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 +12.5% compared to +2.8%
IBB vs RWL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBB
$8.10B
RWL
$8.10B
Expense Ratio
IBB
0.44%
Winner
RWL
0.39%
Max Drawdown
IBB
62.85%
Winner
RWL
55.30%
Sharpe Ratio
IBB
1.66
Winner
RWL
2.11
5Y Beta
IBB
0.80
Winner
RWL
0.70
P/E Ratio
Winner
IBB
-240.05
RWL
25.52
Forward P/E
IBB
17.67
Winner
RWL
17.21
5Y Dividends CAGR
Winner
IBB
10.38%
RWL
7.54%
5Y EPS CAGR
Winner
IBB
24.54%
RWL
14.91%
Debt to Equity
IBB
99.91%
Winner
RWL
18.66%
P/S Ratio
IBB
7.06
Winner
RWL
0.87
P/B Ratio
IBB
4.64
Winner
RWL
3.06
IBB vs RWL - Holdings Comparison
IBB and RWL have 10 common holdings. Overlap is 0.55%
IBB's top 25 holdings weight is 68.66%. RWL's top 25 holdings weight is 38.81%.
| Rank | IBB | RWL |
|---|---|---|
| #1 | GILEAD SCIENCES INC (GILD) - 9.71% | AMAZON.COM INC (AMZN) - 4.47% |
| #2 | VERTEX PHARMACEUTICALS INC (VRTX) - 9.05% | WALMART INC (WMT) - 3.76% |
| #3 | AMGEN INC (AMGN) - 8.92% | UNITEDHEALTH GROUP INC (UNH) - 2.93% |
| #4 | REGENERON PHARMACEUTICALS INC (REGN) - 6.89% | APPLE INC (AAPL) - 2.31% |
| #5 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.72% | CVS HEALTH CORP (CVS) - 2.19% |
| #6 | INSMED INC (INSM) - 2.73% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.84% |
| #7 | ARGENX SE ADR (ARGX) - 2.56% | MCKESSON CORP (MCK) - 1.81% |
| #8 | BIOGEN INC (BIIB) - 2.41% | MICROSOFT CORP (MSFT) - 1.65% |
| #9 | NATERA INC (NTRA) - 2.33% | EXXON MOBIL CORP (XOM) - 1.64% |
| #10 | UNITED THERAPEUTICS CORP (UTHR) - 2.00% | JPMORGAN CHASE & CO (JPM) - 1.55% |
| #11 | BEONE MEDICINES LTD ADR (ONC) - 1.88% | THE CIGNA GROUP (CI) - 1.53% |
| #12 | MODERNA INC (MRNA) - 1.66% | CENCORA INC (COR) - 1.48% |
| #13 | INCYTE CORP (INCY) - 1.62% | COSTCO WHOLESALE CORP (COST) - 1.46% |
| #14 | ILLUMINA INC (ILMN) - 1.59% | CENTENE CORP (CNC) - 1.37% |
| #15 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.47% | ELEVANCE HEALTH INC (ELV) - 1.27% |
| #16 | GENMAB AS ADR (GMAB) - 1.17% | NVIDIA CORP (NVDA) - 1.26% |
| #17 | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.13% | CARDINAL HEALTH INC (CAH) - 1.19% |
| #18 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.10% | ALPHABET INC CLASS A (GOOGL) - 1.16% |
| #19 | BRIDGEBIO PHARMA INC (BBIO) - 1.05% | ALPHABET INC CLASS C (GOOG) - 1.16% |
| #20 | IONIS PHARMACEUTICALS INC (IONS) - 1.03% | BANK OF AMERICA CORP (BAC) - 1.08% |
| #21 | BIOMARIN PHARMACEUTICAL INC (BMRN) - 0.98% | DELTA AIR LINES INC (DAL) - 0.37% |
| #22 | ASCENDIS PHARMA AS ADR (ASND) - 0.96% | ALLSTATE CORP (ALL) - 0.36% |
| #23 | EXELIXIS INC (EXEL) - 0.96% | CISCO SYSTEMS INC (CSCO) - 0.33% |
| #24 | MEDPACE HOLDINGS INC (MEDP) - 0.92% | ACCENTURE PLC CLASS A (ACN) - 0.32% |
| #25 | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.82% | ORACLE CORP (ORCL) - 0.32% |
| Total Holdings | 258 | 447 |
IBB vs RWL - Historical Returns
Returns include dividend reinvestment.
1M
IBB
-1.12%
Winner
RWL
+4.78%
3M
IBB
-2.47%
Winner
RWL
+3.41%
6M
IBB
+7.94%
Winner
RWL
+11.86%
1Y
Winner
IBB
+42.93%
RWL
+27.84%
5Y(CAGR)
IBB
+2.84%
Winner
RWL
+12.49%
10Y(CAGR)
IBB
+7.17%
Winner
RWL
+13.98%
Max(CAGR)
IBB
+6.71%
Winner
RWL
+11.15%
IBB vs RWL - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IBB | RWL |
|---|---|---|
| 2026 | +0.63% | +8.27% |
| 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 -4.26%.
| 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 - Mar 27, 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 | 0.07% | 0.34% |
| 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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