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FBT and XBI share 25.6% of their holdings.
| Side by side | FBT | JSMD | XBI |
|---|---|---|---|
| Strategy | Sectors · Technology | US Stock Styles · Mid cap | Sectors · Health care |
| Expense ratio | 0.55% | 0.30% | 0.35% |
| Cost per year on $10k | $55 | $30 | $35 |
| Trailing 12-mo yield | 0.00% | 0.38% | 0.36% |
| Income per year on $10k | $0 | $38 | $36 |
| YTD | +32.6% | +8.2% | +24.8% |
| 1 year | +45.2% | +5.7% | +36.5% |
| 3 years · per year | +26.6% | +18.0% | +32.2% |
| 5 years · per year | +10.8% | +6.0% | +4.2% |
| Worst drop · 1Y | −14.3% | −14.9% | −14.9% |
| Volatility · 1Y | 22.0% | 22.2% | 29.1% |
| Holdings | 30 | 122 | 165 |
| Assets | $3.1B | $1.1B | $10.8B |
| Leverage | None | None | None |
| Since | 2006 | 2016 | 2006 |
Highlighted = best in the row. Returns include dividends.