BBUS vs XBI
Comparison between JPMORGAN BETABUILDERS U.S. EQUITY ETF (BBUS, ETF) and STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI, ETF).
5-Year PerformanceBBUS has outperformed XBI, delivering a return of +13.3% compared to +0.5%
BBUS vs XBI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBUS
$8.40B
XBI
$8.40B
Expense Ratio
Winner
BBUS
0.02%
XBI
0.35%
Max Drawdown
Winner
BBUS
35.35%
XBI
63.90%
Sharpe Ratio
BBUS
1.52
Winner
XBI
1.77
5Y Beta
Winner
BBUS
0.98
XBI
0.98
P/E Ratio
BBUS
28.31
Winner
XBI
-9.04
Forward P/E
BBUS
21.39
Winner
XBI
11.52
PEG Ratio
BBUS
0.38
XBI
N/A
5Y Dividends CAGR
BBUS
6.78%
Winner
XBI
9.74%
5Y EPS CAGR
Winner
BBUS
28.68%
XBI
4.65%
Debt to Equity
BBUS
42.80%
Winner
XBI
25.46%
P/S Ratio
Winner
BBUS
3.78
XBI
7.97
P/B Ratio
BBUS
5.64
Winner
XBI
4.55
BBUS vs XBI - Holdings Comparison
BBUS and XBI have 9 common holdings. Overlap is 0.85%
BBUS's top 25 holdings weight is 50.16%. XBI's top 25 holdings weight is 34.31%.
| Rank | BBUS | XBI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.96% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.83% |
| #2 | APPLE INC (AAPL) - 7.05% | TWIST BIOSCIENCE CORP (TWST) - 1.80% |
| #3 | MICROSOFT CORP (MSFT) - 4.99% | ALKERMES PLC (ALKS) - 1.79% |
| #4 | AMAZON.COM INC (AMZN) - 3.84% | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 1.75% |
| #5 | BROADCOM INC (AVGO) - 3.41% | TG THERAPEUTICS INC (TGTX) - 1.57% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.21% | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 1.47% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.76% | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.44% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.99% | EXELIXIS INC (EXEL) - 1.40% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.82% | KRYSTAL BIOTECH INC (KRYS) - 1.38% |
| #10 | TESLA INC (TSLA) - 1.82% | CYTOKINETICS INC (CYTK) - 1.34% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% | BEAM THERAPEUTICS INC (BEAM) - 1.34% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.29% | VERACYTE INC (VCYT) - 1.33% |
| #13 | ELI LILLY AND CO (LLY) - 1.29% | NATERA INC (NTRA) - 1.30% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.24% | APOGEE THERAPEUTICS INC (APGE) - 1.27% |
| #15 | EXXON MOBIL CORP (XOM) - 0.95% | MADRIGAL PHARMACEUTICALS INC (MDGL) - 1.26% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.82% | PTC THERAPEUTICS INC (PTCT) - 1.25% |
| #17 | VISA INC CLASS A (V) - 0.81% | SCHOLAR ROCK HOLDING CORP (SRRK) - 1.25% |
| #18 | CISCO SYSTEMS INC (CSCO) - 0.77% | CRISPR THERAPEUTICS AG (CRSP) - 1.25% |
| #19 | WALMART INC (WMT) - 0.74% | MIRUM PHARMACEUTICALS INC (MIRM) - 1.21% |
| #20 | INTEL CORP (INTC) - 0.71% | HALOZYME THERAPEUTICS INC (HALO) - 1.20% |
| #21 | SALESFORCE INC (CRM) - 0.28% | BIOGEN INC (BIIB) - 1.19% |
| #22 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.28% | UNITED THERAPEUTICS CORP (UTHR) - 1.19% |
| #23 | ARISTA NETWORKS INC (ANET) - 0.27% | INCYTE CORP (INCY) - 1.17% |
| #24 | THE WALT DISNEY CO (DIS) - 0.27% | IONIS PHARMACEUTICALS INC (IONS) - 1.17% |
| #25 | NEXTERA ENERGY INC (NEE) - 0.27% | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.16% |
| Total Holdings | 457 | 152 |
BBUS vs XBI - Historical Returns
Returns include dividend reinvestment.
1M
BBUS
+2.22%
Winner
XBI
+4.37%
3M
Winner
BBUS
+13.10%
XBI
+10.08%
6M
BBUS
+11.07%
Winner
XBI
+11.40%
1Y
BBUS
+26.08%
Winner
XBI
+64.20%
5Y(CAGR)
Winner
BBUS
+13.29%
XBI
+0.55%
10Y(CAGR)
BBUS
N/A
XBI
+9.72%
Max(CAGR)
Winner
BBUS
+16.22%
XBI
+11.26%
BBUS vs XBI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BBUS | XBI |
|---|---|---|
| 2026 | +10.37% | +12.24% |
| 2025 | +17.98% | +33.70% |
| 2024 | +25.63% | -0.05% |
| 2023 | +27.68% | +9.54% |
| 2022 | -19.87% | -28.10% |
| 2021 | +28.82% | -20.55% |
| 2020 | +19.58% | +49.01% |
| 2019 | +16.54% | +30.54% |
| 2018 | N/A | -17.55% |
| 2017 | N/A | +42.81% |
| 2016 | N/A | -12.49% |
| 2015 | N/A | +12.40% |
| 2014 | N/A | +44.27% |
| 2013 | N/A | +42.97% |
| 2012 | N/A | +32.95% |
| 2011 | N/A | +3.91% |
| 2010 | N/A | +15.74% |
| 2009 | N/A | -0.82% |
| 2008 | N/A | -8.58% |
| 2007 | N/A | +30.24% |
| 2006 | N/A | -6.48% |
BBUS vs XBI Drawdown Comparison
The maximum drawdown for BBUS was -35.35%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The maximum drawdown for XBI was -63.89%, occurring on May 11, 2022. This drawdown has not yet recovered.
The current BBUS drawdown is -0.77%. The current XBI drawdown is -21.17%.
| Rank | BBUS | XBI |
|---|---|---|
| #1 | -35.35% Jan 16, 2020 - Aug 24, 2020 | -63.89% Feb 8, 2021 - May 11, 2022 |
| #2 | -25.46% Dec 29, 2021 - Dec 13, 2023 | -49.25% Jul 17, 2015 - Jan 12, 2018 |
| #3 | -19.01% Feb 19, 2025 - Jun 26, 2025 | -37.67% Aug 14, 2008 - Apr 14, 2011 |
| #4 | -9.57% Sep 2, 2020 - Nov 13, 2020 | -35.26% Jun 20, 2018 - May 11, 2020 |
| #5 | -9.21% Jan 12, 2026 - Apr 15, 2026 | -29.06% Feb 27, 2014 - Oct 28, 2014 |
| #6 | -8.54% Jul 16, 2024 - Sep 19, 2024 | -26.72% Jul 22, 2011 - Jan 27, 2012 |
| #7 | -6.68% May 3, 2019 - Jun 20, 2019 | -22.71% Dec 6, 2007 - Jul 15, 2008 |
| #8 | -5.94% Jul 26, 2019 - Oct 25, 2019 | -21.93% Feb 27, 2006 - Aug 8, 2007 |
| #9 | -5.31% Mar 28, 2024 - May 14, 2024 | -15.10% Sep 21, 2012 - Jan 14, 2013 |
| #10 | -5.28% Sep 3, 2021 - Oct 20, 2021 | -14.51% Jan 29, 2018 - Jun 5, 2018 |
| #11 | -5.18% Oct 29, 2025 - Dec 11, 2025 | -13.70% Jul 20, 2020 - Oct 12, 2020 |
| #12 | -4.72% Feb 12, 2021 - Mar 15, 2021 | -13.36% Oct 2, 2013 - Jan 7, 2014 |
| #13 | -4.60% Jun 2, 2026 - Jun 10, 2026 | -13.21% Mar 19, 2015 - May 29, 2015 |
| #14 | -4.45% Nov 18, 2021 - Dec 23, 2021 | -11.51% Jan 21, 2014 - Feb 20, 2014 |
| #15 | -4.31% Dec 6, 2024 - Jan 23, 2025 | -10.38% May 30, 2013 - Jul 10, 2013 |
Correlation
Correlation between BBUS and XBI is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.
0.27
-101
Dividend Comparison (2007 - 2026)
BBUS vs XBI dividend yield comparison.
| Year | BBUS | XBI |
|---|---|---|
| 2026 | 0.21% | 0.00% |
| 2025 | 1.07% | 0.37% |
| 2024 | 1.21% | 0.15% |
| 2023 | 1.38% | 0.02% |
| 2022 | 1.57% | 0.00% |
| 2021 | 1.11% | 0.04% |
| 2020 | 1.43% | 0.20% |
| 2019 | 1.37% | 0.00% |
| 2018 | 0.00% | 0.28% |
| 2017 | 0.00% | 0.24% |
| 2016 | 0.00% | 0.26% |
| 2015 | 0.00% | 0.61% |
| 2014 | 0.00% | 1.07% |
| 2013 | 0.00% | 0.17% |
| 2012 | 0.00% | 0.22% |
| 2009 | 0.00% | 0.28% |
| 2008 | 0.00% | 1.27% |
| 2007 | 0.00% | 0.26% |
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