XPND vs SGRT
Comparison between FIRST TRUST EXPANDED TECHNOLOGY ETF (XPND, ETF) and SMART EARNINGS GROWTH 30 ETF (SGRT, ETF).
XPND vs SGRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XPND
$41M
Winner
SGRT
$58M
Expense Ratio
XPND
0.65%
Winner
SGRT
0.59%
Max Drawdown
XPND
38.10%
Winner
SGRT
17.87%
Sharpe Ratio
XPND
1.08
Winner
SGRT
2.17
5Y Beta
Winner
XPND
1.24
SGRT
2.08
P/E Ratio
XPND
33.55
Winner
SGRT
32.58
Forward P/E
XPND
25.62
Winner
SGRT
20.23
PEG Ratio
XPND
0.69
Winner
SGRT
0.16
5Y EPS CAGR
XPND
26.13%
Winner
SGRT
35.09%
Debt to Equity
XPND
59.86%
Winner
SGRT
-114.09%
P/S Ratio
XPND
7.85
Winner
SGRT
2.53
P/B Ratio
XPND
11.05
Winner
SGRT
5.58
XPND vs SGRT - Holdings Comparison
XPND and SGRT have 3 common holdings. Overlap is 6.55%
XPND's top 25 holdings weight is 89.02%. SGRT's top 25 holdings weight is 98.62%.
| Rank | XPND | SGRT |
|---|---|---|
| #1 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 5.03% | LUMENTUM HOLDINGS INC (LITE) - 8.19% |
| #2 | BROADCOM INC (AVGO) - 4.81% | WESTERN DIGITAL CORP (WDC) - 7.72% |
| #3 | NETFLIX INC (NFLX) - 4.72% | MICRON TECHNOLOGY INC (MU) - 7.27% |
| #4 | CISCO SYSTEMS INC (CSCO) - 4.67% | NVIDIA CORP (NVDA) - 6.94% |
| #5 | NVIDIA CORP (NVDA) - 4.62% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 6.54% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 4.51% | CIENA CORP (CIEN) - 5.00% |
| #7 | MASTERCARD INC CLASS A (MA) - 4.43% | ARROW ELECTRONICS INC (ARW) - 4.97% |
| #8 | APPLE INC (AAPL) - 4.42% | SOUTHERN COPPER CORP (SCCO) - 4.66% |
| #9 | APPLIED MATERIALS INC (AMAT) - 4.38% | STEEL DYNAMICS INC (STLD) - 4.58% |
| #10 | LAM RESEARCH CORP (LRCX) - 4.38% | NWPX INFRASTRUCTURE INC (NWPX) - 4.54% |
| #11 | MICROSOFT CORP (MSFT) - 4.36% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 4.46% |
| #12 | VISA INC CLASS A (V) - 4.35% | ANTERO RESOURCES CORP (AR) - 4.39% |
| #13 | META PLATFORMS INC CLASS A (META) - 4.08% | IES HOLDINGS INC (IESC) - 4.38% |
| #14 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.59% | NUCOR CORP (NUE) - 4.34% |
| #15 | T-MOBILE US INC (TMUS) - 3.45% | VERTIV HOLDINGS CO (VRT) - 4.01% |
| #16 | KLA CORP (KLAC) - 3.17% | TERADYNE INC (TER) - 4.01% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 2.83% | HUDBAY MINERALS INC (HBM) - 3.95% |
| #18 | ARISTA NETWORKS INC (ANET) - 2.62% | ADVANCED MICRO DEVICES INC (AMD) - 3.51% |
| #19 | ANALOG DEVICES INC (ADI) - 2.50% | STERLING INFRASTRUCTURE INC (STRL) - 3.49% |
| #20 | AMPHENOL CORP CLASS A (APH) - 2.47% | ANALOG DEVICES INC (ADI) - 1.67% |
| #21 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.16% | N/A |
| #22 | QUALCOMM INC (QCOM) - 2.07% | N/A |
| #23 | CORNING INC (GLW) - 1.99% | N/A |
| #24 | INTUIT INC (INTU) - 1.77% | N/A |
| #25 | SERVICENOW INC (NOW) - 1.64% | N/A |
| Total Holdings | 51 | 20 |
XPND vs SGRT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XPND
+6.92%
SGRT
+6.64%
3M
XPND
+22.26%
Winner
SGRT
+36.21%
6M
XPND
+15.69%
Winner
SGRT
+54.72%
1Y
XPND
+27.88%
Winner
SGRT
+87.46%
5Y(CAGR)
XPND
+15.92%
SGRT
N/A
Max(CAGR)
XPND
+15.92%
Winner
SGRT
+115.46%
XPND vs SGRT - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | XPND | SGRT |
|---|---|---|
| 2026 | +15.70% | +47.48% |
| 2025 | +18.69% | +25.25% |
| 2024 | +32.27% | N/A |
| 2023 | +46.83% | N/A |
| 2022 | -29.70% | N/A |
| 2021 | +15.05% | N/A |
XPND vs SGRT Drawdown Comparison
The maximum drawdown for XPND was -38.00%, occurring on Oct 14, 2022. Recovery took 496 trading sessions.
The maximum drawdown for SGRT was -17.87%, occurring on Nov 20, 2025. Recovery took 51 trading sessions.
The current XPND drawdown is -2.04%. The current SGRT drawdown is -1.19%.
| Rank | XPND | SGRT |
|---|---|---|
| #1 | -38.00% Dec 27, 2021 - Dec 15, 2023 | -17.87% Oct 29, 2025 - Jan 13, 2026 |
| #2 | -23.37% Feb 19, 2025 - Jun 25, 2025 | -13.16% Feb 25, 2026 - Apr 8, 2026 |
| #3 | -17.37% Oct 28, 2025 - May 8, 2026 | -11.66% Jun 3, 2026 - Jun 10, 2026 |
| #4 | -12.65% Jul 10, 2024 - Oct 8, 2024 | -7.47% May 13, 2026 - May 26, 2026 |
| #5 | -9.24% Aug 30, 2021 - Nov 2, 2021 | -5.72% Oct 8, 2025 - Oct 16, 2025 |
| #6 | -8.41% Mar 7, 2024 - May 20, 2024 | -5.71% Apr 24, 2026 - May 1, 2026 |
| #7 | -8.15% Jun 2, 2026 - Jun 10, 2026 | -5.17% Jan 27, 2026 - Feb 6, 2026 |
| #8 | -5.95% Dec 16, 2024 - Jan 22, 2025 | -3.36% Oct 20, 2025 - Oct 24, 2025 |
| #9 | -5.83% Nov 19, 2021 - Dec 27, 2021 | -3.14% May 6, 2026 - May 11, 2026 |
| #10 | -3.86% Dec 19, 2023 - Jan 11, 2024 | -2.09% Feb 9, 2026 - Feb 11, 2026 |
| #11 | -3.80% Feb 9, 2024 - Feb 29, 2024 | -1.77% May 11, 2026 - May 13, 2026 |
| #12 | -3.77% Oct 8, 2025 - Oct 24, 2025 | -1.71% Jan 22, 2026 - Jan 27, 2026 |
| #13 | -3.77% Jan 23, 2025 - Feb 5, 2025 | -1.54% Feb 11, 2026 - Feb 18, 2026 |
| #14 | -3.53% Oct 14, 2024 - Nov 6, 2024 | -1.53% Apr 14, 2026 - Apr 17, 2026 |
| #15 | -3.40% Nov 12, 2024 - Dec 4, 2024 | -1.48% Aug 28, 2025 - Sep 8, 2025 |
Correlation
Correlation between XPND and SGRT is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2021 - 2026)
XPND vs SGRT dividend yield comparison.
| Year | XPND | SGRT |
|---|---|---|
| 2026 | 0.02% | 0.00% |
| 2025 | 0.08% | 0.16% |
| 2024 | 0.12% | 0.00% |
| 2023 | 0.18% | 0.00% |
| 2022 | 0.34% | 0.00% |
| 2021 | 0.02% | 0.00% |
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