FBT vs IBB

AFBT

BIBB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,141FBT · IBB $13,275

Lowest cost0.44%IBB · $44 on $10k

Most income0.16%IBB · $16 on $10k

Smallest drop−9.6%IBB · worst fall in 1Y

Held in common43.5%FBT and IBB

FBT

IBB

First Trust NYSE Arca Biotechnology Index Fund · $3.1BiShares Biotechnology ETF · $11.4B

+26.2%3 years · per year$20,098 · $18,606+23.0%

+10.0%5 years · per year$16,141 · $13,275+5.8%

0.55%Expense ratio$55 · $44 on $10k · lower wins0.44%

0.00%12-mo yield$0 · $16 on $10k0.16%

−14.3%Worst dropSmaller wins−9.6%

22.5%VolatilityLower wins23.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFBT · IBB

4.0%REGN6.2%

3.7%GILD9.0%

3.7%AMGN8.4%

3.6%ARGX3.5%

Held in common43.5%

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

Both

5Y2 funds

#			Trend
1	AFBT	First Trust NYSE Arca Biotechnology Index FundRead Desk		0.55%	0.00%	−5.0%	+28.5%	+39.6%	+26.2%	+10.0%	−14.3%	$3.1B
2	BIBB	iShares Biotechnology ETFRead Desk		0.44%	0.16%	−5.0%	+24.5%	+34.8%	+23.0%	+5.8%	−9.6%	$11.4B

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

Both

5Y2 funds

#			Trend
1	AFBT	First Trust NYSE Arca Biotechnology Index FundRead Desk		0.55%	0.00%	−5.0%	+28.5%	+39.6%	+26.2%	+10.0%	−14.3%	$3.1B
2	BIBB	iShares Biotechnology ETFRead Desk		0.44%	0.16%	−5.0%	+24.5%	+34.8%	+23.0%	+5.8%	−9.6%	$11.4B

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

Cards for this view

FBT vs IBB

FBT

First Trust NYSE Arca Biotechnology Index Fund

$16,141

IBB

iShares Biotechnology

$13,275

MeasureFBTIBB

Fee0.55%0.44%

Cost on $10k a year$55$44

Yield0.00%0.16%

5 years, per year+10.0%+5.8%

3 years, per year+26.2%+23.0%

Worst drop · 1Y−14.3%−9.6%

Volatility · 1Y22.5%23.4%

3–3measures won
level

43.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FBT, IBB

Today

43.5%most shared, FBT and IBB

FBTIBB

FBT—43.5%

IBB43.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$28most kept, IBB

IBB$16 − $44 = −$28

FBT$0 − $55 = −$55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee