FBT vs SPUS
Comparison between FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT, ETF) and SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF).
5-Year PerformanceSPUS has outperformed FBT, delivering a return of +15.7% compared to +6.4%
FBT vs SPUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FBT
$2.60B
Winner
SPUS
$2.70B
Expense Ratio
FBT
0.55%
Winner
SPUS
0.45%
Max Drawdown
FBT
40.52%
Winner
SPUS
30.80%
Sharpe Ratio
FBT
1.69
Winner
SPUS
1.70
5Y Beta
Winner
FBT
0.80
SPUS
1.13
P/E Ratio
FBT
99.29
Winner
SPUS
33.47
Forward P/E
Winner
FBT
20.74
SPUS
23.49
PEG Ratio
FBT
N/A
SPUS
0.35
5Y Dividends CAGR
FBT
N/A
SPUS
1.14%
5Y EPS CAGR
FBT
10.02%
Winner
SPUS
32.09%
Debt to Equity
FBT
80.31%
Winner
SPUS
44.77%
P/S Ratio
Winner
FBT
4.79
SPUS
5.25
P/B Ratio
Winner
FBT
3.82
SPUS
8.84
FBT vs SPUS - Holdings Comparison
FBT and SPUS have 7 common holdings. Overlap is 0.95%
FBT's top 25 holdings weight is 87.61%. SPUS's top 25 holdings weight is 70.39%.
| Rank | FBT | SPUS |
|---|---|---|
| #1 | CORCEPT THERAPEUTICS INC (CORT) - 5.73% | NVIDIA CORP (NVDA) - 13.79% |
| #2 | VERACYTE INC (VCYT) - 4.85% | APPLE INC (AAPL) - 11.63% |
| #3 | BRUKER CORP (BRKR) - 4.28% | MICROSOFT CORP (MSFT) - 8.16% |
| #4 | AXSOME THERAPEUTICS INC (AXSM) - 4.16% | ALPHABET INC CLASS A (GOOGL) - 5.78% |
| #5 | NEOGENOMICS INC (NEO) - 3.97% | BROADCOM INC (AVGO) - 5.07% |
| #6 | ALKERMES PLC (ALKS) - 3.92% | TESLA INC (TSLA) - 3.02% |
| #7 | KRYSTAL BIOTECH INC (KRYS) - 3.88% | MICRON TECHNOLOGY INC (MU) - 2.85% |
| #8 | ILLUMINA INC (ILMN) - 3.87% | ELI LILLY AND CO (LLY) - 2.46% |
| #9 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 3.66% | ADVANCED MICRO DEVICES INC (AMD) - 2.10% |
| #10 | NEUROCRINE BIOSCIENCES INC (NBIX) - 3.63% | EXXON MOBIL CORP (XOM) - 1.69% |
| #11 | EXELIXIS INC (EXEL) - 3.48% | JOHNSON & JOHNSON (JNJ) - 1.55% |
| #12 | NATERA INC (NTRA) - 3.45% | CISCO SYSTEMS INC (CSCO) - 1.29% |
| #13 | BIOGEN INC (BIIB) - 3.38% | LAM RESEARCH CORP (LRCX) - 1.11% |
| #14 | ARGENX SE ADR (ARGX) - 3.28% | ABBVIE INC (ABBV) - 1.08% |
| #15 | REPLIGEN CORP (RGEN) - 3.27% | APPLIED MATERIALS INC (AMAT) - 1.07% |
| #16 | VERTEX PHARMACEUTICALS INC (VRTX) - 3.09% | ORACLE CORP (ORCL) - 0.96% |
| #17 | INCYTE CORP (INCY) - 3.03% | PROCTER & GAMBLE CO (PG) - 0.94% |
| #18 | HALOZYME THERAPEUTICS INC (HALO) - 2.97% | THE HOME DEPOT INC (HD) - 0.87% |
| #19 | BIOMARIN PHARMACEUTICAL INC (BMRN) - 2.97% | MERCK & CO INC (MRK) - 0.80% |
| #20 | BIO-TECHNE CORP (TECH) - 2.91% | KLA CORP (KLAC) - 0.77% |
| #21 | AMGEN INC (AMGN) - 2.86% | TEXAS INSTRUMENTS INC (TXN) - 0.72% |
| #22 | BIONTECH SE ADR (BNTX) - 2.84% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.70% |
| #23 | UNITED THERAPEUTICS CORP (UTHR) - 2.84% | GE VERNOVA INC (GEV) - 0.68% |
| #24 | GILEAD SCIENCES INC (GILD) - 2.65% | LINDE PLC (LIN) - 0.67% |
| #25 | GENMAB AS ADR (GMAB) - 2.64% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.63% |
| Total Holdings | 32 | 216 |
FBT vs SPUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FBT
+8.29%
SPUS
-1.97%
3M
Winner
FBT
+20.30%
SPUS
+15.35%
6M
FBT
+7.46%
Winner
SPUS
+9.01%
1Y
Winner
FBT
+45.08%
SPUS
+31.43%
5Y(CAGR)
FBT
+6.37%
Winner
SPUS
+15.73%
10Y(CAGR)
FBT
+9.92%
SPUS
N/A
Max(CAGR)
FBT
+13.21%
Winner
SPUS
+18.24%
FBT vs SPUS - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FBT | SPUS |
|---|---|---|
| 2026 | +11.01% | +9.76% |
| 2025 | +23.89% | +19.94% |
| 2024 | +4.46% | +27.91% |
| 2023 | +2.90% | +35.56% |
| 2022 | -5.48% | -23.12% |
| 2021 | -2.32% | +37.94% |
| 2020 | +13.34% | +23.99% |
| 2019 | +19.88% | +0.81% |
| 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 SPUS Drawdown Comparison
The maximum drawdown for FBT was -40.51%, occurring on Feb 11, 2016. Recovery took 628 trading sessions.
The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current SPUS drawdown is -5.76%.
| Rank | FBT | SPUS |
|---|---|---|
| #1 | -40.51% Jul 17, 2015 - Jan 12, 2018 | -30.80% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -39.83% Aug 14, 2008 - Aug 4, 2009 | -28.06% Dec 27, 2021 - Dec 12, 2023 |
| #3 | -34.04% Apr 28, 2011 - Jul 18, 2012 | -22.82% Jan 23, 2025 - Jul 2, 2025 |
| #4 | -32.38% Feb 8, 2021 - Jan 30, 2025 | -11.46% Jul 10, 2024 - Oct 14, 2024 |
| #5 | -28.05% Sep 27, 2018 - May 11, 2020 | -10.66% Jan 28, 2026 - Apr 15, 2026 |
| #6 | -22.02% Oct 15, 2007 - Jul 31, 2008 | -9.94% Sep 2, 2020 - Dec 8, 2020 |
| #7 | -20.88% Mar 23, 2010 - Dec 17, 2010 | -8.19% Feb 12, 2021 - Apr 5, 2021 |
| #8 | -20.05% Feb 5, 2025 - Oct 1, 2025 | -6.91% Jun 2, 2026 - Jun 10, 2026 |
| #9 | -19.74% Feb 25, 2014 - Aug 19, 2014 | -6.71% Sep 3, 2021 - Oct 26, 2021 |
| #10 | -16.48% Jul 20, 2020 - Jan 22, 2021 | -6.56% Mar 22, 2024 - May 15, 2024 |
| #11 | -14.91% Sep 21, 2009 - Jan 7, 2010 | -5.74% Oct 29, 2025 - Jan 27, 2026 |
| #12 | -14.26% Jan 22, 2026 - May 29, 2026 | -4.76% Apr 23, 2021 - Jun 10, 2021 |
| #13 | -13.83% Jan 29, 2018 - Jun 20, 2018 | -4.50% Dec 16, 2024 - Jan 23, 2025 |
| #14 | -13.03% Oct 5, 2012 - Jan 3, 2013 | -3.69% Jan 26, 2021 - Feb 4, 2021 |
| #15 | -11.45% Mar 19, 2015 - Jun 22, 2015 | -3.59% Nov 19, 2021 - Dec 8, 2021 |
Correlation
Correlation between FBT and SPUS 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 SPUS dividend yield comparison.
| Year | FBT | SPUS |
|---|---|---|
| 2026 | 0.00% | 0.23% |
| 2025 | 0.00% | 0.60% |
| 2024 | 0.71% | 0.70% |
| 2023 | 0.00% | 0.87% |
| 2022 | 0.00% | 1.21% |
| 2021 | 1.37% | 1.15% |
| 2020 | 0.00% | 1.04% |
| 2015 | 0.12% | 0.00% |
| 2014 | 0.05% | 0.00% |
| 2008 | 1.37% | 0.00% |
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