FBT vs PFXF

Comparison between FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

5-Year PerformanceFBT has outperformed PFXF, delivering a return of +6.0% compared to +4.8%

FBT vs PFXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FBT(ETF)	PFXF(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.55%	0.40%
Max Drawdown	40.52%	37.25%
Sharpe Ratio	1.30	1.82
5Y Beta	0.81	0.39
P/E Ratio	62.70	N/A
Forward P/E	18.39	N/A
5Y Dividends CAGR	N/A	5.74%
5Y EPS CAGR	13.84%	N/A
Debt to Equity	195.08%	N/A
P/S Ratio	4.60	N/A
P/B Ratio	3.56	N/A

Net Assets

FBT

$2.30B

PFXF

$2.30B

Expense Ratio

FBT

0.55%

Winner

PFXF

0.40%

Max Drawdown

FBT

40.52%

Winner

PFXF

37.25%

Sharpe Ratio

FBT

1.30

Winner

PFXF

1.82

5Y Beta

FBT

0.81

Winner

PFXF

0.39

P/E Ratio

FBT

62.70

PFXF

N/A

Forward P/E

FBT

18.39

PFXF

N/A

5Y Dividends CAGR

FBT

N/A

PFXF

5.74%

5Y EPS CAGR

FBT

13.84%

PFXF

N/A

Debt to Equity

FBT

195.08%

PFXF

N/A

P/S Ratio

FBT

4.60

PFXF

N/A

P/B Ratio

FBT

3.56

PFXF

N/A

FBT vs PFXF - Historical Returns

Returns include dividend reinvestment.

Period	FBT	PFXF
1 month	+3.76%	+6.29%
3 months	-0.28%	+4.07%
6 months	+3.67%	+10.65%
1 year	+31.40%	+20.05%
5 years(CAGR)	+6.00%	+4.84%
10 years(CAGR)	+9.43%	+5.56%
Max(CAGR)	+12.75%	+5.79%

FBT

+3.76%

Winner

PFXF

+6.29%

FBT

-0.28%

Winner

PFXF

+4.07%

FBT

+3.67%

Winner

PFXF

+10.65%

Winner

FBT

+31.40%

PFXF

+20.05%

5Y(CAGR)

Winner

FBT

+6.00%

PFXF

+4.84%

10Y(CAGR)

Winner

FBT

+9.43%

PFXF

+5.56%

Max(CAGR)

Winner

FBT

+12.75%

PFXF

+5.79%

FBT vs PFXF - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	FBT	PFXF
2026	+0.78%	+7.44%
2025	+23.89%	+8.88%
2024	+4.46%	+8.29%
2023	+2.90%	+10.52%
2022	-5.48%	-18.62%
2021	-2.32%	+12.47%
2020	+13.34%	+7.34%
2019	+19.88%	+19.71%
2018	-2.54%	-3.18%
2017	+35.28%	+7.69%
2016	-17.31%	+5.79%
2015	+10.42%	-2.03%
2014	+46.91%	+15.44%
2013	+45.15%	-2.29%
2012	+39.16%	+4.44%
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 PFXF Drawdown Comparison

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

The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The current FBT drawdown is -5.64%.

Rank	FBT	PFXF
#1	-40.51% Jul 17, 2015 - Jan 12, 2018	-35.50% Feb 5, 2020 - Nov 9, 2020
#2	-39.83% Aug 14, 2008 - Aug 4, 2009	-21.80% Dec 31, 2021 - Sep 17, 2024
#3	-34.04% Apr 28, 2011 - Jul 18, 2012	-11.89% Oct 16, 2024 - Jul 3, 2025
#4	-32.38% Feb 8, 2021 - Jan 30, 2025	-10.73% Aug 29, 2018 - Feb 22, 2019
#5	-28.05% Sep 27, 2018 - May 11, 2020	-9.71% May 21, 2013 - Feb 28, 2014
#6	-22.02% Oct 15, 2007 - Jul 31, 2008	-8.39% Jul 29, 2016 - May 2, 2017
#7	-20.88% Mar 23, 2010 - Dec 17, 2010	-8.08% May 18, 2015 - Mar 17, 2016
#8	-20.05% Feb 5, 2025 - Oct 1, 2025	-5.83% Feb 25, 2026 - Apr 16, 2026
#9	-19.74% Feb 25, 2014 - Aug 19, 2014	-5.05% Dec 11, 2017 - Jun 11, 2018
#10	-16.48% Jul 20, 2020 - Jan 22, 2021	-4.93% Oct 27, 2025 - Dec 18, 2025
#11	-14.91% Sep 21, 2009 - Jan 7, 2010	-3.70% Oct 18, 2012 - Dec 31, 2012
#12	-14.26% Jan 22, 2026 - Mar 27, 2026	-3.04% Jan 20, 2021 - Mar 12, 2021
#13	-13.83% Jan 29, 2018 - Jun 20, 2018	-3.03% Nov 5, 2021 - Dec 17, 2021
#14	-13.03% Oct 5, 2012 - Jan 3, 2013	-2.72% Jul 28, 2014 - Aug 20, 2014
#15	-11.45% Mar 19, 2015 - Jun 22, 2015	-2.70% Sep 2, 2021 - Oct 20, 2021

Correlation

Correlation between FBT and PFXF is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2008 - 2026)

FBT vs PFXF dividend yield comparison.

Year	FBT	PFXF
2026	0.00%	1.72%
2025	0.00%	6.72%
2024	0.71%	7.82%
2023	0.00%	7.88%
2022	0.00%	6.74%
2021	1.37%	4.66%
2020	0.00%	5.19%
2019	0.00%	5.35%
2018	0.00%	6.56%
2017	0.00%	5.93%
2016	0.00%	5.81%
2015	0.12%	5.99%
2014	0.05%	5.91%
2013	0.00%	6.51%
2012	0.00%	2.56%
2008	1.37%	0.00%