BBC vs XPND
Comparison between VIRTUS BIOTECH CLINICAL TRIALS ETF (BBC, ETF) and FIRST TRUST EXPANDED TECHNOLOGY ETF (XPND, ETF).
BBC is from the Healthcare sector, while XPND is from the Technology sector.
5-Year PerformanceXPND has outperformed BBC, delivering a return of +15.2% compared to -3.4%
BBC vs XPND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBC
$37M
XPND
$37M
Expense Ratio
BBC
0.65%
XPND
0.65%
Max Drawdown
BBC
77.16%
Winner
XPND
38.10%
Sharpe Ratio
Winner
BBC
2.17
XPND
1.04
5Y Beta
Winner
BBC
1.21
XPND
1.24
P/E Ratio
Winner
BBC
-7.30
XPND
34.98
Forward P/E
BBC
N/A
XPND
27.53
PEG Ratio
BBC
N/A
XPND
0.73
5Y EPS CAGR
BBC
4.75%
Winner
XPND
26.21%
Debt to Equity
Winner
BBC
11.20%
XPND
60.41%
P/S Ratio
BBC
14.86
Winner
XPND
8.11
P/B Ratio
Winner
BBC
4.04
XPND
11.24
BBC vs XPND - Holdings Comparison
BBC and XPND have 0 common holdings. Overlap is 0.00%
BBC's top 25 holdings weight is 34.15%. XPND's top 25 holdings weight is 89.02%.
| Rank | BBC | XPND |
|---|---|---|
| #1 | ERASCA INC (ERAS) - 2.42% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 5.03% |
| #2 | ENLIVEN THERAPEUTICS INC (ELVN) - 1.91% | BROADCOM INC (AVGO) - 4.81% |
| #3 | SPYRE THERAPEUTICS INC (SYRE) - 1.66% | NETFLIX INC (NFLX) - 4.72% |
| #4 | TANGO THERAPEUTICS INC (TNGX) - 1.63% | CISCO SYSTEMS INC (CSCO) - 4.67% |
| #5 | DIANTHUS THERAPEUTICS INC (DNTH) - 1.56% | NVIDIA CORP (NVDA) - 4.62% |
| #6 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.49% | ALPHABET INC CLASS A (GOOGL) - 4.51% |
| #7 | ORUKA THERAPEUTICS INC (ORKA) - 1.49% | MASTERCARD INC CLASS A (MA) - 4.43% |
| #8 | ALUMIS INC (ALMS) - 1.48% | APPLE INC (AAPL) - 4.42% |
| #9 | REZOLUTE INC (RZLT) - 1.39% | APPLIED MATERIALS INC (AMAT) - 4.38% |
| #10 | n/a (DFTX) - 1.38% | LAM RESEARCH CORP (LRCX) - 4.38% |
| #11 | COMPASS PATHWAYS PLC ADR (CMPS) - 1.38% | MICROSOFT CORP (MSFT) - 4.36% |
| #12 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.37% | VISA INC CLASS A (V) - 4.35% |
| #13 | GH RESEARCH PLC (GHRS) - 1.35% | META PLATFORMS INC CLASS A (META) - 4.08% |
| #14 | RELAY THERAPEUTICS INC ORDINARY SHARES (RLAY) - 1.34% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.59% |
| #15 | CORVUS PHARMACEUTICALS INC (CRVS) - 1.16% | T-MOBILE US INC (TMUS) - 3.45% |
| #16 | TECTONIC THERAPEUTIC INC (TECX) - 1.15% | KLA CORP (KLAC) - 3.17% |
| #17 | KODIAK SCIENCES INC (KOD) - 1.15% | TEXAS INSTRUMENTS INC (TXN) - 2.83% |
| #18 | CG ONCOLOGY INC (CGON) - 1.15% | ARISTA NETWORKS INC (ANET) - 2.62% |
| #19 | CENTESSA PHARMACEUTICALS PLC ADR (CNTA) - 1.14% | ANALOG DEVICES INC (ADI) - 2.50% |
| #20 | TYRA BIOSCIENCES INC (TYRA) - 1.13% | AMPHENOL CORP CLASS A (APH) - 2.47% |
| #21 | ABCELLERA BIOLOGICS INC ORDINARY SHARES (ABCL) - 1.11% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.16% |
| #22 | JADE BIOSCIENCES INC (JBIO) - 1.10% | QUALCOMM INC (QCOM) - 2.07% |
| #23 | EDGEWISE THERAPEUTICS INC (EWTX) - 1.08% | CORNING INC (GLW) - 1.99% |
| #24 | ALLOGENE THERAPEUTICS INC (ALLO) - 1.07% | INTUIT INC (INTU) - 1.77% |
| #25 | INTELLIA THERAPEUTICS INC (NTLA) - 1.06% | SERVICENOW INC (NOW) - 1.64% |
| Total Holdings | 123 | 51 |
BBC vs XPND - Historical Returns
Returns include dividend reinvestment.
1M
BBC
-8.32%
Winner
XPND
+4.30%
3M
BBC
-4.04%
Winner
XPND
+16.13%
6M
BBC
+3.17%
Winner
XPND
+8.96%
1Y
Winner
BBC
+104.37%
XPND
+24.69%
5Y(CAGR)
BBC
-3.38%
Winner
XPND
+15.18%
10Y(CAGR)
BBC
+7.37%
XPND
N/A
Max(CAGR)
BBC
+4.30%
Winner
XPND
+15.18%
BBC vs XPND - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | BBC | XPND |
|---|---|---|
| 2026 | +8.69% | +11.79% |
| 2025 | +61.24% | +18.69% |
| 2024 | -1.80% | +32.27% |
| 2023 | -0.08% | +46.83% |
| 2022 | -37.30% | -29.70% |
| 2021 | -22.69% | +15.05% |
| 2020 | +32.55% | N/A |
| 2019 | +58.55% | N/A |
| 2018 | -20.74% | N/A |
| 2017 | +56.63% | N/A |
| 2016 | -33.53% | N/A |
| 2015 | +2.81% | N/A |
| 2014 | +3.90% | N/A |
BBC vs XPND Drawdown Comparison
The maximum drawdown for BBC was -76.85%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The maximum drawdown for XPND was -38.00%, occurring on Oct 14, 2022. Recovery took 496 trading sessions.
The current BBC drawdown is -31.95%. The current XPND drawdown is -5.35%.
| Rank | BBC | XPND |
|---|---|---|
| #1 | -76.85% Feb 8, 2021 - Apr 8, 2025 | -38.00% Dec 27, 2021 - Dec 15, 2023 |
| #2 | -58.50% Jul 17, 2015 - Dec 23, 2019 | -23.37% Feb 19, 2025 - Jun 25, 2025 |
| #3 | -40.47% Dec 24, 2019 - May 11, 2020 | -17.37% Oct 28, 2025 - May 8, 2026 |
| #4 | -16.61% Jun 23, 2020 - Nov 27, 2020 | -12.65% Jul 10, 2024 - Oct 8, 2024 |
| #5 | -15.83% Mar 19, 2015 - May 29, 2015 | -9.24% Aug 30, 2021 - Nov 2, 2021 |
| #6 | -8.39% May 22, 2020 - Jun 19, 2020 | -8.41% Mar 7, 2024 - May 20, 2024 |
| #7 | -8.23% Dec 23, 2020 - Jan 14, 2021 | -6.79% Jun 2, 2026 - Jun 5, 2026 |
| #8 | -8.03% Jan 27, 2015 - Feb 18, 2015 | -5.95% Dec 16, 2024 - Jan 22, 2025 |
| #9 | -7.85% Jun 23, 2015 - Jul 13, 2015 | -5.83% Nov 19, 2021 - Dec 27, 2021 |
| #10 | -6.59% Dec 19, 2014 - Jan 2, 2015 | -3.86% Dec 19, 2023 - Jan 11, 2024 |
| #11 | -5.64% May 11, 2020 - May 18, 2020 | -3.80% Feb 9, 2024 - Feb 29, 2024 |
| #12 | -5.48% Jan 19, 2021 - Feb 2, 2021 | -3.77% Oct 8, 2025 - Oct 24, 2025 |
| #13 | -5.30% Jan 14, 2015 - Jan 27, 2015 | -3.77% Jan 23, 2025 - Feb 5, 2025 |
| #14 | -3.64% Jun 5, 2015 - Jun 22, 2015 | -3.53% Oct 14, 2024 - Nov 6, 2024 |
| #15 | -3.01% Jan 5, 2015 - Jan 8, 2015 | -3.40% Nov 12, 2024 - Dec 4, 2024 |
Correlation
Correlation between BBC and XPND is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.31
-101
Dividend Comparison (2015 - 2026)
BBC vs XPND dividend yield comparison.
| Year | BBC | XPND |
|---|---|---|
| 2026 | 0.00% | 0.02% |
| 2025 | 1.70% | 0.08% |
| 2024 | 1.00% | 0.12% |
| 2023 | 0.34% | 0.18% |
| 2022 | 0.00% | 0.34% |
| 2021 | 0.00% | 0.02% |
| 2017 | 2.09% | 0.00% |
| 2015 | 0.51% | 0.00% |
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