Compare · 2 funds side by side · dividends reinvested

FXL and IBB

FXLFirst Trust×IBBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,225FXL · best of the two

02 / 04

FXL and IBB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Biotechnology ETFSectors · Technology0.44%0.15%+31.1%+40.7%+25.4%+7.3%−9.6%22.8%$11.2B1.3

First Trust Technology AlphaDEX FundSectors · Technology0.60%0.00%+23.8%+18.4%+26.0%+10.2%−15.2%27.2%$2.6B1.8

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: FXL 2007 · IBB 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Technology AlphaDEX Fund · $2.6B$16,225

FXL

IBB

iShares Biotechnology ETF · $11.2B$14,214

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

FXLMeasureIBB

+23.8%Year to dateJan 1 → Nov 4+31.1%

+18.4%1 yearTotal return+40.7%

+26.0%3 years · per year$10,000 became $20,022 · $19,707+25.4%

+10.2%5 years · per year$10,000 became $16,225 · $14,214+7.3%

0.60%Expense ratio$60 · $44 a year on $10k · lower is better0.44%

0.00%Trailing 12-mo yield$0 · $15 a year on $10k0.15%

−15.2%Worst dropSmaller is better−9.6%

27.2%VolatilityLower is calmer22.8%

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

2–6IBB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FXL vs IBB: Top 5 Holdings

Today

FXL

9.2%in top 5

IBB

in top 537.0%

FXLStockIBB

not top 5GILD8.9%

not top 5AMGN8.3%

not top 5VRTX7.5%

not top 5REGN6.6%

not top 5MRNA5.7%

2.0%EPAMnot top 5

1.9%NIQnot top 5

1.8%MBGLnot top 5

1.8%CTSHnot top 5

1.8%PTCnot top 5

Held in common0.0%

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

FXL vs IBB Returns, Every Period

First TrustFXL

+10.2%

5 years, per year

IBBiShares

+7.3%

5 years, per year

FXLIBBFaded: behind in that period

2–2Level

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

FXL vs IBB

YTD

First TrustFXL

+23.8%

IBBiShares

+31.1%

+23.8%Year to date+31.1%

−15.2%Worst drop · 1Y−9.6%

27.2%Volatility · 1Y22.8%

0.0%Yield0.2%

$2.6BAssets$11.2B

4–0IBB wins

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

Cost, Income and Risk

Fees: FXL, IBB

Today

0.44%lowest, IBB

FundExpense ratioFee$10k

IBB0.44%$44

FXL0.60%$60

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

Yields: FXL, IBB

0.15%highest, IBB

FundTrailing yieldYield$10k

IBB0.15%$15

FXL0.00%$0

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

Income After Fees on $10,000

−$29most kept, IBB

IBB$15 − $44 = −$29

FXL$0 − $60 = −$60

KeptFee

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

Overlap: FXL, IBB

Today

0.0%most shared, FXL and IBB

FXLIBB

FXL—0.0%

IBB0.0%—

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

Return vs Bumpiness: 2 ETFs

+40.7%IBB, at 22.8% volatility

IBBWorst drop−9.6%22.8% vol

FXLWorst drop−15.2%27.2% vol

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

Paid More vs Made More

YTD

IBBFXL

+31.1%Year to date+23.8%

0.2%Yield0.0%

+40.7%Past year+18.4%

0.44%Fee0.60%

4–0IBB 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