XBI vs BBUS
Comparison between STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI, ETF) and JPMORGAN BETABUILDERS U.S. EQUITY ETF (BBUS, ETF).
5-Year PerformanceBBUS has outperformed XBI, delivering a return of +12.7% compared to +2.0%
XBI vs BBUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XBI
$8.40B
BBUS
$8.40B
Expense Ratio
XBI
0.35%
Winner
BBUS
0.02%
Max Drawdown
XBI
63.90%
Winner
BBUS
35.35%
Sharpe Ratio
Winner
XBI
2.20
BBUS
1.50
5Y Beta
Winner
XBI
0.97
BBUS
0.98
P/E Ratio
Winner
XBI
-10.47
BBUS
27.92
Forward P/E
Winner
XBI
11.98
BBUS
20.99
PEG Ratio
XBI
N/A
BBUS
0.39
5Y Dividends CAGR
Winner
XBI
12.45%
BBUS
6.79%
5Y EPS CAGR
XBI
4.33%
Winner
BBUS
28.20%
Debt to Equity
Winner
XBI
28.73%
BBUS
40.91%
P/S Ratio
XBI
8.61
Winner
BBUS
3.52
P/B Ratio
Winner
XBI
5.00
BBUS
5.35
XBI vs BBUS - Holdings Comparison
XBI and BBUS have 8 common holdings. Overlap is 0.67%
XBI's top 25 holdings weight is 35.93%. BBUS's top 25 holdings weight is 48.77%.
| Rank | XBI | BBUS |
|---|---|---|
| #1 | TWIST BIOSCIENCE CORP (TWST) - 2.07% | NVIDIA CORP (NVDA) - 7.49% |
| #2 | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 2.06% | APPLE INC (AAPL) - 6.78% |
| #3 | TG THERAPEUTICS INC (TGTX) - 2.05% | MICROSOFT CORP (MSFT) - 4.40% |
| #4 | ALKERMES PLC (ALKS) - 1.81% | AMAZON.COM INC (AMZN) - 3.64% |
| #5 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.79% | ALPHABET INC CLASS A (GOOGL) - 3.31% |
| #6 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 1.50% | ALPHABET INC CLASS C (GOOG) - 2.86% |
| #7 | KRYSTAL BIOTECH INC (KRYS) - 1.45% | BROADCOM INC (AVGO) - 2.86% |
| #8 | EXELIXIS INC (EXEL) - 1.42% | META PLATFORMS INC CLASS A (META) - 1.94% |
| #9 | NUVALENT INC CLASS A (NUVL) - 1.41% | MICRON TECHNOLOGY INC (MU) - 1.83% |
| #10 | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.38% | TESLA INC (TSLA) - 1.75% |
| #11 | BEAM THERAPEUTICS INC (BEAM) - 1.36% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | CYTOKINETICS INC (CYTK) - 1.35% | JPMORGAN CHASE & CO (JPM) - 1.40% |
| #13 | VERACYTE INC (VCYT) - 1.34% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | MADRIGAL PHARMACEUTICALS INC (MDGL) - 1.32% | ADVANCED MICRO DEVICES INC (AMD) - 1.30% |
| #15 | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.31% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | APOGEE THERAPEUTICS INC (APGE) - 1.30% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | NATERA INC (NTRA) - 1.28% | VISA INC CLASS A (V) - 0.87% |
| #18 | PTC THERAPEUTICS INC (PTCT) - 1.27% | INTEL CORP (INTC) - 0.82% |
| #19 | MIRUM PHARMACEUTICALS INC (MIRM) - 1.26% | WALMART INC (WMT) - 0.79% |
| #20 | KYMERA THERAPEUTICS INC ORDINARY SHARES (KYMR) - 1.22% | LAM RESEARCH CORP (LRCX) - 0.73% |
| #21 | INCYTE CORP (INCY) - 1.20% | AMERICAN EXPRESS CO (AXP) - 0.29% |
| #22 | SPYRE THERAPEUTICS INC (SYRE) - 1.20% | THE WALT DISNEY CO (DIS) - 0.28% |
| #23 | SCHOLAR ROCK HOLDING CORP (SRRK) - 1.20% | TJX COMPANIES INC (TJX) - 0.28% |
| #24 | n/a (ARQT) - 1.19% | NEXTERA ENERGY INC (NEE) - 0.28% |
| #25 | CRISPR THERAPEUTICS AG (CRSP) - 1.19% | BOEING CO (BA) - 0.28% |
| Total Holdings | 152 | 455 |
XBI vs BBUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XBI
+11.78%
BBUS
-1.28%
3M
Winner
XBI
+20.93%
BBUS
+12.29%
6M
Winner
XBI
+17.84%
BBUS
+6.90%
1Y
Winner
XBI
+79.51%
BBUS
+23.10%
5Y(CAGR)
XBI
+1.95%
Winner
BBUS
+12.70%
10Y(CAGR)
XBI
+10.59%
BBUS
N/A
Max(CAGR)
XBI
+12.07%
Winner
BBUS
+15.77%
XBI vs BBUS - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XBI | BBUS |
|---|---|---|
| 2026 | +21.11% | +7.65% |
| 2025 | +33.70% | +17.98% |
| 2024 | -0.05% | +25.63% |
| 2023 | +9.54% | +27.68% |
| 2022 | -28.10% | -19.87% |
| 2021 | -20.55% | +28.82% |
| 2020 | +49.01% | +19.58% |
| 2019 | +30.54% | +16.54% |
| 2018 | -17.55% | N/A |
| 2017 | +42.81% | N/A |
| 2016 | -12.49% | N/A |
| 2015 | +13.03% | N/A |
| 2014 | +47.85% | N/A |
| 2013 | +43.52% | N/A |
| 2012 | +33.54% | N/A |
| 2011 | +3.91% | N/A |
| 2010 | +15.74% | N/A |
| 2009 | -0.18% | N/A |
| 2008 | -6.46% | N/A |
| 2007 | +30.99% | N/A |
| 2006 | -6.48% | N/A |
XBI vs BBUS Drawdown Comparison
The maximum drawdown for XBI was -63.89%, occurring on May 11, 2022. This drawdown has not yet recovered.
The maximum drawdown for BBUS was -35.35%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The current XBI drawdown is -14.95%. The current BBUS drawdown is -3.22%.
| Rank | XBI | BBUS |
|---|---|---|
| #1 | -63.89% Feb 8, 2021 - May 11, 2022 | -35.35% Jan 16, 2020 - Aug 24, 2020 |
| #2 | -49.25% Jul 17, 2015 - Jan 12, 2018 | -25.46% Dec 29, 2021 - Dec 13, 2023 |
| #3 | -37.65% Aug 14, 2008 - Apr 14, 2011 | -19.01% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -35.26% Jun 20, 2018 - May 11, 2020 | -9.57% Sep 2, 2020 - Nov 13, 2020 |
| #5 | -28.75% Feb 27, 2014 - Oct 24, 2014 | -9.21% Jan 12, 2026 - Apr 15, 2026 |
| #6 | -26.72% Jul 22, 2011 - Jan 27, 2012 | -8.54% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -22.66% Dec 6, 2007 - Jul 8, 2008 | -6.68% May 3, 2019 - Jun 20, 2019 |
| #8 | -21.93% Feb 27, 2006 - Aug 8, 2007 | -5.94% Jul 26, 2019 - Oct 25, 2019 |
| #9 | -15.10% Sep 21, 2012 - Jan 14, 2013 | -5.31% Mar 28, 2024 - May 14, 2024 |
| #10 | -14.51% Jan 29, 2018 - Jun 5, 2018 | -5.28% Sep 3, 2021 - Oct 20, 2021 |
| #11 | -13.70% Jul 20, 2020 - Oct 12, 2020 | -5.18% Oct 29, 2025 - Dec 11, 2025 |
| #12 | -13.36% Oct 2, 2013 - Jan 7, 2014 | -4.72% Feb 12, 2021 - Mar 15, 2021 |
| #13 | -13.03% Mar 19, 2015 - May 29, 2015 | -4.60% Jun 2, 2026 - Jun 10, 2026 |
| #14 | -11.51% Jan 21, 2014 - Feb 20, 2014 | -4.45% Nov 18, 2021 - Dec 23, 2021 |
| #15 | -10.35% May 30, 2013 - Jul 10, 2013 | -4.31% Dec 6, 2024 - Jan 23, 2025 |
Correlation
Correlation between XBI and BBUS is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
0.28
-101
Dividend Comparison (2007 - 2026)
XBI vs BBUS dividend yield comparison.
| Year | XBI | BBUS |
|---|---|---|
| 2026 | 0.09% | 0.48% |
| 2025 | 0.37% | 1.07% |
| 2024 | 0.15% | 1.21% |
| 2023 | 0.02% | 1.38% |
| 2022 | 0.00% | 1.57% |
| 2021 | 0.04% | 1.11% |
| 2020 | 0.20% | 1.43% |
| 2019 | 0.00% | 1.37% |
| 2018 | 0.28% | 0.00% |
| 2017 | 0.24% | 0.00% |
| 2016 | 0.26% | 0.00% |
| 2015 | 1.26% | 0.00% |
| 2014 | 3.22% | 0.00% |
| 2013 | 0.51% | 0.00% |
| 2012 | 0.67% | 0.00% |
| 2009 | 0.85% | 0.00% |
| 2008 | 3.80% | 0.00% |
| 2007 | 0.79% | 0.00% |
Select Stocks to Compare
Popular: XBI vs SPYBBUS vs SPY
More Comparisons
Compare with similar stocks