First Trust Expanded Technology ETF
Ticker
XPND
ISIN
US33740U851
Price
USD 33.99
Change Today
+0.43 / 1.272 %
Price 1 year ago
35.84 / -5.151 %
Morningstar
-
52 Week Low
33.47
52 Week High
36.12
200 Day Moving Average 34.67
34.67
50-day Moving Average
34.67
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | -6.129% |
| Average Annual Volatility | 7.462% |
| Sharpe Ratio | -0.82 |
| Sortino Ratio | -0.46 |
| Maximum Drawdown | -7.000000000000001% |
| Maximum Drawdown Date | 2026-02-05 |
| Calmar Ratio | 8.71 |
Company information
Summary
The investment seeks to provide long-term capital appreciation. The fund will invest at least 80% of its net assets in the common stocks of companies identified by it’s investment advisor as either information technology companies or financial companies and communication services companies whose operations are principally derived from and/or dependent upon technology ( “Expanded Technology Companies” ). The fund’s investments will be concentrated (i.e., invest more than 25% of fund assets) in the industries or group of industries comprising the information technology sector. It is non-diversified.
Market
US
Category
Technology
Expense Ratio
0.65%
Fund family
First Trust
Morningstar
-
Yield
-
Exchange
PCX
| Sector | Weight |
|---|---|
| Technology | 73.07% |
| Communication services | 11.30% |
| Financial services | 9.02% |
| Industrials | 6.40% |
| Realestate | 0.00% |
| Consumer cyclical | 0.00% |
| Basic materials | 0.00% |
| Consumer defensive | 0.00% |
| Utilities | 0.00% |
| Energy | 0.00% |
| Healthcare | 0.00% |
| Country | Ratio |
|---|---|
| United States | 100.00 |
| Argentina | 0.00 |
| Australia | 0.00 |
| Austria | 0.00 |
| Belgium | 0.00 |
| Brazil | 0.00 |
| Canada | 0.00 |
| Chile | 0.00 |
| China | 0.00 |
| Colombia | 0.00 |
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| ADBE | Adobe Inc | 5.1% |
| INTU | Intuit Inc | 4.85% |
| AAPL | Apple Inc | 4.79% |
| NVDA | NVIDIA Corp | 4.77% |
| MSFT | Microsoft Corp | 4.76% |
| QCOM | Qualcomm Inc | 4.65% |
| GOOGL | Alphabet Inc Class A | 4.56% |
| ORCL | Oracle Corp | 4.49% |
| FB | Facebook Inc Class A | 4.48% |
| PYPL | PayPal Holdings Inc | 4.44% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FTEC | Fidelity MSCI Information Technology Index ETF | US316092808 | PCX | 0.08% | 5 | -4.94 | |
| IITU.L | iShares V PLC - iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) | LSE | 0.15% | 5 | |||
| IUIT.L | iShares V PLC - iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) | LSE | 0.15% | 5 | |||
| SXLK.L | SPDR S&P U.S. Technology Select Sector UCITS ETF | IE00BWBXM94 | LSE | 0.15% | 5 | +1.54 | |
| TDV | ProShares S&P Technology Dividend Aristocrats ETF | IE00B6YX5D4 | BTS | 0.45% | 5 | +8.29 | -- |
| VGT | Vanguard Information Technology Index Fund | PCX | 0.10% | 5 | -5.04 | ||
| XDWT.L | Xtrackers MSCI World Information Technology UCITS ETF | IE00BM67HT6 | LSE | 0.25% | 5 | -0.11 | |
| XUTC.L | Xtrackers MSCI USA Information Technology UCITS ETF | IE00BGQYRS4 | LSE | 0.12% | 5 | -0.79 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend. - Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend. - Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction. - Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend. - Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce. - Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk. - Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.