IBB vs SPY
Comparison between ISHARES BIOTECHNOLOGY ETF (IBB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IBB, delivering a return of +13.2% compared to +2.4%
IBB vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBB
$7.90B
Winner
SPY
$784B
Expense Ratio
IBB
0.44%
Winner
SPY
0.09%
Max Drawdown
IBB
62.85%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IBB
1.65
SPY
1.54
5Y Beta
Winner
IBB
0.79
SPY
1.00
P/E Ratio
Winner
IBB
-127.44
SPY
27.62
Forward P/E
Winner
IBB
17.95
SPY
21.11
5Y Dividends CAGR
IBB
0.10%
Winner
SPY
6.00%
5Y EPS CAGR
IBB
17.07%
Winner
SPY
25.30%
Debt to Equity
IBB
71.26%
Winner
SPY
31.11%
P/S Ratio
IBB
6.30
Winner
SPY
3.49
P/B Ratio
Winner
IBB
4.91
SPY
5.30
IBB vs SPY - Holdings Comparison
IBB and SPY have 10 common holdings. Overlap is 0.93%
IBB's top 25 holdings weight is 65.14%. SPY's top 25 holdings weight is 51.24%.
| Rank | IBB | SPY |
|---|---|---|
| #1 | VERTEX PHARMACEUTICALS INC (VRTX) - 7.38% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | GILEAD SCIENCES INC (GILD) - 7.36% | APPLE INC (AAPL) - 6.81% |
| #3 | AMGEN INC (AMGN) - 7.09% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | REGENERON PHARMACEUTICALS INC (REGN) - 5.66% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.60% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | ARGENX SE ADR (ARGX) - 3.55% | BROADCOM INC (AVGO) - 2.77% |
| #7 | NATERA INC (NTRA) - 2.67% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 2.61% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | BIOGEN INC (BIIB) - 2.61% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | ILLUMINA INC (ILMN) - 2.26% | TESLA INC (TSLA) - 1.76% |
| #11 | UNITED THERAPEUTICS CORP (UTHR) - 2.14% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | INSMED INC (INSM) - 2.09% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | BEONE MEDICINES LTD ADR (ONC) - 1.84% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | INCYTE CORP (INCY) - 1.74% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | MODERNA INC (MRNA) - 1.54% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.46% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.32% | VISA INC CLASS A (V) - 0.87% |
| #18 | EXELIXIS INC (EXEL) - 1.17% | INTEL CORP (INTC) - 0.85% |
| #19 | GENMAB AS ADR (GMAB) - 1.13% | WALMART INC (WMT) - 0.82% |
| #20 | IONIS PHARMACEUTICALS INC (IONS) - 1.13% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | BRIDGEBIO PHARMA INC (BBIO) - 1.01% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | BIOMARIN PHARMACEUTICAL INC (BMRN) - 0.97% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | MEDPACE HOLDINGS INC (MEDP) - 0.95% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.93% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | ASCENDIS PHARMA AS (ASND) - 0.93% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 254 | 505 |
IBB vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBB
+5.52%
SPY
-1.37%
3M
IBB
+9.48%
Winner
SPY
+12.22%
6M
IBB
+3.57%
Winner
SPY
+7.20%
1Y
Winner
IBB
+42.90%
SPY
+23.58%
5Y(CAGR)
IBB
+2.37%
Winner
SPY
+13.19%
10Y(CAGR)
IBB
+7.72%
Winner
SPY
+15.12%
Max(CAGR)
IBB
+7.04%
Winner
SPY
+8.44%
IBB vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IBB | SPY |
|---|---|---|
| 2026 | +5.47% | +7.95% |
| 2025 | +27.31% | +18.00% |
| 2024 | -3.98% | +25.59% |
| 2023 | +4.76% | +26.72% |
| 2022 | -13.55% | -18.64% |
| 2021 | +1.62% | +30.52% |
| 2020 | +26.66% | +17.28% |
| 2019 | +24.04% | +31.09% |
| 2018 | -11.66% | -5.24% |
| 2017 | +19.37% | +20.78% |
| 2016 | -18.35% | +13.59% |
| 2015 | +10.53% | +1.31% |
| 2014 | +34.27% | +14.56% |
| 2013 | +60.53% | +29.00% |
| 2012 | +32.17% | +14.17% |
| 2011 | +10.72% | +0.85% |
| 2010 | +14.46% | +13.14% |
| 2009 | +13.54% | +22.67% |
| 2008 | -11.42% | -36.25% |
| 2007 | +4.91% | +5.32% |
| 2006 | -0.82% | +13.85% |
| 2005 | +3.75% | +5.32% |
| 2004 | +3.40% | +10.75% |
| 2003 | +41.11% | +24.18% |
| 2002 | -44.49% | -22.42% |
| 2001 | -12.03% | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
IBB vs SPY Drawdown Comparison
The maximum drawdown for IBB was -62.85%, occurring on Jul 10, 2002. Recovery took 2487 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SPY drawdown is -3.18%.
| Rank | IBB | SPY |
|---|---|---|
| #1 | -62.85% Jun 5, 2001 - Apr 26, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -39.82% Aug 9, 2021 - Jan 7, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -39.08% Jul 20, 2015 - May 11, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -34.69% Feb 12, 2001 - May 22, 2001 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -22.65% Jul 8, 2011 - Jan 10, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -21.18% Feb 25, 2014 - Aug 25, 2014 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.26% Feb 8, 2021 - Aug 5, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -12.98% Jul 20, 2020 - Dec 3, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.75% Oct 5, 2012 - Feb 1, 2013 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.81% May 14, 2013 - Jul 11, 2013 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.63% Jan 22, 2026 - Jun 23, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.25% Apr 23, 2015 - Jun 11, 2015 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.02% Oct 1, 2013 - Nov 21, 2013 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.60% Sep 24, 2014 - Oct 23, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.55% Mar 20, 2015 - Apr 23, 2015 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IBB and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (1999 - 2026)
IBB vs SPY dividend yield comparison.
| Year | IBB | SPY |
|---|---|---|
| 2026 | 0.08% | 0.50% |
| 2025 | 0.23% | 1.07% |
| 2024 | 0.29% | 1.21% |
| 2023 | 0.26% | 1.40% |
| 2022 | 0.31% | 1.65% |
| 2021 | 0.21% | 1.20% |
| 2020 | 0.21% | 1.52% |
| 2019 | 0.33% | 1.75% |
| 2018 | 0.20% | 2.04% |
| 2017 | 0.67% | 1.80% |
| 2016 | 0.56% | 2.03% |
| 2015 | 0.08% | 2.06% |
| 2014 | 0.44% | 1.87% |
| 2013 | 0.10% | 1.81% |
| 2012 | 1.44% | 2.18% |
| 2011 | 0.04% | 2.05% |
| 2010 | 1.64% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.75% | 3.02% |
| 2007 | 0.33% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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