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 +13.3% compared to +2.8%
IBB vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBB
$8.10B
Winner
SPY
$652B
Expense Ratio
IBB
0.44%
Winner
SPY
0.09%
Max Drawdown
IBB
62.85%
Winner
SPY
56.47%
Sharpe Ratio
IBB
1.66
Winner
SPY
2.07
5Y Beta
Winner
IBB
0.80
SPY
1.00
P/E Ratio
Winner
IBB
-240.05
SPY
28.24
Forward P/E
Winner
IBB
17.67
SPY
21.85
5Y Dividends CAGR
Winner
IBB
10.38%
SPY
5.43%
5Y EPS CAGR
IBB
24.54%
Winner
SPY
25.79%
Debt to Equity
IBB
99.91%
Winner
SPY
22.35%
P/S Ratio
IBB
7.06
Winner
SPY
3.55
P/B Ratio
Winner
IBB
4.64
SPY
5.29
IBB vs SPY - Holdings Comparison
IBB and SPY have 10 common holdings. Overlap is 0.98%
IBB's top 25 holdings weight is 68.66%. SPY's top 25 holdings weight is 51.32%.
| Rank | IBB | SPY |
|---|---|---|
| #1 | GILEAD SCIENCES INC (GILD) - 9.71% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | VERTEX PHARMACEUTICALS INC (VRTX) - 9.05% | APPLE INC (AAPL) - 6.48% |
| #3 | AMGEN INC (AMGN) - 8.92% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | REGENERON PHARMACEUTICALS INC (REGN) - 6.89% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.72% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | INSMED INC (INSM) - 2.73% | BROADCOM INC (AVGO) - 3.09% |
| #7 | ARGENX SE ADR (ARGX) - 2.56% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | BIOGEN INC (BIIB) - 2.41% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | NATERA INC (NTRA) - 2.33% | TESLA INC (TSLA) - 1.73% |
| #10 | UNITED THERAPEUTICS CORP (UTHR) - 2.00% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | BEONE MEDICINES LTD ADR (ONC) - 1.88% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | MODERNA INC (MRNA) - 1.66% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | INCYTE CORP (INCY) - 1.62% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | ILLUMINA INC (ILMN) - 1.59% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.47% | WALMART INC (WMT) - 0.91% |
| #16 | GENMAB AS ADR (GMAB) - 1.17% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.13% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.10% | VISA INC CLASS A (V) - 0.85% |
| #19 | BRIDGEBIO PHARMA INC (BBIO) - 1.05% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | IONIS PHARMACEUTICALS INC (IONS) - 1.03% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | BIOMARIN PHARMACEUTICAL INC (BMRN) - 0.98% | INTEL CORP (INTC) - 0.65% |
| #22 | ASCENDIS PHARMA AS ADR (ASND) - 0.96% | NETFLIX INC (NFLX) - 0.64% |
| #23 | EXELIXIS INC (EXEL) - 0.96% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | MEDPACE HOLDINGS INC (MEDP) - 0.92% | CHEVRON CORP (CVX) - 0.58% |
| #25 | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.82% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 258 | 505 |
IBB vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IBB
-1.12%
Winner
SPY
+9.11%
3M
IBB
-2.47%
Winner
SPY
+6.59%
6M
IBB
+7.94%
Winner
SPY
+10.56%
1Y
Winner
IBB
+42.93%
SPY
+32.04%
5Y(CAGR)
IBB
+2.84%
Winner
SPY
+13.35%
10Y(CAGR)
IBB
+7.17%
Winner
SPY
+15.49%
Max(CAGR)
IBB
+6.71%
Winner
SPY
+8.50%
IBB vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IBB | SPY |
|---|---|---|
| 2026 | +0.63% | +8.27% |
| 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 | +18.90% | +20.78% |
| 2016 | -18.66% | +13.59% |
| 2015 | +10.47% | +1.31% |
| 2014 | +33.81% | +14.56% |
| 2013 | +60.40% | +29.00% |
| 2012 | +30.91% | +14.17% |
| 2011 | +10.68% | +0.85% |
| 2010 | +13.15% | +13.14% |
| 2009 | +13.54% | +22.67% |
| 2008 | -11.83% | -36.25% |
| 2007 | +4.68% | +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 2488 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IBB drawdown is -4.26%.
| Rank | IBB | SPY |
|---|---|---|
| #1 | -62.85% Jun 5, 2001 - Apr 27, 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 | -39.24% 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 26, 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 - Mar 27, 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 | 0.07% | 0.24% |
| 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 | 0.30% | 1.80% |
| 2016 | 0.19% | 2.03% |
| 2015 | 0.03% | 2.06% |
| 2014 | 0.15% | 1.87% |
| 2013 | 0.03% | 1.81% |
| 2012 | 0.48% | 2.18% |
| 2011 | 0.01% | 2.05% |
| 2010 | 0.55% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.25% | 3.02% |
| 2007 | 0.11% | 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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