Compare · 2 funds side by side · dividends reinvested

MDEV and XBI

MDEVFirst 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

MDEV 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%$10.5B1.1

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+5.3%+7.9%+8.7%−2.5%−18.2%16.5%$3M1.9

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: MDEV 2021 · XBI 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Medical Devices ETF · $3M$8,803

MDEV

XBI

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

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

MDEVMeasureXBI

+5.3%Year to dateJan 1 → Nov 3+27.2%

+7.9%1 yearTotal return+38.1%

+8.7%3 years · per year$10,000 became $12,846 · $24,320+34.5%

−2.5%5 years · per year$10,000 became $8,803 · $12,576+4.7%

0.70%Expense ratio$70 · $35 a year on $10k · lower is better0.35%

0.10%Trailing 12-mo yield$10 · $35 a year on $10k0.35%

−18.2%Worst dropSmaller is better−14.9%

16.5%VolatilityLower is calmer29.1%

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

1–7XBI wins

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

More Ways to See the Pairs

MDEV vs XBI: Top 5 Holdings

Today

MDEV

11.0%in top 5

XBI

in top 59.7%

MDEVStockXBI

not top 5MRNA2.4%

2.3%GEHCnot top 5

2.2%WSTnot top 5

2.2%COH.AXnot top 5

2.2%ALC.SWnot top 5

2.2%TFXnot top 5

not top 5TWST2.0%

not top 5NTRA1.9%

not top 5HALO1.8%

not top 5BIIB1.7%

Held in common0.0%

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

MDEV vs XBI Returns, Every Period

First TrustMDEV

−2.5%

5 years, per year

XBISPDR

+4.7%

5 years, per year

MDEVXBIFaded: behind in that period

0–4XBI wins

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

MDEV vs XBI

YTD

First TrustMDEV

+5.3%

XBISPDR

+27.2%

+5.3%Year to date+27.2%

−18.2%Worst drop · 1Y−14.9%

16.5%Volatility · 1Y29.1%

0.1%Yield0.4%

$3.3MAssets$10.5B

3–1XBI wins

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

Cost, Income and Risk

Fees: MDEV, XBI

Today

0.35%lowest, XBI

FundExpense ratioFee$10k

XBI0.35%$35

MDEV0.70%$70

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

Yields: MDEV, XBI

0.35%highest, XBI

FundTrailing yieldYield$10k

XBI0.35%$35

MDEV0.10%$10

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

Income After Fees on $10,000

$0most kept, XBI

XBI$35 − $35 = $0

MDEV$10 − $70 = −$60

KeptFee

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

Overlap: MDEV, XBI

Today

0.0%most shared, MDEV and XBI

MDEVXBI

MDEV—0.0%

XBI0.0%—

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

MDEVWorst drop−18.2%16.5% 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

XBIMDEV

+27.2%Year to date+5.3%

0.4%Yield0.1%

+38.1%Past year+7.9%

0.35%Fee0.70%

4–0XBI 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