IBB vs XLRE
Comparison between ISHARES BIOTECHNOLOGY ETF (IBB, ETF) and STATE STREET(R) REAL ESTATE SELECT SECTOR SPDR(R) ETF (XLRE, ETF).
IBB is from the Healthcare sector, while XLRE is from the Real Estate sector.
5-Year PerformanceXLRE has outperformed IBB, delivering a return of +3.2% compared to +1.8%
IBB vs XLRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBB
$7.90B
XLRE
$7.90B
Expense Ratio
IBB
0.44%
Winner
XLRE
0.08%
Max Drawdown
IBB
62.85%
Winner
XLRE
39.28%
Sharpe Ratio
Winner
IBB
1.35
XLRE
0.60
5Y Beta
IBB
0.80
Winner
XLRE
0.48
P/E Ratio
Winner
IBB
-90.87
XLRE
37.22
Forward P/E
Winner
IBB
17.88
XLRE
35.90
PEG Ratio
IBB
N/A
XLRE
0.92
5Y Dividends CAGR
IBB
0.10%
Winner
XLRE
1.63%
5Y EPS CAGR
Winner
IBB
17.07%
XLRE
7.35%
Debt to Equity
IBB
70.89%
Winner
XLRE
10.98%
P/S Ratio
IBB
6.25
Winner
XLRE
6.17
P/B Ratio
IBB
4.77
Winner
XLRE
3.12
IBB vs XLRE - Holdings Comparison
IBB and XLRE have 1 common holdings. Overlap is 0.00%
IBB's top 25 holdings weight is 65.14%. XLRE's top 25 holdings weight is 93.21%.
| Rank | IBB | XLRE |
|---|---|---|
| #1 | VERTEX PHARMACEUTICALS INC (VRTX) - 7.38% | WELLTOWER INC (WELL) - 9.49% |
| #2 | GILEAD SCIENCES INC (GILD) - 7.36% | PROLOGIS INC (PLD) - 9.09% |
| #3 | AMGEN INC (AMGN) - 7.09% | EQUINIX INC (EQIX) - 7.33% |
| #4 | REGENERON PHARMACEUTICALS INC (REGN) - 5.66% | AMERICAN TOWER CORP (AMT) - 6.05% |
| #5 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.60% | SIMON PROPERTY GROUP INC (SPG) - 4.70% |
| #6 | ARGENX SE ADR (ARGX) - 3.55% | DIGITAL REALTY TRUST INC (DLR) - 4.54% |
| #7 | NATERA INC (NTRA) - 2.67% | PUBLIC STORAGE (PSA) - 4.37% |
| #8 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 2.61% | CROWN CASTLE INC (CCI) - 4.18% |
| #9 | BIOGEN INC (BIIB) - 2.61% | VENTAS INC (VTR) - 4.07% |
| #10 | ILLUMINA INC (ILMN) - 2.26% | IRON MOUNTAIN INC (IRM) - 4.06% |
| #11 | UNITED THERAPEUTICS CORP (UTHR) - 2.14% | REALTY INCOME CORP (O) - 4.05% |
| #12 | INSMED INC (INSM) - 2.09% | CBRE GROUP INC CLASS A (CBRE) - 3.97% |
| #13 | BEONE MEDICINES LTD ADR (ONC) - 1.84% | EXTRA SPACE STORAGE INC (EXR) - 3.23% |
| #14 | INCYTE CORP (INCY) - 1.74% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.22% |
| #15 | MODERNA INC (MRNA) - 1.54% | AVALONBAY COMMUNITIES INC (AVB) - 2.77% |
| #16 | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.46% | EQUITY RESIDENTIAL (EQR) - 2.43% |
| #17 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.32% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 2.23% |
| #18 | EXELIXIS INC (EXEL) - 1.17% | ESSEX PROPERTY TRUST INC (ESS) - 1.91% |
| #19 | GENMAB AS ADR (GMAB) - 1.13% | WEYERHAEUSER CO (WY) - 1.88% |
| #20 | IONIS PHARMACEUTICALS INC (IONS) - 1.13% | INVITATION HOMES INC (INVH) - 1.74% |
| #21 | BRIDGEBIO PHARMA INC (BBIO) - 1.01% | KIMCO REALTY CORP (KIM) - 1.71% |
| #22 | BIOMARIN PHARMACEUTICAL INC (BMRN) - 0.97% | HOST HOTELS & RESORTS INC (HST) - 1.62% |
| #23 | MEDPACE HOLDINGS INC (MEDP) - 0.95% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.61% |
| #24 | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.93% | COSTAR GROUP INC (CSGP) - 1.52% |
| #25 | ASCENDIS PHARMA AS (ASND) - 0.93% | HEALTHPEAK PROPERTIES INC (DOC) - 1.44% |
| Total Holdings | 254 | 34 |
IBB vs XLRE - Historical Returns
Returns include dividend reinvestment.
1M
IBB
+3.22%
Winner
XLRE
+4.07%
3M
IBB
+3.10%
Winner
XLRE
+6.37%
6M
IBB
+1.85%
Winner
XLRE
+11.91%
1Y
Winner
IBB
+35.01%
XLRE
+11.00%
5Y(CAGR)
IBB
+1.82%
Winner
XLRE
+3.21%
10Y(CAGR)
Winner
IBB
+7.29%
XLRE
+6.95%
Max(CAGR)
IBB
+6.73%
Winner
XLRE
+7.37%
IBB vs XLRE - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IBB | XLRE |
|---|---|---|
| 2026 | +1.96% | +12.16% |
| 2025 | +27.31% | +3.56% |
| 2024 | -3.98% | +4.11% |
| 2023 | +4.76% | +11.95% |
| 2022 | -13.55% | -25.56% |
| 2021 | +1.62% | +50.96% |
| 2020 | +26.66% | -0.96% |
| 2019 | +24.04% | +31.71% |
| 2018 | -11.66% | -1.81% |
| 2017 | +18.90% | +10.33% |
| 2016 | -18.66% | +5.18% |
| 2015 | +10.47% | +4.38% |
| 2014 | +33.81% | N/A |
| 2013 | +60.40% | N/A |
| 2012 | +30.91% | N/A |
| 2011 | +10.68% | N/A |
| 2010 | +13.15% | N/A |
| 2009 | +13.54% | N/A |
| 2008 | -11.83% | N/A |
| 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 XLRE Drawdown Comparison
The maximum drawdown for IBB was -62.85%, occurring on Jul 10, 2002. Recovery took 2488 trading sessions.
The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.
The current IBB drawdown is -3.00%. The current XLRE drawdown is -0.82%.
| Rank | IBB | XLRE |
|---|---|---|
| #1 | -62.85% Jun 5, 2001 - Apr 27, 2011 | -38.80% Feb 21, 2020 - Apr 1, 2021 |
| #2 | -39.82% Aug 9, 2021 - Jan 7, 2026 | -34.11% Dec 31, 2021 - Jun 9, 2026 |
| #3 | -39.24% Jul 20, 2015 - May 11, 2020 | -14.65% Aug 1, 2016 - Nov 7, 2017 |
| #4 | -34.69% Feb 12, 2001 - May 22, 2001 | -13.42% Dec 29, 2015 - Mar 17, 2016 |
| #5 | -22.65% Jul 8, 2011 - Jan 10, 2012 | -12.51% Dec 6, 2018 - Jan 31, 2019 |
| #6 | -21.18% Feb 25, 2014 - Aug 26, 2014 | -12.35% Nov 13, 2017 - Jul 5, 2018 |
| #7 | -15.26% Feb 8, 2021 - Aug 5, 2021 | -8.32% Aug 20, 2018 - Nov 30, 2018 |
| #8 | -12.98% Jul 20, 2020 - Dec 3, 2020 | -8.27% Sep 2, 2021 - Nov 3, 2021 |
| #9 | -12.75% Oct 5, 2012 - Feb 1, 2013 | -6.74% Oct 21, 2019 - Jan 21, 2020 |
| #10 | -9.81% May 14, 2013 - Jul 11, 2013 | -6.10% Oct 22, 2015 - Dec 29, 2015 |
| #11 | -9.63% Jan 22, 2026 - Mar 27, 2026 | -5.79% May 10, 2016 - Jun 29, 2016 |
| #12 | -9.25% Apr 23, 2015 - Jun 11, 2015 | -4.83% Jun 20, 2019 - Jul 10, 2019 |
| #13 | -9.02% Oct 1, 2013 - Nov 21, 2013 | -4.80% Nov 24, 2021 - Dec 7, 2021 |
| #14 | -8.60% Sep 24, 2014 - Oct 23, 2014 | -4.25% Apr 12, 2019 - May 24, 2019 |
| #15 | -7.55% Mar 20, 2015 - Apr 23, 2015 | -4.04% Apr 30, 2021 - May 24, 2021 |
Correlation
Correlation between IBB and XLRE is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2007 - 2026)
IBB vs XLRE dividend yield comparison.
| Year | IBB | XLRE |
|---|---|---|
| 2026 | 0.08% | 0.60% |
| 2025 | 0.23% | 3.45% |
| 2024 | 0.29% | 3.43% |
| 2023 | 0.26% | 3.31% |
| 2022 | 0.31% | 3.70% |
| 2021 | 0.21% | 2.61% |
| 2020 | 0.21% | 3.15% |
| 2019 | 0.33% | 3.06% |
| 2018 | 0.20% | 3.78% |
| 2017 | 0.30% | 3.25% |
| 2016 | 0.19% | 4.22% |
| 2015 | 0.03% | 1.09% |
| 2014 | 0.15% | 0.00% |
| 2013 | 0.03% | 0.00% |
| 2012 | 0.48% | 0.00% |
| 2011 | 0.01% | 0.00% |
| 2010 | 0.55% | 0.00% |
| 2008 | 0.25% | 0.00% |
| 2007 | 0.11% | 0.00% |
Select Stocks to Compare
Popular: IBB vs SPYXLRE vs SPY
More Comparisons
Compare with similar stocks