FBT vs FXH
Comparison between FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT, ETF) and FIRST TRUST HEALTH CARE ALPHADEX FUND (FXH, ETF).
Both FBT and FXH are from the Healthcare sector.
5-Year PerformanceFBT has outperformed FXH, delivering a return of +6.9% compared to +0.9%
FBT vs FXH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FBT
$2.30B
FXH
$874M
Expense Ratio
Winner
FBT
0.55%
FXH
0.61%
Max Drawdown
Winner
FBT
40.52%
FXH
43.70%
Sharpe Ratio
Winner
FBT
1.42
FXH
0.75
5Y Beta
FBT
0.81
Winner
FXH
0.66
P/E Ratio
FBT
75.41
Winner
FXH
20.68
Forward P/E
FBT
19.26
Winner
FXH
14.13
PEG Ratio
FBT
N/A
FXH
0.06
5Y EPS CAGR
Winner
FBT
11.84%
FXH
7.88%
Debt to Equity
Winner
FBT
83.38%
FXH
83.89%
P/S Ratio
FBT
4.55
Winner
FXH
1.06
P/B Ratio
FBT
3.62
Winner
FXH
2.93
FBT vs FXH - Holdings Comparison
FBT and FXH have 16 common holdings. Overlap is 20.49%
FBT's top 25 holdings weight is 86.62%. FXH's top 25 holdings weight is 54.88%.
| Rank | FBT | FXH |
|---|---|---|
| #1 | CORCEPT THERAPEUTICS INC (CORT) - 4.52% | ORGANON & CO ORDINARY SHARES (OGN) - 3.83% |
| #2 | VERACYTE INC (VCYT) - 4.46% | HUMANA INC (HUM) - 3.72% |
| #3 | AXSOME THERAPEUTICS INC (AXSM) - 4.13% | ELEVANCE HEALTH INC (ELV) - 2.83% |
| #4 | BRUKER CORP (BRKR) - 3.92% | DAVITA INC (DVA) - 2.72% |
| #5 | NEUROCRINE BIOSCIENCES INC (NBIX) - 3.79% | SOLVENTUM CORP (SOLV) - 2.50% |
| #6 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 3.79% | EXELIXIS INC (EXEL) - 2.49% |
| #7 | NEOGENOMICS INC (NEO) - 3.78% | BIO-RAD LABORATORIES INC CLASS A (BIO) - 2.28% |
| #8 | ILLUMINA INC (ILMN) - 3.77% | MOLINA HEALTHCARE INC (MOH) - 2.26% |
| #9 | KRYSTAL BIOTECH INC (KRYS) - 3.67% | THE CIGNA GROUP (CI) - 2.25% |
| #10 | EXELIXIS INC (EXEL) - 3.54% | BIOGEN INC (BIIB) - 2.25% |
| #11 | ALKERMES PLC (ALKS) - 3.51% | INCYTE CORP (INCY) - 2.21% |
| #12 | BIOGEN INC (BIIB) - 3.50% | GLOBUS MEDICAL INC CLASS A (GMED) - 2.11% |
| #13 | NATERA INC (NTRA) - 3.27% | CARDINAL HEALTH INC (CAH) - 2.03% |
| #14 | HALOZYME THERAPEUTICS INC (HALO) - 3.18% | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.00% |
| #15 | INCYTE CORP (INCY) - 3.17% | CHEMED CORP (CHE) - 1.98% |
| #16 | ARGENX SE ADR (ARGX) - 3.17% | UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 1.87% |
| #17 | UNITED THERAPEUTICS CORP (UTHR) - 3.17% | ENCOMPASS HEALTH CORP (EHC) - 1.86% |
| #18 | VERTEX PHARMACEUTICALS INC (VRTX) - 3.13% | HCA HEALTHCARE INC (HCA) - 1.77% |
| #19 | BEONE MEDICINES LTD ADR (ONC) - 3.06% | REGENERON PHARMACEUTICALS INC (REGN) - 1.76% |
| #20 | BIOMARIN PHARMACEUTICAL INC (BMRN) - 3.04% | IONIS PHARMACEUTICALS INC (IONS) - 1.73% |
| #21 | BIONTECH SE ADR (BNTX) - 3.03% | MASIMO CORP (MASI) - 1.72% |
| #22 | GILEAD SCIENCES INC (GILD) - 3.02% | PENUMBRA INC (PEN) - 1.71% |
| #23 | REPLIGEN CORP (RGEN) - 3.01% | MERCK & CO INC (MRK) - 1.70% |
| #24 | AMGEN INC (AMGN) - 3.00% | UNITED THERAPEUTICS CORP (UTHR) - 1.67% |
| #25 | GENMAB AS ADR (GMAB) - 2.99% | AMGEN INC (AMGN) - 1.63% |
| Total Holdings | 32 | 78 |
FBT vs FXH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FBT
+6.84%
FXH
+3.26%
3M
Winner
FBT
+11.51%
FXH
+4.48%
6M
Winner
FBT
+4.47%
FXH
+0.87%
1Y
Winner
FBT
+37.50%
FXH
+15.32%
5Y(CAGR)
Winner
FBT
+6.94%
FXH
+0.95%
10Y(CAGR)
Winner
FBT
+8.70%
FXH
+7.17%
Max(CAGR)
Winner
FBT
+13.05%
FXH
+9.84%
FBT vs FXH - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FBT | FXH |
|---|---|---|
| 2026 | +7.23% | +1.94% |
| 2025 | +23.89% | +10.05% |
| 2024 | +4.46% | -0.45% |
| 2023 | +2.90% | -4.09% |
| 2022 | -5.48% | -11.08% |
| 2021 | -2.32% | +16.28% |
| 2020 | +13.34% | +28.00% |
| 2019 | +19.88% | +24.04% |
| 2018 | -2.54% | -2.85% |
| 2017 | +35.28% | +20.62% |
| 2016 | -17.31% | -3.57% |
| 2015 | +10.42% | -0.05% |
| 2014 | +46.91% | +26.00% |
| 2013 | +45.15% | +44.68% |
| 2012 | +39.16% | +19.68% |
| 2011 | -17.13% | +4.62% |
| 2010 | +35.28% | +17.01% |
| 2009 | +42.95% | +48.93% |
| 2008 | -18.38% | -28.44% |
| 2007 | +3.82% | +1.50% |
| 2006 | +18.56% | N/A |
FBT vs FXH Drawdown Comparison
The maximum drawdown for FBT was -40.51%, occurring on Feb 11, 2016. Recovery took 628 trading sessions.
The maximum drawdown for FXH was -43.70%, occurring on Nov 20, 2008. Recovery took 549 trading sessions.
The current FBT drawdown is -1.34%. The current FXH drawdown is -7.30%.
| Rank | FBT | FXH |
|---|---|---|
| #1 | -40.51% Jul 17, 2015 - Jan 12, 2018 | -43.70% Oct 10, 2007 - Dec 14, 2009 |
| #2 | -39.83% Aug 14, 2008 - Aug 4, 2009 | -30.61% Feb 19, 2020 - May 28, 2020 |
| #3 | -34.04% Apr 28, 2011 - Jul 18, 2012 | -29.49% Sep 3, 2021 - Oct 27, 2023 |
| #4 | -32.38% Feb 8, 2021 - Jan 30, 2025 | -29.42% Jul 17, 2015 - Jan 2, 2018 |
| #5 | -28.05% Sep 27, 2018 - May 11, 2020 | -24.59% Sep 28, 2018 - Dec 23, 2019 |
| #6 | -22.02% Oct 15, 2007 - Jul 31, 2008 | -22.08% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -20.88% Mar 23, 2010 - Dec 17, 2010 | -13.28% Mar 23, 2010 - Oct 28, 2010 |
| #8 | -20.05% Feb 5, 2025 - Oct 1, 2025 | -11.86% Jan 29, 2018 - Jun 12, 2018 |
| #9 | -19.74% Feb 25, 2014 - Aug 19, 2014 | -10.56% Mar 4, 2014 - Jun 20, 2014 |
| #10 | -16.48% Jul 20, 2020 - Jan 22, 2021 | -9.98% Feb 12, 2021 - Apr 16, 2021 |
| #11 | -14.91% Sep 21, 2009 - Jan 7, 2010 | -8.24% Aug 5, 2020 - Oct 7, 2020 |
| #12 | -14.26% Jan 22, 2026 - May 29, 2026 | -8.24% May 2, 2012 - Sep 4, 2012 |
| #13 | -13.83% Jan 29, 2018 - Jun 20, 2018 | -8.21% Oct 4, 2012 - Jan 7, 2013 |
| #14 | -13.03% Oct 5, 2012 - Jan 3, 2013 | -7.41% Sep 24, 2014 - Oct 24, 2014 |
| #15 | -11.45% Mar 19, 2015 - Jun 22, 2015 | -7.03% Jan 19, 2010 - Mar 2, 2010 |
Correlation
Correlation between FBT and FXH is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2008 - 2026)
FBT vs FXH dividend yield comparison.
| Year | FBT | FXH |
|---|---|---|
| 2026 | 0.00% | 0.16% |
| 2025 | 0.00% | 0.75% |
| 2024 | 0.71% | 0.41% |
| 2023 | 0.00% | 0.24% |
| 2022 | 0.00% | 0.20% |
| 2021 | 1.37% | 0.00% |
| 2015 | 0.12% | 0.00% |
| 2014 | 0.05% | 0.00% |
| 2013 | 0.00% | 0.01% |
| 2012 | 0.00% | 0.43% |
| 2011 | 0.00% | 0.12% |
| 2010 | 0.00% | 0.11% |
| 2008 | 1.37% | 0.00% |
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