IBB vs RWL
Comparison between ISHARES BIOTECHNOLOGY ETF (IBB, ETF) and INVESCO S&P 500 REVENUE ETF (RWL, ETF).
5-Year PerformanceRWL has outperformed IBB, delivering a return of +13.9% compared to +3.7%
IBB vs RWL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBB
$9.10B
Winner
RWL
$9.20B
Expense Ratio
IBB
0.44%
Winner
RWL
0.39%
Max Drawdown
IBB
62.85%
Winner
RWL
55.30%
Sharpe Ratio
IBB
1.81
Winner
RWL
2.16
5Y Beta
IBB
0.79
Winner
RWL
0.68
P/E Ratio
Winner
IBB
-159.63
RWL
22.67
Forward P/E
IBB
18.82
Winner
RWL
17.45
5Y Dividends CAGR
IBB
0.10%
Winner
RWL
8.40%
5Y EPS CAGR
Winner
IBB
16.11%
RWL
15.84%
Debt to Equity
IBB
75.79%
Winner
RWL
16.08%
P/S Ratio
IBB
6.92
Winner
RWL
1.04
P/B Ratio
IBB
5.48
Winner
RWL
3.41
IBB vs RWL - Holdings Comparison
IBB and RWL have 10 common holdings. Overlap is 0.39%
IBB's top 25 holdings weight is 64.73%. RWL's top 25 holdings weight is 37.51%.
| Rank | IBB | RWL |
|---|---|---|
| #1 | VERTEX PHARMACEUTICALS INC (VRTX) - 8.10% | AMAZON.COM INC (AMZN) - 3.89% |
| #2 | AMGEN INC (AMGN) - 7.81% | WALMART INC (WMT) - 3.41% |
| #3 | GILEAD SCIENCES INC (GILD) - 6.82% | APPLE INC (AAPL) - 2.47% |
| #4 | REGENERON PHARMACEUTICALS INC (REGN) - 4.92% | UNITEDHEALTH GROUP INC (UNH) - 2.40% |
| #5 | ARGENX SE ADR (ARGX) - 3.68% | CVS HEALTH CORP (CVS) - 2.16% |
| #6 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.13% | MCKESSON CORP (MCK) - 2.04% |
| #7 | NATERA INC (NTRA) - 2.94% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.94% |
| #8 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 2.78% | CENCORA INC (COR) - 1.78% |
| #9 | BIOGEN INC (BIIB) - 2.39% | JPMORGAN CHASE & CO (JPM) - 1.56% |
| #10 | ILLUMINA INC (ILMN) - 2.16% | MICROSOFT CORP (MSFT) - 1.55% |
| #11 | MODERNA INC (MRNA) - 2.05% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.52% |
| #12 | BEONE MEDICINES LTD ADR (ONC) - 1.81% | COSTCO WHOLESALE CORP (COST) - 1.38% |
| #13 | INSMED INC (INSM) - 1.79% | THE CIGNA GROUP (CI) - 1.38% |
| #14 | INCYTE CORP (INCY) - 1.76% | CARDINAL HEALTH INC (CAH) - 1.37% |
| #15 | UNITED THERAPEUTICS CORP (UTHR) - 1.75% | NVIDIA CORP (NVDA) - 1.29% |
| #16 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.41% | META PLATFORMS INC CLASS A (META) - 1.20% |
| #17 | ASCENDIS PHARMA AS (ASND) - 1.29% | ALPHABET INC CLASS A (GOOGL) - 1.08% |
| #18 | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.29% | ALPHABET INC CLASS C (GOOG) - 1.08% |
| #19 | GENMAB AS ADR (GMAB) - 1.13% | BANK OF AMERICA CORP (BAC) - 1.07% |
| #20 | EXELIXIS INC (EXEL) - 1.03% | ELEVANCE HEALTH INC (ELV) - 1.05% |
| #21 | IONIS PHARMACEUTICALS INC (IONS) - 1.00% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.38% |
| #22 | MEDPACE HOLDINGS INC (MEDP) - 0.98% | UNITED AIRLINES HOLDINGS INC (UAL) - 0.38% |
| #23 | BRIDGEBIO PHARMA INC (BBIO) - 0.98% | ALLSTATE CORP (ALL) - 0.38% |
| #24 | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.87% | DELTA AIR LINES INC (DAL) - 0.38% |
| #25 | BIOMARIN PHARMACEUTICAL INC (BMRN) - 0.86% | LOCKHEED MARTIN CORP (LMT) - 0.37% |
| Total Holdings | 252 | 467 |
IBB vs RWL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBB
+9.41%
RWL
+2.66%
3M
Winner
IBB
+7.43%
RWL
+7.33%
6M
Winner
IBB
+11.75%
RWL
+11.06%
1Y
Winner
IBB
+44.41%
RWL
+26.61%
5Y(CAGR)
IBB
+3.66%
Winner
RWL
+13.94%
10Y(CAGR)
IBB
+7.89%
Winner
RWL
+13.92%
Max(CAGR)
IBB
+7.12%
Winner
RWL
+11.33%
IBB vs RWL - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IBB | RWL |
|---|---|---|
| 2026 | +12.38% | +13.79% |
| 2025 | +27.31% | +18.96% |
| 2024 | -3.98% | +15.91% |
| 2023 | +4.76% | +17.70% |
| 2022 | -13.55% | -6.69% |
| 2021 | +1.62% | +31.55% |
| 2020 | +26.66% | +8.40% |
| 2019 | +24.04% | +27.15% |
| 2018 | -11.66% | -8.46% |
| 2017 | +18.90% | +18.98% |
| 2016 | -18.66% | +13.58% |
| 2015 | +10.47% | -1.29% |
| 2014 | +33.81% | +14.33% |
| 2013 | +60.40% | +34.50% |
| 2012 | +30.91% | +16.05% |
| 2011 | +10.68% | -1.00% |
| 2010 | +13.15% | +15.28% |
| 2009 | +13.54% | +26.40% |
| 2008 | -11.83% | -34.19% |
| 2007 | +4.68% | N/A |
| 2006 | -0.82% | N/A |
| 2005 | +3.75% | N/A |
| 2004 | +3.40% | N/A |
| 2003 | +41.11% | N/A |
| 2002 | -44.49% | N/A |
| 2001 | -12.03% | N/A |
IBB vs RWL Drawdown Comparison
The maximum drawdown for IBB was -62.85%, occurring on Jul 10, 2002. Recovery took 2488 trading sessions.
The maximum drawdown for RWL was -54.83%, occurring on Mar 9, 2009. Recovery took 688 trading sessions.
The current IBB drawdown is -4.27%. The current RWL drawdown is -0.47%.
| Rank | IBB | RWL |
|---|---|---|
| #1 | -62.85% Jun 5, 2001 - Apr 27, 2011 | -54.83% May 15, 2008 - Feb 8, 2011 |
| #2 | -39.82% Aug 9, 2021 - Jan 7, 2026 | -36.03% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -39.24% Jul 20, 2015 - May 11, 2020 | -21.38% Apr 29, 2011 - Feb 27, 2012 |
| #4 | -34.69% Feb 12, 2001 - May 22, 2001 | -19.49% Sep 21, 2018 - Jul 3, 2019 |
| #5 | -22.65% Jul 8, 2011 - Jan 10, 2012 | -17.50% Apr 20, 2022 - Jul 11, 2023 |
| #6 | -21.18% Feb 25, 2014 - Aug 26, 2014 | -15.27% May 21, 2015 - Jul 11, 2016 |
| #7 | -15.26% Feb 8, 2021 - Aug 5, 2021 | -14.39% Feb 19, 2025 - Jun 27, 2025 |
| #8 | -12.98% Jul 20, 2020 - Dec 3, 2020 | -11.74% Jan 26, 2018 - Sep 20, 2018 |
| #9 | -12.75% Oct 5, 2012 - Feb 1, 2013 | -10.32% Mar 26, 2012 - Aug 16, 2012 |
| #10 | -9.81% May 14, 2013 - Jul 11, 2013 | -10.20% Feb 26, 2008 - Apr 25, 2008 |
| #11 | -9.63% Jan 22, 2026 - Jun 23, 2026 | -9.19% Jul 31, 2023 - Dec 8, 2023 |
| #12 | -9.25% Apr 23, 2015 - Jun 11, 2015 | -7.72% Sep 19, 2014 - Nov 5, 2014 |
| #13 | -9.02% Oct 1, 2013 - Nov 21, 2013 | -6.84% Oct 18, 2012 - Dec 18, 2012 |
| #14 | -8.60% Sep 24, 2014 - Oct 23, 2014 | -6.80% Jul 12, 2019 - Sep 11, 2019 |
| #15 | -7.55% Mar 20, 2015 - Apr 23, 2015 | -6.75% Jan 11, 2022 - Mar 25, 2022 |
Correlation
Correlation between IBB and RWL is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2007 - 2026)
IBB vs RWL dividend yield comparison.
| Year | IBB | RWL |
|---|---|---|
| 2026 | 0.08% | 0.63% |
| 2025 | 0.23% | 1.35% |
| 2024 | 0.29% | 1.43% |
| 2023 | 0.26% | 1.60% |
| 2022 | 0.31% | 1.62% |
| 2021 | 0.21% | 1.35% |
| 2020 | 0.21% | 1.75% |
| 2019 | 0.33% | 1.87% |
| 2018 | 0.20% | 1.99% |
| 2017 | 0.30% | 1.60% |
| 2016 | 0.19% | 1.71% |
| 2015 | 0.03% | 1.97% |
| 2014 | 0.15% | 1.43% |
| 2013 | 0.03% | 1.61% |
| 2012 | 0.48% | 1.89% |
| 2011 | 0.01% | 1.85% |
| 2010 | 0.55% | 1.34% |
| 2009 | 0.00% | 1.32% |
| 2008 | 0.25% | 1.21% |
| 2007 | 0.11% | 0.00% |
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