Compare · 2 funds side by side · dividends reinvested

FDN and IBB

FDNFirst Trust×IBBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,634IBB · best of the two

02 / 04

FDN and IBB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Biotechnology ETFSectors · Technology0.44%0.16%+27.8%+35.5%+24.5%+6.4%−9.6%22.7%$11.5B1.1

First Trust Dow Jones Internet Index FundSectors · Technology0.49%0.00%−1.0%−6.2%+21.4%+1.8%−20.4%21.3%$4.8B1.9

Rank among the two1st → 2ndFee, 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: FDN 2006 · IBB 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Internet Index Fund · $4.8B$10,948

FDN

IBB

iShares Biotechnology ETF · $11.5B$13,634

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

FDNMeasureIBB

−1.0%Year to dateJan 1 → Nov 3+27.8%

−6.2%1 yearTotal return+35.5%

+21.4%3 years · per year$10,000 became $17,878 · $19,307+24.5%

+1.8%5 years · per year$10,000 became $10,948 · $13,634+6.4%

0.49%Expense ratio$49 · $44 a year on $10k · lower is better0.44%

0.00%Trailing 12-mo yield$0 · $16 a year on $10k0.16%

−20.4%Worst dropSmaller is better−9.6%

21.3%VolatilityLower is calmer22.7%

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

1–7IBB wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDN vs IBB: Top 5 Holdings

Today

FDN

40.1%in top 5

IBB

in top 536.8%

FDNStockIBB

10.3%AMZNnot top 5

10.2%METAnot top 5

9.0%CSCOnot top 5

not top 5GILD8.9%

not top 5AMGN8.3%

not top 5VRTX7.9%

not top 5REGN6.2%

5.6%NFLXnot top 5

not top 5MRNA5.5%

5.1%GOOGLnot top 5

Held in common0.0%

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

FDN vs IBB Returns, Every Period

First TrustFDN

+1.8%

5 years, per year

IBBiShares

+6.4%

5 years, per year

FDNIBBFaded: behind in that period

0–4IBB wins

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

FDN vs IBB

YTD

First TrustFDN

−1.0%

IBBiShares

+27.8%

−1.0%Year to date+27.8%

−20.4%Worst drop · 1Y−9.6%

21.3%Volatility · 1Y22.7%

0.0%Yield0.2%

$4.8BAssets$11.5B

3–1IBB wins

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

Cost, Income and Risk

Fees: FDN, IBB

Today

0.44%lowest, IBB

FundExpense ratioFee$10k

IBB0.44%$44

FDN0.49%$49

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

Yields: FDN, IBB

0.16%highest, IBB

FundTrailing yieldYield$10k

IBB0.16%$16

FDN0.00%$0

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

Income After Fees on $10,000

−$28most kept, IBB

IBB$16 − $44 = −$28

FDN$0 − $49 = −$49

KeptFee

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

Overlap: FDN, IBB

Today

0.0%most shared, FDN and IBB

FDNIBB

FDN—0.0%

IBB0.0%—

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

Return vs Bumpiness: 2 ETFs

+35.5%IBB, at 22.7% volatility

FDNWorst drop−20.4%21.3% vol

IBBWorst drop−9.6%22.7% vol

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

Paid More vs Made More

YTD

IBBFDN

+27.8%Year to date−1.0%

0.2%Yield0.0%

+35.5%Past year−6.2%

0.44%Fee0.49%

4–0IBB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$128B

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%

$42.5BAssets$46.2B

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$814B

0–0level

End-of-day Nov 3, 2026