Compare · 2 funds side by side · dividends reinvested

FXH and XBI

FXHFirst Trust×XBISPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,576XBI · best of the two

02 / 04

FXH and XBI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Biotech ETFSectors · Health care0.35%0.35%+27.2%+38.1%+34.5%+4.7%−14.9%29.1%$10.5B1.4

First Trust Health Care AlphaDEX FundSectors · Health care0.61%0.53%+21.8%+24.6%+16.0%+3.3%−12.2%15.9%$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 3, 2026 · returns include dividends · since: FXH 2007 · XBI 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Health Care AlphaDEX Fund · $1.2B$11,783

FXH

XBI

State Street SPDR S&P Biotech ETF · $10.5B$12,576

$10,000 five years ago, dividends reinvested · they hold 20.4% in common

FXHMeasureXBI

+21.8%Year to dateJan 1 → Nov 3+27.2%

+24.6%1 yearTotal return+38.1%

+16.0%3 years · per year$10,000 became $15,604 · $24,320+34.5%

+3.3%5 years · per year$10,000 became $11,783 · $12,576+4.7%

0.61%Expense ratio$61 · $35 a year on $10k · lower is better0.35%

0.53%Trailing 12-mo yield$53 · $35 a year on $10k0.35%

−12.2%Worst dropSmaller is better−14.9%

15.9%VolatilityLower is calmer29.1%

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

3–5XBI wins

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

More Ways to See the Pairs

FXH vs XBI: Top 5 Holdings

Today

FXH

12.6%in top 5

XBI

in top 59.7%

FXHStockXBI

2.7%HALO1.8%

2.5%CAInot top 5

2.5%CNCnot top 5

2.5%CInot top 5

2.4%ZBHnot top 5

not top 5MRNA2.4%

not top 5TWST2.0%

not top 5NTRA1.9%

not top 5BIIB1.7%

Held in common20.4%

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

FXH vs XBI Returns, Every Period

First TrustFXH

+3.3%

5 years, per year

XBISPDR

+4.7%

5 years, per year

FXHXBIFaded: behind in that period

0–4XBI wins

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

FXH vs XBI

YTD

First TrustFXH

+21.8%

XBISPDR

+27.2%

+21.8%Year to date+27.2%

−12.2%Worst drop · 1Y−14.9%

15.9%Volatility · 1Y29.1%

0.5%Yield0.4%

$1.2BAssets$10.5B

3–1FXH wins

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

Cost, Income and Risk

Fees: FXH, XBI

Today

0.35%lowest, XBI

FundExpense ratioFee$10k

XBI0.35%$35

FXH0.61%$61

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

Yields: FXH, XBI

0.53%highest, FXH

FundTrailing yieldYield$10k

FXH0.53%$53

XBI0.35%$35

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

Income After Fees on $10,000

$0most kept, XBI

XBI$35 − $35 = $0

FXH$53 − $61 = −$8

KeptFee

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

Overlap: FXH, XBI

Today

20.4%most shared, FXH and XBI

FXHXBI

FXH—20.4%

XBI20.4%—

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

Return vs Bumpiness: 2 ETFs

+38.1%XBI, at 29.1% volatility

FXHWorst drop−12.2%15.9% vol

XBIWorst drop−14.9%29.1% vol

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

Paid More vs Made More

YTD

FXHXBI

+21.8%Year to date+27.2%

0.5%Yield0.4%

+24.6%Past year+38.1%

0.61%Fee0.35%

3–1XBI 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$109B

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%

$41.8BAssets$46.0B

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$798B

0–0level

End-of-day Nov 3, 2026