Compare · 2 funds side by side · dividends reinvested

FBT and FXH

FBTFirst Trust×FXHFirst Trust×

Versus in desk

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$14,304FBT · best of the two

02 / 04

FBT and FXH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NYSE Arca Biotechnology Index FundSectors · Technology0.55%0.00%+33.7%+43.0%+28.0%+10.9%−14.3%21.9%$3.1B1.4

First Trust Health Care AlphaDEX FundSectors · Health care0.61%0.53%+21.8%+24.6%+16.0%+3.3%−12.2%15.9%$1.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FBT 2006 · FXH 2007

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NYSE Arca Biotechnology Index Fund · $3.1B$16,808

FBT

FXH

First Trust Health Care AlphaDEX Fund · $1.2B$11,783

$10,000 five years ago, dividends reinvested · they hold 21.5% in common

FBTMeasureFXH

+33.7%Year to dateJan 1 → Nov 3+21.8%

+43.0%1 yearTotal return+24.6%

+28.0%3 years · per year$10,000 became $20,979 · $15,604+16.0%

+10.9%5 years · per year$10,000 became $16,808 · $11,783+3.3%

0.55%Expense ratio$55 · $61 a year on $10k · lower is better0.61%

0.00%Trailing 12-mo yield$0 · $53 a year on $10k0.53%

−14.3%Worst dropSmaller is better−12.2%

21.9%VolatilityLower is calmer15.9%

FBTFXH Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3FBT wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FBT vs FXH: Top 5 Holdings

Today

FBT

19.9%in top 5

FXH

in top 512.6%

FBTStockFXH

4.9%GMABnot top 5

3.9%REGNnot top 5

3.8%HALO2.7%

3.7%EXELnot top 5

3.6%GILDnot top 5

not top 5CAI2.5%

not top 5CNC2.5%

not top 5CI2.5%

not top 5ZBH2.4%

Held in common21.5%

End-of-day Nov 3, 2026 · share of each fund

FBT vs FXH Returns, Every Period

First TrustFBT

+10.9%

5 years, per year

FXHFirst Trust

+3.3%

5 years, per year

FBTFXHFaded: behind in that period

4–0FBT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FBT vs FXH

YTD

First TrustFBT

+33.7%

FXHFirst Trust

+21.8%

+33.7%Year to date+21.8%

−14.3%Worst drop · 1Y−12.2%

21.9%Volatility · 1Y15.9%

0.0%Yield0.5%

$3.1BAssets$1.2B

3–1FXH wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FBT, FXH

Today

0.55%lowest, FBT

FundExpense ratioFee$10k

FBT0.55%$55

FXH0.61%$61

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FBT, FXH

0.53%highest, FXH

FundTrailing yieldYield$10k

FXH0.53%$53

FBT0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$8most kept, FXH

FXH$53 − $61 = −$8

FBT$0 − $55 = −$55

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FBT, FXH

Today

21.5%most shared, FBT and FXH

FBTFXH

FBT—21.5%

FXH21.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+43.0%FBT, at 21.9% volatility

FXHWorst drop−12.2%15.9% vol

FBTWorst drop−14.3%21.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FXHFBT

+21.8%Year to date+33.7%

0.5%Yield0.0%

+24.6%Past year+43.0%

0.61%Fee0.55%

3–1FBT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026