FBTU.L vs. FDL
Compare and contrast key facts about First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating (FBTU.L) and First Trust Morningstar Dividend Leaders Index Fund (FDL).
FBTU.L and FDL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FBTU.L is managed by First Trust. FDL is a passively managed fund by First Trust that tracks the performance of the Morningstar Dividend Leaders Index. It was launched on Mar 9, 2006.
Performance
FBTU.L vs. FDL - Performance Comparison
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FBTU.L vs. FDL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FBTU.L First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating | -5.44% | 25.95% | 4.74% | 3.91% | -5.96% | -3.77% | 3.88% |
FDL First Trust Morningstar Dividend Leaders Index Fund | 15.49% | 14.79% | 17.98% | 2.94% | 6.66% | 26.10% | 20.97% |
Returns By Period
In the year-to-date period, FBTU.L achieves a -5.44% return, which is significantly lower than FDL's 15.49% return.
FBTU.L
- 1D
- 2.87%
- 1M
- -4.92%
- YTD
- -5.44%
- 6M
- 12.00%
- 1Y
- 18.72%
- 3Y*
- 8.81%
- 5Y*
- 3.92%
- 10Y*
- —
FDL
- 1D
- 0.43%
- 1M
- 0.01%
- YTD
- 15.49%
- 6M
- 19.42%
- 1Y
- 21.84%
- 3Y*
- 18.00%
- 5Y*
- 14.12%
- 10Y*
- 11.60%
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FBTU.L vs. FDL - Expense Ratio Comparison
FBTU.L has a 0.60% expense ratio, which is higher than FDL's 0.45% expense ratio.
Return for Risk
FBTU.L vs. FDL — Risk / Return Rank
FBTU.L
FDL
FBTU.L vs. FDL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating (FBTU.L) and First Trust Morningstar Dividend Leaders Index Fund (FDL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FBTU.L | FDL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.47 | -0.66 |
Sortino ratioReturn per unit of downside risk | 1.26 | 2.06 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.29 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.96 | -0.70 |
Martin ratioReturn relative to average drawdown | 3.61 | 7.63 | -4.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FBTU.L | FDL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.47 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.99 | -0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.46 | -0.30 |
Correlation
The correlation between FBTU.L and FDL is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FBTU.L vs. FDL - Dividend Comparison
FBTU.L has not paid dividends to shareholders, while FDL's dividend yield for the trailing twelve months is around 3.61%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBTU.L First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDL First Trust Morningstar Dividend Leaders Index Fund | 3.61% | 4.04% | 4.96% | 4.58% | 3.58% | 4.59% | 4.48% | 3.75% | 3.97% | 3.18% | 2.93% | 3.65% |
Drawdowns
FBTU.L vs. FDL - Drawdown Comparison
The maximum FBTU.L drawdown since its inception was -33.73%, smaller than the maximum FDL drawdown of -65.93%. Use the drawdown chart below to compare losses from any high point for FBTU.L and FDL.
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Drawdown Indicators
| FBTU.L | FDL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.73% | -65.93% | +32.20% |
Max Drawdown (1Y)Largest decline over 1 year | -15.22% | -11.58% | -3.64% |
Max Drawdown (5Y)Largest decline over 5 years | -29.97% | -16.46% | -13.51% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.40% | — |
Current DrawdownCurrent decline from peak | -11.52% | -0.10% | -11.42% |
Average DrawdownAverage peak-to-trough decline | -13.30% | -9.73% | -3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 3.10% | +1.90% |
Volatility
FBTU.L vs. FDL - Volatility Comparison
First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating (FBTU.L) has a higher volatility of 7.43% compared to First Trust Morningstar Dividend Leaders Index Fund (FDL) at 2.56%. This indicates that FBTU.L's price experiences larger fluctuations and is considered to be riskier than FDL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBTU.L | FDL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 2.56% | +4.87% |
Volatility (6M)Calculated over the trailing 6-month period | 14.90% | 8.16% | +6.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.95% | 14.96% | +7.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.73% | 14.31% | +6.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.25% | 17.09% | +4.16% |