First Trust Expanded Technology ETF (XPND) Performance
XPND total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +5.2% since Dec 31, 2025
- 1 year
- +2.5% total return
- 5 years
- +12.1% a year
- Since first price
- +12.9% a year since 2021
XPND trailing returns vs SPY, QQQ, AGG
| Period | XPND total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −4.5% | −4.5% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.0% | −0.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +2.6% | +2.6% | +7.8% | +8.4% | −1.5% |
| YTD | +5.2% | +5.1% | +12.3% | +15.1% | −1.0% |
| 1 year | +2.5% | +2.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +86.3%+23.1%/yr | +85.8% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +76.7%+12.1%/yr | +75.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionJun 15, 2021 | +91.5%+12.9%/yr | +89.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: XPND vs SPY
From Jun 15, 2021: XPND grew to $19,150, SPY to $19,266.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
XPND returns by calendar year
3 of 4 full years positive. Best 2023 (+46.1%), worst 2022 (−29.7%). 2026 is year to date.
XPND annual returns table
| Year | XPND | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +5.2% | −14.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +18.8% | −23.4% | +17.7% | +20.8% | +7.2% |
| 2024 | +29.6% | −12.6% | +24.9% | +25.6% | +1.3% |
| 2023 | +46.1% | −10.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −29.7% | −36.9% | −18.2% | −32.6% | −13.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
XPND largest drawdowns
Now 10.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 27, 2021 | −38.0% | Oct 14, 2022 | Dec 15, 2023 | 10 months | 2.0 years |
| Feb 19, 2025 | −23.4% | Apr 8, 2025 | Jun 25, 2025 | 48 days | 4 months |
| Oct 28, 2025 | −17.4% | Mar 30, 2026 | May 8, 2026 | 5 months | 6 months |
| Jun 2, 2026 | −14.2% | Jul 29, 2026 | not yet | 57 days | 5 months so far |
| Jul 10, 2024 | −12.6% | Aug 5, 2024 | Oct 8, 2024 | 26 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
XPND risk statistics
| Statistic | 3 years | 5 years | Since 2021 |
|---|---|---|---|
| Annualized return | +25.2% | +14.6% | +13.5% |
| Volatility (annualized) | 18.3% | 21.8% | 21.6% |
| Sharpe ratio | 1.09 | 0.58 | 0.54 |
| Sortino ratio | 2.04 | 0.89 | 0.83 |
| Best month | +13.7% | +13.7% | +13.7% |
| Worst month | −9.6% | −12.7% | −12.7% |
| Best 12 months | +43.3% | +52.8% | +52.8% |
| Worst 12 months | +6.5% | −29.7% | −29.7% |
| Positive months | 67% | 63% | 63% |
| Beta vs S&P 500 | 1.27 | 1.26 | — |
| Correlation with S&P 500 | 0.86 | 0.90 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
XPND rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 53 | −29.7% | +20.4% | +52.8% | 81% |
| 3-year (a year) | 29 | +8.8% | +21.9% | +34.6% | 100% |
| 5-year (a year) | 5 | +11.7% | +12.6% | +15.2% | 100% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
XPND performance overview
First Trust Expanded Technology ETF (XPND) returned +2.5% over the past year and +12.1% a year over five years, with distributions reinvested. Since its first recorded price in 2021 it has returned +12.9% a year, turning $10,000 into about $19,150. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −38.0%, from Dec 27, 2021 to Oct 14, 2022, and it took 1.2 years to get back to the old high. XPND finished 3 of its 4 full calendar years with a gain; the best year was 2023 (+46.1%) and the worst 2022 (−29.7%). Volatility has been 21.6% a year.
Related: XPND chart, XPND holdings, XPND dividends, XPND valuation. See the XPND overview for the latest quote and fund facts.
XPND performance FAQ
What is the XPND return over the past year?
XPND returned +2.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 2.4%.
What is the average annual return of XPND?
XPND has returned +12.1% a year over 5 years, +12.9% a year since June 15, 2021 (total return, distributions reinvested).
How much would $10,000 invested in XPND be worth?
$10,000 invested in XPND at its first recorded close on June 15, 2021 would be worth about $19,150 on October 23, 2026 with distributions reinvested.
What was the worst year for XPND?
The worst calendar year was 2022, with a total return of −29.7%. The best was 2023 at +46.1%.
What is the biggest drawdown of XPND?
The largest peak-to-trough decline was −38.0% between December 27, 2021 and October 14, 2022. It recovered to the old high on December 15, 2023, 1.2 years after the bottom.
How volatile is XPND?
Over the past 3 years XPND had an annualized volatility of 18.3% and a Sharpe ratio of 1.09 (excess return over 1–3 month T-bills per unit of risk).