Compare · 2 funds side by side · dividends reinvested

FBT and FXH

FBTFirst Trust×FXHFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,295FBT · 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%+35.3%+45.4%+28.5%+11.6%−14.3%21.9%$3.1B1.4

First Trust Health Care AlphaDEX FundSectors · Health care0.61%0.51%+26.8%+29.8%+17.6%+4.4%−12.2%16.4%$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 4, 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$17,295

FBT

FXH

First Trust Health Care AlphaDEX Fund · $1.2B$12,399

$10,000 five years ago, dividends reinvested · they hold 21.4% in common

FBTMeasureFXH

+35.3%Year to dateJan 1 → Nov 4+26.8%

+45.4%1 yearTotal return+29.8%

+28.5%3 years · per year$10,000 became $21,223 · $16,244+17.6%

+11.6%5 years · per year$10,000 became $17,295 · $12,399+4.4%

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

0.00%Trailing 12-mo yield$0 · $51 a year on $10k0.51%

−14.3%Worst dropSmaller is better−12.2%

21.9%VolatilityLower is calmer16.4%

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

5–3FBT wins

End-of-day Nov 4, 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

20.3%in top 5

FXH

in top 512.4%

FBTStockFXH

4.8%GMABnot top 5

4.2%REGNnot top 5

3.9%EXELnot top 5

3.7%HALO2.6%

3.7%NBIXnot top 5

not top 5ZBH2.5%

not top 5CI2.4%

not top 5CNC2.4%

not top 5CAI2.4%

Held in common21.4%

End-of-day Nov 4, 2026 · share of each fund

FBT vs FXH Returns, Every Period

First TrustFBT

+11.6%

5 years, per year

FXHFirst Trust

+4.4%

5 years, per year

FBTFXHFaded: behind in that period

4–0FBT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FBT vs FXH

YTD

First TrustFBT

+35.3%

FXHFirst Trust

+26.8%

+35.3%Year to date+26.8%

−14.3%Worst drop · 1Y−12.2%

21.9%Volatility · 1Y16.4%

0.0%Yield0.5%

$3.1BAssets$1.2B

3–1FXH wins

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: FBT, FXH

0.51%highest, FXH

FundTrailing yieldYield$10k

FXH0.51%$51

FBT0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, FXH

FXH$51 − $61 = −$10

FBT$0 − $55 = −$55

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FBT, FXH

Today

21.4%most shared, FBT and FXH

FBTFXH

FBT—21.4%

FXH21.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+45.4%FBT, at 21.9% volatility

FXHWorst drop−12.2%16.4% vol

FBTWorst drop−14.3%21.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FXHFBT

+26.8%Year to date+35.3%

0.5%Yield0.0%

+29.8%Past year+45.4%

0.61%Fee0.55%

3–1FBT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026