IGM vs XBI
Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI, ETF).
IGM is from the Technology sector, while XBI is from the Healthcare sector.
5-Year PerformanceIGM has outperformed XBI, delivering a return of +18.5% compared to +4.0%
IGM vs XBI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGM
$11B
XBI
$11B
Expense Ratio
IGM
0.39%
Winner
XBI
0.35%
Max Drawdown
IGM
65.59%
Winner
XBI
63.90%
Sharpe Ratio
IGM
1.31
Winner
XBI
2.15
5Y Beta
IGM
1.43
Winner
XBI
0.97
P/E Ratio
IGM
37.46
Winner
XBI
-8.50
Forward P/E
IGM
20.56
XBI
N/A
5Y Dividends CAGR
IGM
9.25%
Winner
XBI
12.45%
5Y EPS CAGR
Winner
IGM
34.42%
XBI
5.10%
Debt to Equity
Winner
IGM
27.44%
XBI
29.23%
P/S Ratio
Winner
IGM
7.52
XBI
9.58
P/B Ratio
IGM
8.92
Winner
XBI
5.20
IGM vs XBI - Holdings Comparison
IGM and XBI have 1 common holdings. Overlap is 0.00%
IGM's top 25 holdings weight is 72.95%. XBI's top 25 holdings weight is 30.05%.
| Rank | IGM | XBI |
|---|---|---|
| #1 | APPLE INC (AAPL) - 8.88% | APOGEE THERAPEUTICS INC (APGE) - 1.45% |
| #2 | NVIDIA CORP (NVDA) - 8.41% | MODERNA INC (MRNA) - 1.44% |
| #3 | BROADCOM INC (AVGO) - 8.10% | KYMERA THERAPEUTICS INC ORDINARY SHARES (KYMR) - 1.31% |
| #4 | MICROSOFT CORP (MSFT) - 7.97% | VIKING THERAPEUTICS INC (VKTX) - 1.30% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.66% | ERASCA INC (ERAS) - 1.27% |
| #6 | MICRON TECHNOLOGY INC (MU) - 4.65% | n/a (PRAX) - 1.25% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.62% | MIRUM PHARMACEUTICALS INC (MIRM) - 1.23% |
| #8 | ADVANCED MICRO DEVICES INC (AMD) - 3.81% | RHYTHM PHARMACEUTICALS INC (RYTM) - 1.20% |
| #9 | ALPHABET INC CLASS C (GOOG) - 3.72% | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.19% |
| #10 | INTEL CORP (INTC) - 2.35% | TWIST BIOSCIENCE CORP (TWST) - 1.19% |
| #11 | APPLIED MATERIALS INC (AMAT) - 2.04% | ORUKA THERAPEUTICS INC (ORKA) - 1.19% |
| #12 | CISCO SYSTEMS INC (CSCO) - 2.03% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.18% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.88% | VAXCYTE INC ORDINARY SHARES (PCVX) - 1.16% |
| #14 | NETFLIX INC (NFLX) - 1.44% | DIANTHUS THERAPEUTICS INC (DNTH) - 1.16% |
| #15 | n/a (PLTR) - 1.37% | COGENT BIOSCIENCES INC (COGT) - 1.15% |
| #16 | KLA CORP (KLAC) - 1.30% | ULTRAGENYX PHARMACEUTICAL INC (RARE) - 1.15% |
| #17 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.28% | CYTOKINETICS INC (CYTK) - 1.14% |
| #18 | TEXAS INSTRUMENTS INC (TXN) - 1.24% | CG ONCOLOGY INC (CGON) - 1.14% |
| #19 | PALO ALTO NETWORKS INC (PANW) - 1.17% | SPYRE THERAPEUTICS INC (SYRE) - 1.14% |
| #20 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.15% | NATERA INC (NTRA) - 1.14% |
| #21 | n/a (CLS) - 0.19% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.14% |
| #22 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.19% | SCHOLAR ROCK HOLDING CORP (SRRK) - 1.14% |
| #23 | ON SEMICONDUCTOR CORP (ON) - 0.17% | INSMED INC (INSM) - 1.14% |
| #24 | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 0.17% | BEAM THERAPEUTICS INC (BEAM) - 1.13% |
| #25 | ROPER TECHNOLOGIES INC (ROP) - 0.16% | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 1.12% |
| Total Holdings | 260 | 159 |
IGM vs XBI - Historical Returns
Returns include dividend reinvestment.
1M
IGM
-3.54%
Winner
XBI
+12.42%
3M
Winner
IGM
+13.76%
XBI
+12.32%
6M
IGM
+19.09%
Winner
XBI
+22.52%
1Y
IGM
+37.01%
Winner
XBI
+73.85%
5Y(CAGR)
Winner
IGM
+18.50%
XBI
+3.96%
10Y(CAGR)
Winner
IGM
+23.85%
XBI
+10.44%
Max(CAGR)
Winner
IGM
+12.46%
XBI
+11.81%
IGM vs XBI - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGM | XBI |
|---|---|---|
| 2026 | +20.16% | +25.20% |
| 2025 | +26.55% | +33.70% |
| 2024 | +40.71% | -0.05% |
| 2023 | +60.79% | +9.54% |
| 2022 | -36.30% | -28.10% |
| 2021 | +27.74% | -20.55% |
| 2020 | +42.37% | +49.01% |
| 2019 | +40.83% | +30.54% |
| 2018 | +0.88% | -17.55% |
| 2017 | +36.21% | +42.81% |
| 2016 | +15.44% | -12.49% |
| 2015 | +9.72% | +12.40% |
| 2014 | +15.91% | +44.27% |
| 2013 | +30.12% | +42.97% |
| 2012 | +12.93% | +32.95% |
| 2011 | -2.46% | +3.91% |
| 2010 | +10.41% | +15.74% |
| 2009 | +56.01% | -0.82% |
| 2008 | -42.38% | -8.58% |
| 2007 | +15.95% | +30.24% |
| 2006 | +6.51% | -6.48% |
| 2005 | +2.73% | N/A |
| 2004 | +2.37% | N/A |
| 2003 | +46.02% | N/A |
| 2002 | -41.77% | N/A |
| 2001 | -4.99% | N/A |
IGM vs XBI Drawdown Comparison
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The maximum drawdown for XBI was -63.89%, occurring on May 11, 2022. This drawdown has not yet recovered.
The current IGM drawdown is -9.12%. The current XBI drawdown is -12.07%.
| Rank | IGM | XBI |
|---|---|---|
| #1 | -65.59% May 22, 2001 - Feb 7, 2011 | -63.89% Feb 8, 2021 - May 11, 2022 |
| #2 | -40.68% Nov 19, 2021 - Dec 19, 2023 | -49.25% Jul 17, 2015 - Jan 12, 2018 |
| #3 | -30.18% Feb 19, 2020 - Jun 5, 2020 | -37.67% Aug 14, 2008 - Apr 14, 2011 |
| #4 | -26.38% Feb 18, 2025 - Jun 24, 2025 | -35.26% Jun 20, 2018 - May 11, 2020 |
| #5 | -24.18% Aug 29, 2018 - Mar 21, 2019 | -29.06% Feb 27, 2014 - Oct 28, 2014 |
| #6 | -20.11% Feb 17, 2011 - Feb 3, 2012 | -26.72% Jul 22, 2011 - Jan 27, 2012 |
| #7 | -18.93% Mar 23, 2001 - Apr 18, 2001 | -22.71% Dec 6, 2007 - Jul 15, 2008 |
| #8 | -17.31% Dec 4, 2015 - Jul 12, 2016 | -21.93% Feb 27, 2006 - Aug 8, 2007 |
| #9 | -16.44% Oct 29, 2025 - Apr 16, 2026 | -15.10% Sep 21, 2012 - Jan 14, 2013 |
| #10 | -14.79% Jul 10, 2024 - Oct 14, 2024 | -14.51% Jan 29, 2018 - Jun 5, 2018 |
| #11 | -13.30% Apr 2, 2012 - Sep 14, 2012 | -13.70% Jul 20, 2020 - Oct 12, 2020 |
| #12 | -12.78% Sep 2, 2020 - Dec 1, 2020 | -13.36% Oct 2, 2013 - Jan 7, 2014 |
| #13 | -12.72% Jul 20, 2015 - Oct 23, 2015 | -13.21% Mar 19, 2015 - May 29, 2015 |
| #14 | -11.46% Apr 29, 2019 - Jul 3, 2019 | -11.51% Jan 21, 2014 - Feb 20, 2014 |
| #15 | -11.13% Sep 14, 2012 - Feb 1, 2013 | -10.38% May 30, 2013 - Jul 10, 2013 |
Correlation
Correlation between IGM and XBI is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2004 - 2026)
IGM vs XBI dividend yield comparison.
| Year | IGM | XBI |
|---|---|---|
| 2026 | 0.07% | 0.09% |
| 2025 | 0.17% | 0.37% |
| 2024 | 0.22% | 0.15% |
| 2023 | 0.33% | 0.02% |
| 2022 | 0.66% | 0.00% |
| 2021 | 0.16% | 0.04% |
| 2020 | 0.32% | 0.20% |
| 2019 | 0.50% | 0.00% |
| 2018 | 0.57% | 0.28% |
| 2017 | 0.57% | 0.24% |
| 2016 | 0.90% | 0.26% |
| 2015 | 0.79% | 0.61% |
| 2014 | 0.88% | 1.07% |
| 2013 | 0.78% | 0.17% |
| 2012 | 0.94% | 0.22% |
| 2011 | 0.60% | 0.00% |
| 2010 | 0.41% | 0.00% |
| 2009 | 0.36% | 0.28% |
| 2008 | 0.58% | 1.27% |
| 2007 | 0.19% | 0.26% |
| 2006 | 0.08% | 0.00% |
| 2005 | 0.14% | 0.00% |
| 2004 | 0.70% | 0.00% |
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