XPND vs. BPH

Last updated Jun 21, 2026

XPND (First Trust Expanded Technology ETF) and BPH (BP p.l.c. ADRhedged ETF) are both exchange-traded funds - XPND is a Technology Equities fund actively managed by First Trust, while BPH is a Energy Equities fund actively managed by Precidian. Both are actively managed. At a 0.01 correlation, their price movements are largely independent. XPND charges 0.65%/yr vs 0.19%/yr for BPH.

Performance

XPND vs. BPH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Expanded Technology ETF (XPND) and BP p.l.c. ADRhedged ETF (BPH). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

XPND

• 1D: 2.66%
• 1M: 4.60%
• YTD: 14.72%
• 6M: 14.04%
• 1Y: 30.48%
• 3Y*: 26.10%
• 5Y*: 16.01%
• 10Y*: —

BPH

• 1D: -1.91%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

XPND vs. BPH - Yearly Performance Comparison

	2026 (YTD)
XPND First Trust Expanded Technology ETF	4.60%
BPH BP p.l.c. ADRhedged ETF	-6.27%

Correlation

The correlation between XPND and BPH is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 26, 2026	0.01

XPND vs. BPH - Sectors Allocation Comparison

Sectors	XPND	BPH
Technology	74.6%	-
Communication Services	17.7%	-
Financial Services	7.7%	-
Basic Materials	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	100.0%
Healthcare	-	-
Industrials	-	-
Real Estate	-	-
Utilities	-	-

Return for Risk

XPND vs. BPH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XPND

XPND Risk / Return Rank: 40
XPND Sharpe Ratio Rank: 46
XPND Sortino Ratio Rank: 42
XPND Omega Ratio Rank: 42
XPND Calmar Ratio Rank: 35
XPND Martin Ratio Rank: 34

BPH

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XPND vs. BPH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Expanded Technology ETF (XPND) and BP p.l.c. ADRhedged ETF (BPH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	XPND	BPH	Difference
Sharpe ratio: Return per unit of total volatility	1.53	—	—
Sortino ratio: Return per unit of downside risk	2.05	—	—
Omega ratio: Gain probability vs. loss probability	1.27	—	—
Calmar ratio: Return relative to maximum drawdown	1.71	—	—
Martin ratio: Return relative to average drawdown	4.94	—	—

Drawdowns

XPND vs. BPH - Drawdown Comparison

The maximum XPND drawdown since its inception was -38.00%, which is greater than BPH's maximum drawdown of -9.43%. Use the drawdown chart below to compare losses from any high point for XPND and BPH.

Drawdown Indicators

	XPND	BPH	Difference
Max Drawdown Largest peak-to-trough decline	-38.00%	-9.43%	-28.57%
Max Drawdown (1Y) Largest decline over 1 year	-17.38%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-23.37%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-38.00%	—	—
Current Drawdown Current decline from peak	-2.20%	-9.43%	+7.23%
Average Drawdown Average peak-to-trough decline	-10.01%	-2.59%	-7.42%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.99%	—	—

Volatility

Volatility by Period

	XPND	BPH	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.18%	—	—
Volatility (6M) Calculated over the trailing 6-month period	16.02%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	19.46%	24.65%	-5.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.07%	24.65%	-0.58%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.04%	24.65%	-0.61%

XPND vs. BPH - Expense Ratio Comparison

XPND has a 0.65% expense ratio, which is higher than BPH's 0.19% expense ratio.

Dividends

XPND vs. BPH - Dividend Comparison

XPND's dividend yield for the trailing twelve months is around 0.09%, less than BPH's 0.54% yield.

Position	TTM	2025	2024	2023	2022	2021
BPH BP p.l.c. ADRhedged ETF	0.54%	0.00%	0.00%	0.00%	0.00%	0.00%
XPND First Trust Expanded Technology ETF	0.09%	0.08%	0.12%	0.18%	0.34%	0.02%

Frequently Asked Questions

Can I hold both XPND and BPH in my portfolio?

XPND and BPH have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, XPND or BPH?

On fees, BPH is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, XPND or BPH?

BPH is cheaper with a 0.19% expense ratio, compared with 0.65% for XPND.

Which ETF pays a higher dividend yield, XPND or BPH?

BPH has the higher dividend yield at 0.54%, compared with 0.09% for XPND.

What is the main difference between XPND and BPH?

XPND is categorized as Technology Equities, while BPH is Energy Equities. They also come from different issuers: First Trust and Precidian. Their fees differ too: 0.65% for XPND and 0.19% for BPH.