FBT vs CWI
Comparison between FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT, ETF) and STATE STREET(R) SPDR(R) MSCI ACWI EX-US ETF (CWI, ETF).
5-Year PerformanceCWI has outperformed FBT, delivering a return of +9.7% compared to +7.8%
FBT vs CWI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FBT
$2.80B
CWI
$2.80B
Expense Ratio
FBT
0.55%
Winner
CWI
0.30%
Max Drawdown
Winner
FBT
40.52%
CWI
62.39%
Sharpe Ratio
Winner
FBT
1.86
CWI
1.37
5Y Beta
FBT
0.79
Winner
CWI
0.78
P/E Ratio
FBT
83.79
CWI
N/A
Forward P/E
FBT
20.42
CWI
N/A
5Y Dividends CAGR
FBT
N/A
CWI
11.50%
5Y EPS CAGR
FBT
11.78%
CWI
N/A
Debt to Equity
FBT
88.86%
CWI
N/A
P/S Ratio
FBT
4.69
CWI
N/A
P/B Ratio
FBT
3.82
CWI
N/A
FBT vs CWI - Holdings Comparison
FBT and CWI have 1 common holdings. Overlap is 0.00%
FBT's top 25 holdings weight is 84.48%. CWI's top 25 holdings weight is 21.87%.
| Rank | FBT | CWI |
|---|---|---|
| #1 | BEONE MEDICINES LTD ADR (ONC) - 3.63% | n/a (TSM) - 3.62% |
| #2 | AXSOME THERAPEUTICS INC (AXSM) - 3.47% | TENCENT HOLDINGS LTD (n/a) - 1.54% |
| #3 | HALOZYME THERAPEUTICS INC (HALO) - 3.46% | ASML HOLDING NV COMMON STOCK EUR.09 (n/a) - 1.30% |
| #4 | VERACYTE INC (VCYT) - 3.45% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 1.11% |
| #5 | ALKERMES PLC (ALKS) - 3.43% | n/a (n/a) - 1.06% |
| #6 | AMGEN INC (AMGN) - 3.41% | SAP SE (n/a) - 0.87% |
| #7 | BIO-TECHNE CORP (TECH) - 3.41% | NESTLE SA (n/a) - 0.81% |
| #8 | BIONTECH SE ADR (BNTX) - 3.40% | HSBC HOLDINGS PLC (n/a) - 0.81% |
| #9 | GILEAD SCIENCES INC (GILD) - 3.40% | ROYAL BANK OF CANADA COMMON STOCK (n/a) - 0.76% |
| #10 | ILLUMINA INC (ILMN) - 3.40% | SHELL PLC (n/a) - 0.75% |
| #11 | MADRIGAL PHARMACEUTICALS INC (MDGL) - 3.39% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.75% |
| #12 | BRUKER CORP (BRKR) - 3.37% | ROCHE HOLDING AG (n/a) - 0.74% |
| #13 | GENMAB AS ADR (GMAB) - 3.37% | ASTRAZENECA PLC (n/a) - 0.71% |
| #14 | BIOGEN INC (BIIB) - 3.36% | SK HYNIX INC (n/a) - 0.71% |
| #15 | INCYTE CORP (INCY) - 3.36% | SIEMENS AG (n/a) - 0.69% |
| #16 | NEOGENOMICS INC (NEO) - 3.36% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.64% |
| #17 | BIOMARIN PHARMACEUTICAL INC (BMRN) - 3.35% | TOYOTA MOTOR CORP (n/a) - 0.62% |
| #18 | CORCEPT THERAPEUTICS INC (CORT) - 3.35% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.60% |
| #19 | REGENERON PHARMACEUTICALS INC (REGN) - 3.32% | SHOPIFY INC CLASS A COMMON STOCK (n/a) - 0.59% |
| #20 | NATERA INC (NTRA) - 3.31% | SONY GROUP CORP (n/a) - 0.56% |
| #21 | EXELIXIS INC (EXEL) - 3.30% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.54% |
| #22 | NEUROCRINE BIOSCIENCES INC (NBIX) - 3.30% | ALLIANZ SE (n/a) - 0.54% |
| #23 | VERTEX PHARMACEUTICALS INC (VRTX) - 3.30% | SOFTBANK GROUP CORP (n/a) - 0.53% |
| #24 | ARGENX SE ADR (ARGX) - 3.29% | HITACHI LTD (n/a) - 0.52% |
| #25 | REPLIGEN CORP (RGEN) - 3.29% | THE TORONTO-DOMINION BANK (TD) - 0.50% |
| Total Holdings | 32 | 1289 |
FBT vs CWI - Historical Returns
Returns include dividend reinvestment.
1M
FBT
-2.88%
Winner
CWI
+0.12%
3M
Winner
FBT
+15.95%
CWI
+2.19%
6M
Winner
FBT
+16.78%
CWI
+7.66%
1Y
Winner
FBT
+52.83%
CWI
+28.60%
5Y(CAGR)
FBT
+7.80%
Winner
CWI
+9.66%
10Y(CAGR)
FBT
+9.50%
Winner
CWI
+9.78%
Max(CAGR)
Winner
FBT
+13.54%
CWI
+5.51%
FBT vs CWI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FBT | CWI |
|---|---|---|
| 2026 | +19.50% | +13.50% |
| 2025 | +23.89% | +32.76% |
| 2024 | +4.46% | +7.58% |
| 2023 | +2.90% | +15.05% |
| 2022 | -5.48% | -15.80% |
| 2021 | -2.32% | +8.00% |
| 2020 | +13.34% | +8.58% |
| 2019 | +19.88% | +22.09% |
| 2018 | -2.54% | -14.65% |
| 2017 | +35.28% | +25.95% |
| 2016 | -17.31% | +6.67% |
| 2015 | +10.42% | -4.94% |
| 2014 | +46.91% | -1.28% |
| 2013 | +45.15% | +12.22% |
| 2012 | +39.16% | +13.69% |
| 2011 | -17.13% | -14.44% |
| 2010 | +35.28% | +8.51% |
| 2009 | +42.95% | +35.42% |
| 2008 | -18.38% | -41.96% |
| 2007 | +3.82% | +15.36% |
| 2006 | +18.56% | N/A |
FBT vs CWI Drawdown Comparison
The maximum drawdown for FBT was -40.51%, occurring on Feb 11, 2016. Recovery took 628 trading sessions.
The maximum drawdown for CWI was -60.77%, occurring on Mar 9, 2009. Recovery took 1668 trading sessions.
The current FBT drawdown is -3.10%. The current CWI drawdown is -0.90%.
| Rank | FBT | CWI |
|---|---|---|
| #1 | -40.51% Jul 17, 2015 - Jan 12, 2018 | -60.77% Oct 31, 2007 - Jun 18, 2014 |
| #2 | -39.83% Aug 14, 2008 - Aug 4, 2009 | -34.64% Jan 26, 2018 - Nov 13, 2020 |
| #3 | -34.04% Apr 28, 2011 - Jul 18, 2012 | -29.42% Jun 14, 2021 - May 9, 2024 |
| #4 | -32.38% Feb 8, 2021 - Jan 30, 2025 | -25.24% Jul 3, 2014 - May 5, 2017 |
| #5 | -28.05% Sep 27, 2018 - May 11, 2020 | -13.85% Mar 19, 2025 - May 2, 2025 |
| #6 | -22.02% Oct 15, 2007 - Jul 31, 2008 | -12.72% Jul 13, 2007 - Oct 1, 2007 |
| #7 | -20.88% Mar 23, 2010 - Dec 17, 2010 | -11.47% Feb 25, 2026 - May 6, 2026 |
| #8 | -20.05% Feb 5, 2025 - Oct 1, 2025 | -9.50% Sep 26, 2024 - Mar 17, 2025 |
| #9 | -19.74% Feb 25, 2014 - Aug 19, 2014 | -8.03% Jul 12, 2024 - Aug 23, 2024 |
| #10 | -16.48% Jul 20, 2020 - Jan 22, 2021 | -7.91% Feb 26, 2007 - Apr 3, 2007 |
| #11 | -14.91% Sep 21, 2009 - Jan 7, 2010 | -5.32% Jun 22, 2026 - Jul 29, 2026 |
| #12 | -14.26% Jan 22, 2026 - May 29, 2026 | -4.96% Nov 12, 2025 - Dec 10, 2025 |
| #13 | -13.83% Jan 29, 2018 - Jun 20, 2018 | -4.92% Feb 16, 2021 - Apr 15, 2021 |
| #14 | -13.03% Oct 5, 2012 - Jan 3, 2013 | -4.84% Jun 2, 2026 - Jun 15, 2026 |
| #15 | -11.45% Mar 19, 2015 - Jun 22, 2015 | -4.58% Jan 21, 2021 - Feb 9, 2021 |
Correlation
Correlation between FBT and CWI is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2007 - 2026)
FBT vs CWI dividend yield comparison.
| Year | FBT | CWI |
|---|---|---|
| 2026 | 0.00% | 1.16% |
| 2025 | 0.00% | 2.97% |
| 2024 | 0.71% | 2.89% |
| 2023 | 0.00% | 2.80% |
| 2022 | 0.00% | 3.17% |
| 2021 | 1.37% | 2.65% |
| 2020 | 0.00% | 2.07% |
| 2019 | 0.00% | 3.05% |
| 2018 | 0.00% | 2.81% |
| 2017 | 0.00% | 2.29% |
| 2016 | 0.00% | 2.45% |
| 2015 | 0.12% | 2.62% |
| 2014 | 0.05% | 3.21% |
| 2013 | 0.00% | 2.69% |
| 2012 | 0.00% | 3.15% |
| 2011 | 0.00% | 2.98% |
| 2010 | 0.00% | 2.31% |
| 2009 | 0.00% | 2.20% |
| 2008 | 1.37% | 2.17% |
| 2007 | 0.00% | 2.01% |
Select Stocks to Compare
Popular: FBT vs SPYCWI vs SPY
More Comparisons
Compare with similar stocks