XPND vs XJUL

Comparison between FIRST TRUST EXPANDED TECHNOLOGY ETF (XPND, ETF) and FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JULY (XJUL, ETF).

XPND vs XJUL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XPND(ETF)	XJUL(ETF)
Net Assets	$42M	$42M
Expense Ratio	0.65%	0.85%
Max Drawdown	38.10%	9.10%
Sharpe Ratio	0.61	1.33
5Y Beta	1.26	0.42
P/E Ratio	41.44	N/A
Forward P/E	28.19	N/A
PEG Ratio	0.82	N/A
5Y EPS CAGR	24.83%	N/A
Debt to Equity	54.42%	N/A
P/S Ratio	10.10	N/A
P/B Ratio	13.09	N/A

Net Assets

Winner

XPND

$42M

XJUL

$42M

Expense Ratio

Winner

XPND

0.65%

XJUL

0.85%

Max Drawdown

XPND

38.10%

Winner

XJUL

9.10%

Sharpe Ratio

XPND

0.61

Winner

XJUL

1.33

5Y Beta

XPND

1.26

Winner

XJUL

0.42

P/E Ratio

XPND

41.44

XJUL

N/A

Forward P/E

XPND

28.19

XJUL

N/A

PEG Ratio

XPND

0.82

XJUL

N/A

5Y EPS CAGR

XPND

24.83%

XJUL

N/A

Debt to Equity

XPND

54.42%

XJUL

N/A

P/S Ratio

XPND

10.10

XJUL

N/A

P/B Ratio

XPND

13.09

XJUL

N/A

XPND vs XJUL - Historical Returns

Returns include dividend reinvestment.

Period	XPND	XJUL
1 month	-5.96%	+0.81%
3 months	+5.53%	+2.58%
6 months	+10.92%	+4.40%
1 year	+14.59%	+9.55%
5 years(CAGR)	+13.17%	N/A
Max(CAGR)	+14.12%	+9.94%

XPND

-5.96%

Winner

XJUL

+0.81%

Winner

XPND

+5.53%

XJUL

+2.58%

Winner

XPND

+10.92%

XJUL

+4.40%

Winner

XPND

+14.59%

XJUL

+9.55%

5Y(CAGR)

XPND

+13.17%

XJUL

N/A

Max(CAGR)

Winner

XPND

+14.12%

XJUL

+9.94%

XPND vs XJUL - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	XPND	XJUL
2026	+8.43%	+4.67%
2025	+18.69%	+10.21%
2024	+32.27%	+10.77%
2023	+46.83%	+4.06%
2022	-29.70%	N/A
2021	+15.05%	N/A

XPND vs XJUL Drawdown Comparison

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

The maximum drawdown for XJUL was -9.10%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.

The current XPND drawdown is -8.20%.

Rank	XPND	XJUL
#1	-38.00% Dec 27, 2021 - Dec 15, 2023	-9.10% Feb 19, 2025 - May 12, 2025
#2	-23.37% Feb 19, 2025 - Jun 25, 2025	-4.73% Jul 31, 2023 - Nov 14, 2023
#3	-17.37% Oct 28, 2025 - May 8, 2026	-3.16% Jul 22, 2024 - Aug 15, 2024
#4	-12.65% Jul 10, 2024 - Oct 8, 2024	-2.76% Feb 25, 2026 - Apr 8, 2026
#5	-9.79% Jun 2, 2026 - Jul 20, 2026	-1.70% Aug 30, 2024 - Sep 13, 2024
#6	-9.24% Aug 30, 2021 - Nov 2, 2021	-1.66% Oct 27, 2025 - Nov 28, 2025
#7	-8.41% Mar 7, 2024 - May 20, 2024	-1.10% Dec 6, 2024 - Dec 26, 2024
#8	-5.95% Dec 16, 2024 - Jan 22, 2025	-0.99% May 19, 2025 - May 30, 2025
#9	-5.83% Nov 19, 2021 - Dec 27, 2021	-0.98% Jul 28, 2025 - Aug 8, 2025
#10	-3.86% Dec 19, 2023 - Jan 11, 2024	-0.93% Oct 8, 2025 - Oct 20, 2025
#11	-3.80% Feb 9, 2024 - Feb 29, 2024	-0.89% Mar 28, 2024 - Apr 29, 2024
#12	-3.77% Oct 8, 2025 - Oct 24, 2025	-0.78% Dec 26, 2024 - Jan 15, 2025
#13	-3.77% Jan 23, 2025 - Feb 5, 2025	-0.77% Dec 28, 2023 - Jan 10, 2024
#14	-3.53% Oct 14, 2024 - Nov 6, 2024	-0.75% Oct 18, 2024 - Nov 6, 2024
#15	-3.40% Nov 12, 2024 - Dec 4, 2024	-0.69% Jan 12, 2026 - Jan 26, 2026