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FBT vs NAD

Comparison between FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT, ETF) and Nuveen Quality Municipal Income Fund (NAD, ETF).

5-Year PerformanceFBT has outperformed NAD, delivering a return of +7.8% compared to -0.6%

FBT vs NAD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FBT
$2.80B
NAD
$2.80B
Expense Ratio
FBT
0.55%
NAD
N/A
Max Drawdown
Winner
FBT
40.52%
NAD
51.92%
Sharpe Ratio
Winner
FBT
1.86
NAD
0.78
5Y Beta
FBT
0.79
Winner
NAD
0.23
P/E Ratio
FBT
83.79
NAD
N/A
Forward P/E
FBT
20.42
NAD
N/A
5Y Dividends CAGR
FBT
N/A
NAD
5.50%
5Y EPS CAGR
FBT
11.78%
NAD
N/A
Debt to Equity
FBT
88.86%
NAD
N/A
P/S Ratio
FBT
4.69
NAD
N/A
P/B Ratio
FBT
3.82
NAD
N/A

FBT vs NAD - Historical Returns

Returns include dividend reinvestment.

1M
FBT
-2.88%
Winner
NAD
-1.66%
3M
Winner
FBT
+15.95%
NAD
+0.60%
6M
Winner
FBT
+16.78%
NAD
+0.29%
1Y
Winner
FBT
+52.83%
NAD
+12.26%
5Y(CAGR)
Winner
FBT
+7.80%
NAD
-0.62%
10Y(CAGR)
Winner
FBT
+9.50%
NAD
+2.53%
Max(CAGR)
Winner
FBT
+13.54%
NAD
+5.38%

FBT vs NAD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFBTNAD
2026+19.50%+2.13%
2025+23.89%+9.76%
2024+4.46%+8.94%
2023+2.90%-0.28%
2022-5.48%-22.45%
2021-2.32%+10.21%
2020+13.34%+10.73%
2019+19.88%+20.11%
2018-2.54%-5.76%
2017+35.28%+5.98%
2016-17.31%+2.05%
2015+10.42%+7.80%
2014+46.91%+19.78%
2013+45.15%-15.11%
2012+39.16%+12.07%
2011-17.13%+21.18%
2010+35.28%+1.99%
2009+42.95%+38.25%
2008-18.38%-21.38%
2007+3.82%-10.97%
2006+18.56%+13.53%
2005N/A+4.63%
2004N/A+2.48%
2003N/A+11.63%
2002N/A+9.42%
2001N/A+7.43%
2000N/A+15.65%
1999N/A-11.78%

FBT vs NAD Drawdown Comparison

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

The maximum drawdown for NAD was -44.61%, occurring on Oct 10, 2008. Recovery took 663 trading sessions.

The current FBT drawdown is -3.10%. The current NAD drawdown is -3.90%.

RankFBTNAD
#1-40.51%
Jul 17, 2015 - Jan 12, 2018		-44.61%
Jan 22, 2007 - Sep 8, 2009
#2-39.83%
Aug 14, 2008 - Aug 4, 2009		-35.57%
Sep 15, 2021 - Oct 25, 2023
#3-34.04%
Apr 28, 2011 - Jul 18, 2012		-25.39%
Mar 6, 2020 - Nov 16, 2020
#4-32.38%
Feb 8, 2021 - Jan 30, 2025		-21.47%
Nov 30, 2012 - Dec 4, 2014
#5-28.05%
Sep 27, 2018 - May 11, 2020		-18.90%
Sep 1, 2010 - Nov 22, 2011
#6-22.02%
Oct 15, 2007 - Jul 31, 2008		-17.47%
Mar 9, 2004 - Jun 7, 2005
#7-20.88%
Mar 23, 2010 - Dec 17, 2010		-15.78%
Nov 2, 1999 - Dec 8, 2000
#8-20.05%
Feb 5, 2025 - Oct 1, 2025		-15.38%
Aug 12, 2016 - May 13, 2019
#9-19.74%
Feb 25, 2014 - Aug 19, 2014		-10.12%
Jun 17, 2003 - Jan 7, 2004
#10-16.48%
Jul 20, 2020 - Jan 22, 2021		-9.48%
Nov 6, 2001 - Jun 7, 2002
#11-14.91%
Sep 21, 2009 - Jan 7, 2010		-9.39%
Oct 4, 2002 - May 1, 2003
#12-14.26%
Jan 22, 2026 - May 29, 2026		-8.80%
Sep 9, 2005 - Aug 17, 2006
#13-13.83%
Jan 29, 2018 - Jun 20, 2018		-8.02%
Oct 8, 2009 - Feb 1, 2010
#14-13.03%
Oct 5, 2012 - Jan 3, 2013		-6.14%
Jan 30, 2015 - Nov 3, 2015
#15-11.45%
Mar 19, 2015 - Jun 22, 2015		-5.87%
Mar 1, 2012 - May 3, 2012

Correlation

Correlation between FBT and NAD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2000 - 2026)

FBT vs NAD dividend yield comparison.

YearFBTNAD
20260.00%4.19%
20250.00%7.37%
20240.71%6.63%
20230.00%4.13%
20220.00%5.58%
20211.37%4.43%
20200.00%4.41%
20190.00%4.40%
20180.00%5.37%
20170.00%5.42%
20160.00%6.05%
20150.12%5.96%
20140.05%6.20%
20130.00%7.10%
20120.00%5.43%
20110.00%6.07%
20100.00%7.07%
20090.00%6.27%
20081.37%7.76%
20070.00%5.99%
20060.00%5.41%
20050.00%6.70%
20040.00%6.90%
20030.00%6.47%
20020.00%6.35%
20010.00%6.14%
20000.00%2.50%

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