FBT vs APUE
Comparison between FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).
FBT vs APUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FBT
$2.30B
Winner
APUE
$2.40B
Expense Ratio
FBT
0.55%
Winner
APUE
0.31%
Max Drawdown
FBT
40.52%
Winner
APUE
19.07%
Sharpe Ratio
FBT
1.30
Winner
APUE
2.02
5Y Beta
Winner
FBT
0.81
APUE
0.95
P/E Ratio
FBT
62.70
Winner
APUE
27.08
Forward P/E
Winner
FBT
18.39
APUE
21.09
PEG Ratio
FBT
N/A
APUE
0.57
5Y EPS CAGR
FBT
13.84%
Winner
APUE
26.95%
Debt to Equity
FBT
195.08%
Winner
APUE
31.14%
P/S Ratio
FBT
4.60
Winner
APUE
3.45
P/B Ratio
Winner
FBT
3.56
APUE
5.31
FBT vs APUE - Holdings Comparison
FBT and APUE have 7 common holdings. Overlap is 0.73%
FBT's top 25 holdings weight is 84.46%. APUE's top 25 holdings weight is 49.11%.
| Rank | FBT | APUE |
|---|---|---|
| #1 | BIONTECH SE ADR (BNTX) - 3.77% | NVIDIA CORP (NVDA) - 6.76% |
| #2 | ADMA BIOLOGICS INC (ADMA) - 3.58% | APPLE INC (AAPL) - 5.97% |
| #3 | REPLIGEN CORP (RGEN) - 3.56% | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.61% |
| #4 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 3.52% | MICROSOFT CORP (MSFT) - 4.54% |
| #5 | ILLUMINA INC (ILMN) - 3.52% | AMAZON.COM INC (AMZN) - 3.85% |
| #6 | VERACYTE INC (VCYT) - 3.47% | ALPHABET INC CLASS A (GOOGL) - 3.41% |
| #7 | CORCEPT THERAPEUTICS INC (CORT) - 3.47% | BROADCOM INC (AVGO) - 2.91% |
| #8 | BIOGEN INC (BIIB) - 3.47% | ALPHABET INC CLASS C (GOOG) - 2.71% |
| #9 | BIO-TECHNE CORP (TECH) - 3.46% | META PLATFORMS INC CLASS A (META) - 1.94% |
| #10 | BRUKER CORP (BRKR) - 3.44% | TESLA INC (TSLA) - 1.63% |
| #11 | NATERA INC (NTRA) - 3.43% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #12 | KRYSTAL BIOTECH INC (KRYS) - 3.39% | ELI LILLY AND CO (LLY) - 1.22% |
| #13 | NEOGENOMICS INC (NEO) - 3.34% | EXXON MOBIL CORP (XOM) - 1.01% |
| #14 | EXELIXIS INC (EXEL) - 3.34% | MICRON TECHNOLOGY INC (MU) - 1.00% |
| #15 | AXSOME THERAPEUTICS INC (AXSM) - 3.31% | WALMART INC (WMT) - 0.93% |
| #16 | NEUROCRINE BIOSCIENCES INC (NBIX) - 3.26% | JOHNSON & JOHNSON (JNJ) - 0.92% |
| #17 | ARGENX SE ADR (ARGX) - 3.25% | ADVANCED MICRO DEVICES INC (AMD) - 0.83% |
| #18 | BEONE MEDICINES LTD ADR (ONC) - 3.25% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.80% |
| #19 | HALOZYME THERAPEUTICS INC (HALO) - 3.25% | VISA INC CLASS A (V) - 0.74% |
| #20 | ALKERMES PLC (ALKS) - 3.24% | CISCO SYSTEMS INC (CSCO) - 0.62% |
| #21 | VERTEX PHARMACEUTICALS INC (VRTX) - 3.23% | ALTRIA GROUP INC (MO) - 0.30% |
| #22 | UNITED THERAPEUTICS CORP (UTHR) - 3.23% | ANALOG DEVICES INC (ADI) - 0.29% |
| #23 | INCYTE CORP (INCY) - 3.23% | VERIZON COMMUNICATIONS INC (VZ) - 0.29% |
| #24 | BIOMARIN PHARMACEUTICAL INC (BMRN) - 3.23% | AMGEN INC (AMGN) - 0.28% |
| #25 | REGENERON PHARMACEUTICALS INC (REGN) - 3.22% | UBER TECHNOLOGIES INC (UBER) - 0.27% |
| Total Holdings | 32 | 403 |
FBT vs APUE - Historical Returns
Returns include dividend reinvestment.
1M
FBT
+3.76%
Winner
APUE
+8.29%
3M
FBT
-0.28%
Winner
APUE
+6.32%
6M
FBT
+3.67%
Winner
APUE
+9.34%
1Y
Winner
FBT
+31.40%
APUE
+28.98%
5Y(CAGR)
FBT
+6.00%
APUE
N/A
10Y(CAGR)
FBT
+9.43%
APUE
N/A
Max(CAGR)
FBT
+12.75%
Winner
APUE
+23.05%
FBT vs APUE - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FBT | APUE |
|---|---|---|
| 2026 | +0.78% | +8.41% |
| 2025 | +23.89% | +17.72% |
| 2024 | +4.46% | +24.70% |
| 2023 | +2.90% | +18.42% |
| 2022 | -5.48% | N/A |
| 2021 | -2.32% | N/A |
| 2020 | +13.34% | N/A |
| 2019 | +19.88% | N/A |
| 2018 | -2.54% | N/A |
| 2017 | +35.28% | N/A |
| 2016 | -17.31% | N/A |
| 2015 | +10.42% | N/A |
| 2014 | +46.91% | N/A |
| 2013 | +45.15% | N/A |
| 2012 | +39.16% | N/A |
| 2011 | -17.13% | N/A |
| 2010 | +35.28% | N/A |
| 2009 | +42.95% | N/A |
| 2008 | -18.38% | N/A |
| 2007 | +3.82% | N/A |
| 2006 | +18.56% | N/A |
FBT vs APUE Drawdown Comparison
The maximum drawdown for FBT was -40.51%, occurring on Feb 11, 2016. Recovery took 628 trading sessions.
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current FBT drawdown is -5.64%.
| Rank | FBT | APUE |
|---|---|---|
| #1 | -40.51% Jul 17, 2015 - Jan 12, 2018 | -18.83% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -39.83% Aug 14, 2008 - Aug 4, 2009 | -10.08% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -34.04% Apr 28, 2011 - Jul 18, 2012 | -8.98% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -32.38% Feb 8, 2021 - Jan 30, 2025 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -28.05% Sep 27, 2018 - May 11, 2020 | -5.79% Mar 28, 2024 - May 15, 2024 |
| #6 | -22.02% Oct 15, 2007 - Jul 31, 2008 | -4.68% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -20.88% Mar 23, 2010 - Dec 17, 2010 | -4.66% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -20.05% Feb 5, 2025 - Oct 1, 2025 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -19.74% Feb 25, 2014 - Aug 19, 2014 | -2.52% Dec 11, 2025 - Dec 23, 2025 |
| #10 | -16.48% Jul 20, 2020 - Jan 22, 2021 | -2.52% Jul 25, 2025 - Aug 12, 2025 |
| #11 | -14.91% Sep 21, 2009 - Jan 7, 2010 | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -14.26% Jan 22, 2026 - Mar 27, 2026 | -2.39% Jan 12, 2026 - Jan 27, 2026 |
| #13 | -13.83% Jan 29, 2018 - Jun 20, 2018 | -2.34% Jan 27, 2026 - Feb 9, 2026 |
| #14 | -13.03% Oct 5, 2012 - Jan 3, 2013 | -2.22% Dec 28, 2023 - Jan 19, 2024 |
| #15 | -11.45% Mar 19, 2015 - Jun 22, 2015 | -2.21% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between FBT and APUE is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2008 - 2025)
FBT vs APUE dividend yield comparison.
| Year | FBT | APUE |
|---|---|---|
| 2025 | 0.00% | 0.83% |
| 2024 | 0.71% | 0.79% |
| 2023 | 0.00% | 0.41% |
| 2021 | 1.37% | 0.00% |
| 2015 | 0.12% | 0.00% |
| 2014 | 0.05% | 0.00% |
| 2008 | 1.37% | 0.00% |
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