FBT vs FXH

AFBT

BFXH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,808FBT · XLF $15,353

Lowest cost0.08%XLF · $8 on $10k

Most income1.44%XLF · $144 on $10k

Smallest drop−12.2%FXH · worst fall in 1Y

Held in common21.5%FBT and FXH

FBT

FXH

First Trust NYSE Arca Biotechnology Index Fund · $3.1BFirst Trust Health Care AlphaDEX Fund · $1.2B

+28.0%3 years · per year$20,979 · $15,604+16.0%

+10.9%5 years · per year$16,808 · $11,783+3.3%

0.55%Expense ratio$55 · $61 on $10k · lower wins0.61%

0.00%12-mo yield$0 · $53 on $10k0.53%

−14.3%Worst dropSmaller wins−12.2%

21.9%VolatilityLower wins15.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFBT · FXH

3.8%HALO2.7%

3.3%NTRA2.3%

3.9%REGN2.2%

3.7%EXEL2.2%

Held in common21.5%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AFBT	First Trust NYSE Arca Biotechnology Index FundRead Desk	0.55%	0.00%	+0.8%	+33.7%	+43.0%	+28.0%	+10.9%	−14.3%	$3.1B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
3	BFXH	First Trust Health Care AlphaDEX FundRead Desk	0.61%	0.53%	+0.2%	+21.8%	+24.6%	+16.0%	+3.3%	−12.2%	$1.2B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFBT	First Trust NYSE Arca Biotechnology Index FundRead Desk	0.55%	0.00%	+0.8%	+33.7%	+43.0%	+28.0%	+10.9%	−14.3%	$3.1B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
3	BFXH	First Trust Health Care AlphaDEX FundRead Desk	0.61%	0.53%	+0.2%	+21.8%	+24.6%	+16.0%	+3.3%	−12.2%	$1.2B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FBT vs FXH

FBT

First Trust NYSE Arca Biotechnology Index Fund

$16,808

FXH

First Trust Health Care AlphaDEX Fund

$11,783

MeasureFBTFXH

Fee0.55%0.61%

Cost on $10k a year$55$61

Yield0.00%0.53%

5 years, per year+10.9%+3.3%

3 years, per year+28.0%+16.0%

Worst drop · 1Y−14.3%−12.2%

Volatility · 1Y21.9%15.9%

3–3measures won
level

21.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: FBT, FXH, XLF

Today

21.5%most shared, FBT and FXH

FBTFXHXLF

FBT—21.5%0.0%

FXH21.5%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

FXH$53 − $61 = −$8

FBT$0 − $55 = −$55

KeptFee

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