Compare · 3 funds side by side · dividends reinvested

FBT, FXH and XLF

FBTFirst Trust×FXHFirst Trust×XLFSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,141FBT · best of the three

02 / 04

FBT, FXH and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NYSE Arca Biotechnology Index FundSectors · Technology0.55%0.00%+28.5%+39.6%+26.2%+10.0%−14.3%22.5%$3.1B1.8

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B2.0

First Trust Health Care AlphaDEX FundSectors · Health care0.61%0.53%+22.1%+25.1%+15.8%+3.3%−12.2%16.8%$1.2B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FBT 2006 · FXH 2007 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NYSE Arca Biotechnology Index Fund · $3.1B$16,141

FBT

FXH

First Trust Health Care AlphaDEX Fund · $1.2B$11,760

$10,000 five years ago, dividends reinvested · they hold 20.7% in common

FBTMeasureFXH

+28.5%Year to dateJan 1 → Nov 5+22.1%

+39.6%1 yearTotal return+25.1%

+26.2%3 years · per year$10,000 became $20,098 · $15,544+15.8%

+10.0%5 years · per year$10,000 became $16,141 · $11,760+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%

22.5%VolatilityLower is calmer16.8%

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

5–3FBT wins

End-of-day Nov 5, 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

20.0%in top 5

FXH

in top 512.8%

FBTStockFXH

4.7%GMABnot top 5

4.0%REGNnot top 5

3.9%EXELnot top 5

3.7%HALO2.6%

3.7%NBIXnot top 5

not top 5ZBH2.7%

not top 5CNC2.6%

not top 5GMED2.5%

not top 5UHS2.4%

Held in common20.7%

End-of-day Nov 5, 2026 · share of each fund

FBT vs FXH Returns, Every Period

First TrustFBT

+10.0%

5 years, per year

FXHFirst Trust

+3.3%

5 years, per year

FBTFXHFaded: behind in that period

4–0FBT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FBT vs XLF

YTD

First TrustFBT

+28.5%

XLFSPDR

+6.3%

+28.5%Year to date+6.3%

−14.3%Worst drop · 1Y−14.8%

22.5%Volatility · 1Y15.3%

0.0%Yield1.4%

$3.1BAssets$53.8B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FBT, FXH, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

FBT0.55%$55

FXH0.61%$61

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FBT, FXH, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

FXH0.53%$53

FBT0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

FXH$53 − $61 = −$8

FBT$0 − $55 = −$55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FBT, FXH, XLF

Today

20.7%most shared, FBT and FXH

FBTFXHXLF

FBT—20.7%0.0%

FXH20.7%—0.0%

XLF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.6%FBT, at 22.5% volatility

XLFWorst drop−14.8%15.3% vol

FXHWorst drop−12.2%16.8% vol

FBTWorst drop−14.3%22.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XLFFBT

+6.3%Year to date+28.5%

1.4%Yield0.0%

+11.4%Past year+39.6%

0.08%Fee0.55%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026