FBT vs XBI

AFBT

BXBI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,141FBT · XBI $11,836

Lowest cost0.35%XBI · $35 on $10k

Most income0.37%XBI · $37 on $10k

Smallest drop−14.3%FBT · worst fall in 1Y

Held in common26.0%FBT and XBI

FBT

XBI

First Trust NYSE Arca Biotechnology Index Fund · $3.1BState Street SPDR S&P Biotech ETF · $10.9B

+26.2%3 years · per year$20,098 · $22,550+31.1%

+10.0%5 years · per year$16,141 · $11,836+3.4%

0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $37 on $10k0.37%

−14.3%Worst dropSmaller wins−14.9%

22.5%VolatilityLower wins29.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFBT · XBI

3.9%EXEL1.8%

3.7%AMGN1.7%

3.7%HALO1.7%

3.6%BIIB1.7%

Held in common26.0%

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	BXBI	State Street SPDR S&P Biotech ETFRead Desk		0.35%	0.37%	−6.7%	+21.8%	+37.9%	+31.1%	+3.4%	−14.9%	$10.9B

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	BXBI	State Street SPDR S&P Biotech ETFRead Desk		0.35%	0.37%	−6.7%	+21.8%	+37.9%	+31.1%	+3.4%	−14.9%	$10.9B

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 XBI

FBT

First Trust NYSE Arca Biotechnology Index Fund

$16,141

XBI

SPDR S&P Biotech

$11,836

MeasureFBTXBI

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield0.00%0.37%

5 years, per year+10.0%+3.4%

3 years, per year+26.2%+31.1%

Worst drop · 1Y−14.3%−14.9%

Volatility · 1Y22.5%29.9%

3–3measures won
level

26.0%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FBT, XBI

Today

26.0%most shared, FBT and XBI

FBTXBI

FBT—26.0%

XBI26.0%—

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

Income After Fees on $10,000

$2most kept, XBI

XBI$37 − $35 = $2

FBT$0 − $55 = −$55

KeptFee

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