XPND vs SPY
Comparison between FIRST TRUST EXPANDED TECHNOLOGY ETF (XPND, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceXPND has outperformed SPY, delivering a return of +15.9% compared to +13.8%
XPND vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XPND
$41M
Winner
SPY
$784B
Expense Ratio
XPND
0.65%
Winner
SPY
0.09%
Max Drawdown
Winner
XPND
38.10%
SPY
56.47%
Sharpe Ratio
XPND
1.08
Winner
SPY
1.56
5Y Beta
XPND
1.24
Winner
SPY
1.00
P/E Ratio
XPND
33.55
Winner
SPY
28.29
Forward P/E
XPND
25.62
Winner
SPY
21.75
PEG Ratio
XPND
0.69
SPY
N/A
5Y Dividends CAGR
XPND
N/A
SPY
5.43%
5Y EPS CAGR
Winner
XPND
26.13%
SPY
25.98%
Debt to Equity
XPND
59.86%
Winner
SPY
30.79%
P/S Ratio
XPND
7.85
Winner
SPY
3.79
P/B Ratio
XPND
11.05
Winner
SPY
5.67
XPND vs SPY - Holdings Comparison
XPND and SPY have 45 common holdings. Overlap is 31.64%
XPND's top 25 holdings weight is 89.02%. SPY's top 25 holdings weight is 52.46%.
| Rank | XPND | SPY |
|---|---|---|
| #1 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 5.03% | NVIDIA CORP (NVDA) - 8.30% |
| #2 | BROADCOM INC (AVGO) - 4.81% | APPLE INC (AAPL) - 7.09% |
| #3 | NETFLIX INC (NFLX) - 4.72% | MICROSOFT CORP (MSFT) - 5.02% |
| #4 | CISCO SYSTEMS INC (CSCO) - 4.67% | AMAZON.COM INC (AMZN) - 3.84% |
| #5 | NVIDIA CORP (NVDA) - 4.62% | BROADCOM INC (AVGO) - 3.50% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 4.51% | ALPHABET INC CLASS A (GOOGL) - 3.23% |
| #7 | MASTERCARD INC CLASS A (MA) - 4.43% | ALPHABET INC CLASS C (GOOG) - 2.57% |
| #8 | APPLE INC (AAPL) - 4.42% | META PLATFORMS INC CLASS A (META) - 2.00% |
| #9 | APPLIED MATERIALS INC (AMAT) - 4.38% | MICRON TECHNOLOGY INC (MU) - 1.84% |
| #10 | LAM RESEARCH CORP (LRCX) - 4.38% | TESLA INC (TSLA) - 1.83% |
| #11 | MICROSOFT CORP (MSFT) - 4.36% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% |
| #12 | VISA INC CLASS A (V) - 4.35% | ADVANCED MICRO DEVICES INC (AMD) - 1.30% |
| #13 | META PLATFORMS INC CLASS A (META) - 4.08% | ELI LILLY AND CO (LLY) - 1.29% |
| #14 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.59% | JPMORGAN CHASE & CO (JPM) - 1.24% |
| #15 | T-MOBILE US INC (TMUS) - 3.45% | EXXON MOBIL CORP (XOM) - 0.96% |
| #16 | KLA CORP (KLAC) - 3.17% | JOHNSON & JOHNSON (JNJ) - 0.82% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 2.83% | VISA INC CLASS A (V) - 0.82% |
| #18 | ARISTA NETWORKS INC (ANET) - 2.62% | INTEL CORP (INTC) - 0.78% |
| #19 | ANALOG DEVICES INC (ADI) - 2.50% | CISCO SYSTEMS INC (CSCO) - 0.77% |
| #20 | AMPHENOL CORP CLASS A (APH) - 2.47% | WALMART INC (WMT) - 0.76% |
| #21 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.16% | COSTCO WHOLESALE CORP (COST) - 0.65% |
| #22 | QUALCOMM INC (QCOM) - 2.07% | CATERPILLAR INC (CAT) - 0.65% |
| #23 | CORNING INC (GLW) - 1.99% | ORACLE CORP (ORCL) - 0.64% |
| #24 | INTUIT INC (INTU) - 1.77% | LAM RESEARCH CORP (LRCX) - 0.64% |
| #25 | SERVICENOW INC (NOW) - 1.64% | APPLIED MATERIALS INC (AMAT) - 0.60% |
| Total Holdings | 51 | 505 |
XPND vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XPND
+6.92%
SPY
+2.12%
3M
Winner
XPND
+22.26%
SPY
+13.14%
6M
Winner
XPND
+15.69%
SPY
+11.52%
1Y
Winner
XPND
+27.88%
SPY
+26.68%
5Y(CAGR)
Winner
XPND
+15.92%
SPY
+13.75%
10Y(CAGR)
XPND
N/A
SPY
+15.65%
Max(CAGR)
Winner
XPND
+15.92%
SPY
+8.56%
XPND vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XPND | SPY |
|---|---|---|
| 2026 | +15.70% | +10.80% |
| 2025 | +18.69% | +18.00% |
| 2024 | +32.27% | +25.59% |
| 2023 | +46.83% | +26.72% |
| 2022 | -29.70% | -18.64% |
| 2021 | +15.05% | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
XPND vs SPY Drawdown Comparison
The maximum drawdown for XPND was -38.00%, occurring on Oct 14, 2022. Recovery took 496 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current XPND drawdown is -2.04%. The current SPY drawdown is -0.62%.
| Rank | XPND | SPY |
|---|---|---|
| #1 | -38.00% Dec 27, 2021 - Dec 15, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -23.37% Feb 19, 2025 - Jun 25, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -17.37% Oct 28, 2025 - May 8, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -12.65% Jul 10, 2024 - Oct 8, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -9.24% Aug 30, 2021 - Nov 2, 2021 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.41% Mar 7, 2024 - May 20, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.15% Jun 2, 2026 - Jun 10, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -5.95% Dec 16, 2024 - Jan 22, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -5.83% Nov 19, 2021 - Dec 27, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.86% Dec 19, 2023 - Jan 11, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.80% Feb 9, 2024 - Feb 29, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.77% Oct 8, 2025 - Oct 24, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.77% Jan 23, 2025 - Feb 5, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.53% Oct 14, 2024 - Nov 6, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.40% Nov 12, 2024 - Dec 4, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between XPND and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
XPND vs SPY dividend yield comparison.
| Year | XPND | SPY |
|---|---|---|
| 2026 | 0.02% | 0.24% |
| 2025 | 0.08% | 1.07% |
| 2024 | 0.12% | 1.21% |
| 2023 | 0.18% | 1.40% |
| 2022 | 0.34% | 1.65% |
| 2021 | 0.02% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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