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FBT vs IBDW

Comparison between FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT, ETF) and ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF).

5-Year PerformanceFBT has outperformed IBDW, delivering a return of +6.9% compared to +0.4%

FBT vs IBDW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FBT
$2.30B
Winner
IBDW
$2.40B
Expense Ratio
FBT
0.55%
Winner
IBDW
0.10%
Max Drawdown
FBT
40.52%
Winner
IBDW
26.72%
Sharpe Ratio
Winner
FBT
1.42
IBDW
0.25
5Y Beta
FBT
0.81
Winner
IBDW
0.06
P/E Ratio
FBT
75.41
IBDW
N/A
Forward P/E
FBT
19.26
IBDW
N/A
5Y EPS CAGR
FBT
11.84%
IBDW
N/A
Debt to Equity
FBT
83.38%
IBDW
N/A
P/S Ratio
FBT
4.55
IBDW
N/A
P/B Ratio
FBT
3.62
IBDW
N/A

FBT vs IBDW - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FBT
+6.84%
IBDW
-0.37%
3M
Winner
FBT
+11.51%
IBDW
-1.00%
6M
Winner
FBT
+4.47%
IBDW
+0.16%
1Y
Winner
FBT
+37.50%
IBDW
+4.89%
5Y(CAGR)
Winner
FBT
+6.94%
IBDW
+0.38%
10Y(CAGR)
FBT
+8.70%
IBDW
N/A
Max(CAGR)
Winner
FBT
+13.05%
IBDW
+0.38%

FBT vs IBDW - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearFBTIBDW
2026+7.23%-0.22%
2025+23.89%+8.86%
2024+4.46%+3.60%
2023+2.90%+8.47%
2022-5.48%-16.41%
2021-2.32%+0.36%
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 IBDW Drawdown Comparison

The maximum drawdown for FBT was -40.51%, occurring on Feb 11, 2016. Recovery took 628 trading sessions.

The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.

The current FBT drawdown is -1.34%. The current IBDW drawdown is -1.51%.

RankFBTIBDW
#1-40.51%
Jul 17, 2015 - Jan 12, 2018
-23.88%
Aug 3, 2021 - Feb 5, 2026
#2-39.83%
Aug 14, 2008 - Aug 4, 2009
-2.42%
Feb 23, 2026 - Mar 26, 2026
#3-34.04%
Apr 28, 2011 - Jul 18, 2012
-0.79%
Jul 8, 2021 - Jul 19, 2021
#4-32.38%
Feb 8, 2021 - Jan 30, 2025
-0.59%
Jul 19, 2021 - Jul 28, 2021
#5-28.05%
Sep 27, 2018 - May 11, 2020
-0.19%
Jul 28, 2021 - Aug 2, 2021
#6-22.02%
Oct 15, 2007 - Jul 31, 2008
-0.19%
Jun 30, 2021 - Jul 2, 2021
#7-20.88%
Mar 23, 2010 - Dec 17, 2010
-0.17%
Jun 24, 2021 - Jun 28, 2021
#8-20.05%
Feb 5, 2025 - Oct 1, 2025
-0.12%
Feb 10, 2026 - Feb 12, 2026
#9-19.74%
Feb 25, 2014 - Aug 19, 2014
-0.07%
Feb 17, 2026 - Feb 23, 2026
#10-16.48%
Jul 20, 2020 - Jan 22, 2021
N/A
#11-14.91%
Sep 21, 2009 - Jan 7, 2010
N/A
#12-14.26%
Jan 22, 2026 - May 29, 2026
N/A
#13-13.83%
Jan 29, 2018 - Jun 20, 2018
N/A
#14-13.03%
Oct 5, 2012 - Jan 3, 2013
N/A
#15-11.45%
Mar 19, 2015 - Jun 22, 2015
N/A

Correlation

Correlation between FBT and IBDW is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (2008 - 2026)

FBT vs IBDW dividend yield comparison.

YearFBTIBDW
20260.00%1.99%
20250.00%4.78%
20240.71%5.00%
20230.00%4.50%
20220.00%3.70%
20211.37%1.10%
20150.12%0.00%
20140.05%0.00%
20081.37%0.00%

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