XPND vs LRNZ

Comparison between FIRST TRUST EXPANDED TECHNOLOGY ETF (XPND, ETF) and TrueShares Technology AI & Deep Learning ETF (LRNZ, ETF).

XPND vs LRNZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XPND(ETF)	LRNZ(ETF)
Net Assets	$42M	$42M
Expense Ratio	0.65%	0.69%
Max Drawdown	38.10%	5.45%
Sharpe Ratio	0.61	-4.63
5Y Beta	1.26	1.77
P/E Ratio	41.44	326.56
Forward P/E	28.19	35.20
PEG Ratio	0.82	N/A
5Y EPS CAGR	24.83%	N/A
Debt to Equity	54.42%	-34.32%
P/S Ratio	10.10	19.64
P/B Ratio	13.09	13.52

Net Assets

XPND

$42M

Winner

LRNZ

$42M

Expense Ratio

Winner

XPND

0.65%

LRNZ

0.69%

Max Drawdown

XPND

38.10%

Winner

LRNZ

5.45%

Sharpe Ratio

Winner

XPND

0.61

LRNZ

-4.63

5Y Beta

Winner

XPND

1.26

LRNZ

1.77

P/E Ratio

Winner

XPND

41.44

LRNZ

326.56

Forward P/E

Winner

XPND

28.19

LRNZ

35.20

PEG Ratio

XPND

0.82

LRNZ

N/A

5Y EPS CAGR

XPND

24.83%

LRNZ

N/A

Debt to Equity

XPND

54.42%

Winner

LRNZ

-34.32%

P/S Ratio

Winner

XPND

10.10

LRNZ

19.64

P/B Ratio

Winner

XPND

13.09

LRNZ

13.52

XPND vs LRNZ - Holdings Comparison

XPND and LRNZ have 6 common holdings. Overlap is 16.83%

XPND's top 25 holdings weight is 88.96%. LRNZ's top 25 holdings weight is 89.04%.

Rank	XPND	LRNZ
#1	APPLIED MATERIALS INC (AMAT) - 5.94%	CLOUDFLARE INC (NET) - 6.82%
#2	VISA INC CLASS A (V) - 5.02%	CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 6.12%
#3	MASTERCARD INC CLASS A (MA) - 5.00%	NATERA INC (NTRA) - 5.62%
#4	LAM RESEARCH CORP (LRCX) - 4.87%	GUARDANT HEALTH INC (GH) - 5.15%
#5	APPLE INC (AAPL) - 4.84%	SNOWFLAKE INC ORDINARY SHARES (SNOW) - 5.11%
#6	NVIDIA CORP (NVDA) - 4.64%	PALO ALTO NETWORKS INC (PANW) - 5.00%
#7	ALPHABET INC CLASS A (GOOGL) - 4.50%	DATADOG INC CLASS A (DDOG) - 4.96%
#8	CISCO SYSTEMS INC (CSCO) - 4.28%	BROADCOM INC (AVGO) - 4.45%
#9	BROADCOM INC (AVGO) - 4.07%	SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 4.21%
#10	KLA CORP (KLAC) - 4.05%	ADVANCED MICRO DEVICES INC (AMD) - 4.21%
#11	PALO ALTO NETWORKS INC (PANW) - 3.96%	MONGODB INC CLASS A (MDB) - 4.19%
#12	NETFLIX INC (NFLX) - 3.95%	STRUCTURE THERAPEUTICS INC ADR (GPCR) - 4.16%
#13	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.94%	ALPHABET INC CLASS C (GOOG) - 4.12%
#14	TEXAS INSTRUMENTS INC (TXN) - 3.78%	NVIDIA CORP (NVDA) - 3.95%
#15	ARISTA NETWORKS INC (ANET) - 2.99%	MONOLITHIC POWER SYSTEMS INC (MPWR) - 3.91%
#16	T-MOBILE US INC (TMUS) - 2.80%	MICRON TECHNOLOGY INC (MU) - 3.77%
#17	ORACLE CORP (ORCL) - 2.71%	VICOR CORP (VICR) - 3.38%
#18	AMPHENOL CORP CLASS A (APH) - 2.67%	SANDISK CORP ORDINARY SHARES (SNDK) - 3.37%
#19	ANALOG DEVICES INC (ADI) - 2.63%	ARM HOLDINGS PLC ADR (ARM) - 3.29%
#20	QUALCOMM INC (QCOM) - 2.59%	ANALOG DEVICES INC (ADI) - 3.25%
#21	MARVELL TECHNOLOGY INC (MRVL) - 2.49%	N/A
#22	APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.10%	N/A
#23	CORNING INC (GLW) - 2.07%	N/A
#24	FORTINET INC (FTNT) - 1.66%	N/A
#25	CADENCE DESIGN SYSTEMS INC (CDNS) - 1.41%	N/A
Total Holdings	51	20

XPND vs LRNZ - Historical Returns

Returns include dividend reinvestment.

Period	XPND	LRNZ
1 month	-5.96%	N/A
3 months	+5.53%	N/A
6 months	+10.92%	N/A
1 year	+14.59%	N/A
5 years(CAGR)	+13.17%	N/A
Max(CAGR)	+14.12%	-73.47%

XPND

-5.96%

LRNZ

N/A

XPND

+5.53%

LRNZ

N/A

XPND

+10.92%

LRNZ

N/A

XPND

+14.59%

LRNZ

N/A

5Y(CAGR)

XPND

+13.17%

LRNZ

N/A

Max(CAGR)

Winner

XPND

+14.12%

LRNZ

-73.47%

XPND vs LRNZ - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	XPND	LRNZ
2026	+8.43%	-3.92%
2025	+18.69%	N/A
2024	+32.27%	N/A
2023	+46.83%	N/A
2022	-29.70%	N/A
2021	+15.05%	N/A

XPND vs LRNZ Drawdown Comparison

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

The maximum drawdown for LRNZ was -5.45%, occurring on Jul 20, 2026. This drawdown has not yet recovered.

The current XPND drawdown is -8.20%. The current LRNZ drawdown is -4.19%.

Rank	XPND	LRNZ
#1	-38.00% Dec 27, 2021 - Dec 15, 2023	-5.45% Jul 14, 2026 - Jul 20, 2026
#2	-23.37% Feb 19, 2025 - Jun 25, 2025	-2.30% Jul 10, 2026 - Jul 14, 2026
#3	-17.37% Oct 28, 2025 - May 8, 2026	N/A
#4	-12.65% Jul 10, 2024 - Oct 8, 2024	N/A
#5	-9.79% Jun 2, 2026 - Jul 20, 2026	N/A
#6	-9.24% Aug 30, 2021 - Nov 2, 2021	N/A
#7	-8.41% Mar 7, 2024 - May 20, 2024	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