Compare · 3 funds side by side · dividends reinvested

FBT, FTEC and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,397FTEC · best of the three

02 / 04

FBT, FTEC and XLF, 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%$3.1B1.9

Fidelity MSCI Information Technology Index ETFSectors · Technology0.08%0.40%+22.8%+16.9%+32.8%+17.5%−15.8%25.6%$22.1B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B2.1

Rank among the three1st → 3rdFee, 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 · FTEC 2013 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

FBT

FTEC

Fidelity MSCI Information Technology Index ETF · $22.1B$22,397

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FBTMeasureFTEC

+33.7%Year to dateJan 1 → Nov 3+22.8%

+43.0%1 yearTotal return+16.9%

+28.0%3 years · per year$10,000 became $20,979 · $23,419+32.8%

+10.9%5 years · per year$10,000 became $16,808 · $22,397+17.5%

0.55%Expense ratio$55 · $8 a year on $10k · lower is better0.08%

0.00%Trailing 12-mo yield$0 · $40 a year on $10k0.40%

−14.3%Worst dropSmaller is better−15.8%

21.9%VolatilityLower is calmer25.6%

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

4–4Level

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 FTEC: Top 5 Holdings

Today

FBT

19.9%in top 5

FTEC

in top 555.3%

FBTStockFTEC

not top 5AAPL17.9%

not top 5NVDA17.2%

not top 5MSFT12.2%

4.9%GMABnot top 5

not top 5AVGO4.2%

3.9%REGNnot top 5

not top 5MU3.9%

3.8%HALOnot top 5

3.7%EXELnot top 5

3.6%GILDnot top 5

Held in common0.0%

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

FBT vs FTEC Returns, Every Period

First TrustFBT

+10.9%

5 years, per year

FTECFidelity

+17.5%

5 years, per year

FBTFTECFaded: behind in that period

2–2Level

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

FBT vs XLF

YTD

First TrustFBT

+33.7%

XLFSPDR

+5.7%

+33.7%Year to date+5.7%

−14.3%Worst drop · 1Y−14.8%

21.9%Volatility · 1Y14.6%

0.0%Yield1.4%

$3.1BAssets$54.2B

2–2level

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

Cost, Income and Risk

Fees: FBT, FTEC, XLF

Today

0.08%lowest, FTEC

FundExpense ratioFee$10k

FTEC0.08%$8

XLF0.08%$8

FBT0.55%$55

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

Yields: FBT, FTEC, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

FTEC0.40%$40

FBT0.00%$0

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

FTEC$40 − $8 = $32

FBT$0 − $55 = −$55

KeptFee

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

Overlap: FBT, FTEC, XLF

Today

0.0%most shared, FBT and FTEC

FBTFTECXLF

FBT—0.0%0.0%

FTEC0.0%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+43.0%FBT, at 21.9% volatility

XLFWorst drop−14.8%14.6% vol

FBTWorst drop−14.3%21.9% vol

FTECWorst drop−15.8%25.6% vol

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

Paid More vs Made More

YTD

XLFFBT

+5.7%Year to date+33.7%

1.4%Yield0.0%

+10.9%Past year+43.0%

0.08%Fee0.55%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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