Compare · 2 funds side by side · dividends reinvested

FBT and XBI

FBTFirst Trust×XBISPDR×

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 XBI, 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%$3.1B1.5

State Street SPDR S&P Biotech ETFSectors · Health care0.35%0.34%+30.6%+45.4%+34.9%+5.5%−14.9%29.1%$10.5B1.5

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 · XBI 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NYSE Arca Biotechnology Index Fund · $3.1B$17,295

FBT

XBI

State Street SPDR S&P Biotech ETF · $10.5B$13,100

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

FBTMeasureXBI

+35.3%Year to dateJan 1 → Nov 4+30.6%

+45.4%1 yearTotal return+45.4%

+28.5%3 years · per year$10,000 became $21,223 · $24,560+34.9%

+11.6%5 years · per year$10,000 became $17,295 · $13,100+5.5%

0.55%Expense ratio$55 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $34 a year on $10k0.34%

−14.3%Worst dropSmaller is better−14.9%

21.9%VolatilityLower is calmer29.1%

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

4–3FBT 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 XBI: Top 5 Holdings

Today

FBT

20.3%in top 5

XBI

in top 59.5%

FBTStockXBI

4.8%GMABnot top 5

4.2%REGN1.8%

3.9%EXEL1.8%

3.7%HALO1.8%

3.7%NBIXnot top 5

not top 5MRNA2.5%

not top 5UTHR1.7%

Held in common26.3%

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

FBT vs XBI Returns, Every Period

First TrustFBT

+11.6%

5 years, per year

XBISPDR

+5.5%

5 years, per year

FBTXBIFaded: behind in that period

2–1FBT wins

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

FBT vs XBI

YTD

First TrustFBT

+35.3%

XBISPDR

+30.6%

+35.3%Year to date+30.6%

−14.3%Worst drop · 1Y−14.9%

21.9%Volatility · 1Y29.1%

0.0%Yield0.3%

$3.1BAssets$10.5B

3–1FBT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FBT, XBI

Today

0.35%lowest, XBI

FundExpense ratioFee$10k

XBI0.35%$35

FBT0.55%$55

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

Yields: FBT, XBI

0.34%highest, XBI

FundTrailing yieldYield$10k

XBI0.34%$34

FBT0.00%$0

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

Income After Fees on $10,000

−$1most kept, XBI

XBI$34 − $35 = −$1

FBT$0 − $55 = −$55

KeptFee

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

Overlap: FBT, XBI

Today

26.3%most shared, FBT and XBI

FBTXBI

FBT—26.3%

XBI26.3%—

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

Return vs Bumpiness: 2 ETFs

+45.4%XBI, at 29.1% volatility

FBTWorst drop−14.3%21.9% vol

XBIWorst drop−14.9%29.1% vol

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

Paid More vs Made More

YTD

XBIFBT

+30.6%Year to date+35.3%

0.3%Yield0.0%

+45.4%Past year+45.4%

0.35%Fee0.55%

2–1XBI 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