FBTU.L vs. XLV
Compare and contrast key facts about First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating (FBTU.L) and State Street Health Care Select Sector SPDR ETF (XLV).
FBTU.L and XLV 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. XLV is a passively managed fund by State Street that tracks the performance of the Health Care Select Sector Index. It was launched on Dec 16, 1998.
Performance
FBTU.L vs. XLV - Performance Comparison
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FBTU.L vs. XLV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FBTU.L First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating | -2.90% | 25.95% | 4.74% | 3.91% | -5.96% | -3.77% | 3.88% |
XLV State Street Health Care Select Sector SPDR ETF | -4.18% | 14.50% | 2.47% | 2.07% | -2.08% | 26.04% | 11.49% |
Returns By Period
In the year-to-date period, FBTU.L achieves a -2.90% return, which is significantly higher than XLV's -4.18% return.
FBTU.L
- 1D
- 2.68%
- 1M
- -0.84%
- YTD
- -2.90%
- 6M
- 9.93%
- 1Y
- 21.23%
- 3Y*
- 9.77%
- 5Y*
- 4.48%
- 10Y*
- —
XLV
- 1D
- 0.76%
- 1M
- -6.43%
- YTD
- -4.18%
- 6M
- 3.83%
- 1Y
- 4.90%
- 3Y*
- 6.25%
- 5Y*
- 6.59%
- 10Y*
- 9.80%
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FBTU.L vs. XLV - Expense Ratio Comparison
FBTU.L has a 0.60% expense ratio, which is higher than XLV's 0.08% expense ratio.
Return for Risk
FBTU.L vs. XLV — Risk / Return Rank
FBTU.L
XLV
FBTU.L vs. XLV - 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 State Street Health Care Select Sector SPDR ETF (XLV). 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 | XLV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.28 | +0.64 |
Sortino ratioReturn per unit of downside risk | 1.39 | 0.51 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.06 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 0.28 | +1.30 |
Martin ratioReturn relative to average drawdown | 4.69 | 0.58 | +4.10 |
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 | XLV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.28 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.45 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.46 | -0.28 |
Correlation
The correlation between FBTU.L and XLV is 0.38, 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. XLV - Dividend Comparison
FBTU.L has not paid dividends to shareholders, while XLV's dividend yield for the trailing twelve months is around 1.70%.
| 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% |
XLV State Street Health Care Select Sector SPDR ETF | 1.70% | 1.60% | 1.67% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.57% | 1.47% | 1.60% | 1.43% |
Drawdowns
FBTU.L vs. XLV - Drawdown Comparison
The maximum FBTU.L drawdown since its inception was -33.73%, smaller than the maximum XLV drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for FBTU.L and XLV.
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Drawdown Indicators
| FBTU.L | XLV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.73% | -39.17% | +5.44% |
Max Drawdown (1Y)Largest decline over 1 year | -14.30% | -10.76% | -3.54% |
Max Drawdown (5Y)Largest decline over 5 years | -29.97% | -17.11% | -12.86% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.40% | — |
Current DrawdownCurrent decline from peak | -9.15% | -7.41% | -1.74% |
Average DrawdownAverage peak-to-trough decline | -13.30% | -7.12% | -6.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.82% | 5.11% | -0.29% |
Volatility
FBTU.L vs. XLV - Volatility Comparison
First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating (FBTU.L) has a higher volatility of 7.44% compared to State Street Health Care Select Sector SPDR ETF (XLV) at 4.79%. This indicates that FBTU.L's price experiences larger fluctuations and is considered to be riskier than XLV 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 | XLV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.44% | 4.79% | +2.65% |
Volatility (6M)Calculated over the trailing 6-month period | 15.12% | 10.29% | +4.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.07% | 17.73% | +5.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.73% | 14.56% | +6.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.28% | 16.53% | +4.75% |