INC CLASS A SHARES (RDDT) - 3.99%
#12	VISA INC CLASS A (V) - 4.35%	ISHARES SILVER TRUST (SLV) - 3.26%
#13	META PLATFORMS INC CLASS A (META) - 4.08%	HIMS & HERS HEALTH INC ORDINARY SHARES CLASS A (HIMS) - 3.16%
#14	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.59%	ROBINHOOD MARKETS INC CLASS A (HOOD) - 3.07%
#15	T-MOBILE US INC (TMUS) - 3.45%	SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 3.06%
#16	KLA CORP (KLAC) - 3.17%	SHIFT4 PAYMENTS INC CLASS A (FOUR) - 2.99%
#17	TEXAS INSTRUMENTS INC (TXN) - 2.83%	VANGUARD FTSE EUROPE ETF (VGK) - 2.88%
#18	ARISTA NETWORKS INC (ANET) - 2.62%	MU US 06/18/26 C430 (n/a) - 2.15%
#19	ANALOG DEVICES INC (ADI) - 2.50%	BE US 06/18/26 C165 (n/a) - 1.05%
#20	AMPHENOL CORP CLASS A (APH) - 2.47%	QQQ US 06/18/26 P665 (n/a) - 1.03%
#21	APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.16%	AMAT US 06/18/26 C360 (n/a) - 0.92%
#22	QUALCOMM INC (QCOM) - 2.07%	FIDELITY INV MM GOVERNMENT I (FIGXX) - 0.81%
#23	CORNING INC (GLW) - 1.99%	CASH OFFSET (n/a) - 0.74%
#24	INTUIT INC (INTU) - 1.77%	FRESHWORKS INC ORDINARY SHARES CLASS A (FRSH) - 0.72%
#25	SERVICENOW INC (NOW) - 1.64%	US DOLLARS (n/a) - 0.54%
Total Holdings	51	52

XPND vs KYLD - Historical Returns

Returns include dividend reinvestment.

Period	XPND	KYLD
1 month	+4.30%	+0.63%
3 months	+16.13%	+15.78%
6 months	+8.96%	+9.04%
1 year	+24.69%	N/A
5 years(CAGR)	+15.18%	N/A
Max(CAGR)	+15.18%	+2.73%

Winner

XPND

+4.30%

KYLD

+0.63%

Winner

XPND

+16.13%

KYLD

+15.78%

XPND

+8.96%

Winner

KYLD

+9.04%

XPND

+24.69%

KYLD

N/A

5Y(CAGR)

XPND

+15.18%

KYLD

N/A

Max(CAGR)

Winner

XPND

+15.18%

KYLD

+2.73%

XPND vs KYLD - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	XPND	KYLD
2026	+11.79%	+11.95%
2025	+18.69%	-10.91%
2024	+32.27%	N/A
2023	+46.83%	N/A
2022	-29.70%	N/A
2021	+15.05%	N/A

XPND vs KYLD Drawdown Comparison

The maximum drawdown for XPND was -38.00%, occurring on Oct 14, 2022. Recovery took 496 trading sessions.

The maximum drawdown for KYLD was -20.70%, occurring on Mar 30, 2026. Recovery took 127 trading sessions.

The current XPND drawdown is -5.35%. The current KYLD drawdown is -3.55%.

Rank	XPND	KYLD
#1	-38.00% Dec 27, 2021 - Dec 15, 2023	-20.70% Oct 31, 2025 - May 6, 2026
#2	-23.37% Feb 19, 2025 - Jun 25, 2025	-6.15% May 11, 2026 - May 26, 2026
#3	-17.37% Oct 28, 2025 - May 8, 2026	-5.14% Jun 2, 2026 - Jun 5, 2026
#4	-12.65% Jul 10, 2024 - Oct 8, 2024	-0.80% May 29, 2026 - Jun 2, 2026
#5	-9.24% Aug 30, 2021 - Nov 2, 2021	-0.41% May 6, 2026 - May 8, 2026
#6	-8.41% Mar 7, 2024 - May 20, 2024	-0.09% May 26, 2026 - May 28, 2026
#7	-6.79% Jun 2, 2026 - Jun 5, 2026	N/A
#8	-5.95% Dec 16, 2024 - Jan 22, 2025	N/A
#9	-5.83% Nov 19, 2021 - Dec 27, 2021	N/A
#10	-3.86% Dec 19, 2023 - Jan 11, 2024	N/A
#11	-3.80% Feb 9, 2024 - Feb 29, 2024	N/A
#12	-3.77% Oct 8, 2025 - Oct 24, 2025	N/A
#13	-3.77% Jan 23, 2025 - Feb 5, 2025	N/A
#14	-3.53% Oct 14, 2024 - Nov 6, 2024	N/A
#15	-3.40% Nov 12, 2024 - Dec 4, 2024	N/A