Compare · 2 funds side by side · dividends reinvested

FBT and XLF

FBTFirst Trust×XLFSPDR×

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 XLF, 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

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$54.2B1.6

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 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

FBT

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$16,157

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

FBTMeasureXLF

+35.3%Year to dateJan 1 → Nov 4+9.4%

+45.4%1 yearTotal return+15.3%

+28.5%3 years · per year$10,000 became $21,223 · $19,384+24.7%

+11.6%5 years · per year$10,000 became $17,295 · $16,157+10.1%

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

0.00%Trailing 12-mo yield$0 · $140 a year on $10k1.40%

−14.3%Worst dropSmaller is better−14.8%

21.9%VolatilityLower is calmer15.0%

FBTXLF 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 XLF: Top 5 Holdings

Today

FBT

20.3%in top 5

XLF

in top 543.4%

FBTStockXLF

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

not top 5MA6.5%

4.8%GMABnot top 5

4.2%REGNnot top 5

not top 5BAC4.0%

3.9%EXELnot top 5

3.7%HALOnot top 5

3.7%NBIXnot top 5

Held in common0.0%

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

FBT vs XLF Returns, Every Period

First TrustFBT

+11.6%

5 years, per year

XLFSPDR

+10.1%

5 years, per year

FBTXLFFaded: behind in that period

4–0FBT wins

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

FBT vs XLF

YTD

First TrustFBT

+35.3%

XLFSPDR

+9.4%

+35.3%Year to date+9.4%

−14.3%Worst drop · 1Y−14.8%

21.9%Volatility · 1Y15.0%

0.0%Yield1.4%

$3.1BAssets$54.2B

2–2level

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

Cost, Income and Risk

Fees: FBT, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

FBT0.55%$55

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

Yields: FBT, XLF

1.40%highest, XLF

FundTrailing yieldYield$10k

XLF1.40%$140

FBT0.00%$0

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

Income After Fees on $10,000

$132most kept, XLF

XLF$140 − $8 = $132

FBT$0 − $55 = −$55

KeptFee

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

Overlap: FBT, XLF

Today

0.0%most shared, FBT and XLF

FBTXLF

FBT—0.0%

XLF0.0%—

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

XLFWorst drop−14.8%15.0% 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

XLFFBT

+9.4%Year to date+35.3%

1.4%Yield0.0%

+15.3%Past year+45.4%

0.08%Fee0.55%

2–2level

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