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XBI vs BLV

Comparison between SPDR(R) S&P(R) BIOTECH ETF (XBI, ETF) and VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES (BLV, ETF).

5-Year PerformanceXBI has outperformed BLV, delivering a return of +2.2% compared to -3.0%

XBI vs BLV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XBI
$8.30B
Winner
BLV
$8.50B
Expense Ratio
XBI
0.35%
BLV
N/A
Max Drawdown
XBI
63.90%
Winner
BLV
46.31%
Sharpe Ratio
Winner
XBI
2.15
BLV
0.25
5Y Beta
XBI
0.97
Winner
BLV
0.12
P/E Ratio
XBI
-10.99
BLV
N/A
Forward P/E
XBI
11.62
BLV
N/A
5Y Dividends CAGR
Winner
XBI
9.74%
BLV
-10.92%
5Y EPS CAGR
XBI
5.78%
BLV
N/A
Debt to Equity
XBI
37.46%
BLV
N/A
P/S Ratio
XBI
8.25
BLV
N/A
P/B Ratio
XBI
4.89
BLV
N/A

XBI vs BLV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XBI
+2.88%
BLV
-1.24%
3M
Winner
XBI
+10.57%
BLV
-3.21%
6M
Winner
XBI
+21.78%
BLV
-1.33%
1Y
Winner
XBI
+75.81%
BLV
+5.85%
5Y(CAGR)
Winner
XBI
+2.20%
BLV
-3.02%
10Y(CAGR)
Winner
XBI
+10.57%
BLV
+0.94%
Max(CAGR)
Winner
XBI
+11.29%
BLV
+4.18%

XBI vs BLV - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearXBIBLV
2026+11.79%-0.47%
2025+33.70%+6.29%
2024-0.05%-3.04%
2023+9.54%+6.00%
2022-28.10%-25.67%
2021-20.55%-2.55%
2020+49.01%+15.55%
2019+30.54%+18.60%
2018-17.55%-3.25%
2017+42.81%+10.31%
2016-12.49%+6.50%
2015+12.40%-4.71%
2014+44.27%+19.86%
2013+42.97%-8.08%
2012+32.95%+8.52%
2011+3.91%+22.81%
2010+15.74%+9.46%
2009-0.82%+2.41%
2008-8.58%+9.20%
2007+30.24%+6.27%
2006-6.48%N/A

XBI vs BLV 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 BLV was -38.28%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current XBI drawdown is -21.49%. The current BLV drawdown is -24.86%.

RankXBIBLV
#1-63.89%
Feb 8, 2021 - May 11, 2022
-38.28%
Aug 6, 2020 - Oct 19, 2023
#2-49.25%
Jul 17, 2015 - Jan 12, 2018
-20.04%
Mar 9, 2020 - Jul 7, 2020
#3-37.67%
Aug 14, 2008 - Apr 14, 2011
-14.49%
May 2, 2013 - Jul 21, 2014
#4-35.26%
Jun 20, 2018 - May 11, 2020
-12.71%
Sep 15, 2008 - Dec 11, 2008
#5-29.06%
Feb 27, 2014 - Oct 28, 2014
-12.37%
Jan 30, 2015 - Jun 3, 2016
#6-26.72%
Jul 22, 2011 - Jan 27, 2012
-12.13%
Jul 8, 2016 - Mar 22, 2019
#7-22.71%
Dec 6, 2007 - Jul 15, 2008
-11.20%
Dec 30, 2008 - Sep 2, 2009
#8-21.93%
Feb 27, 2006 - Aug 8, 2007
-10.32%
Aug 26, 2010 - Jul 29, 2011
#9-15.10%
Sep 21, 2012 - Jan 14, 2013
-5.97%
Aug 28, 2019 - Jan 27, 2020
#10-14.51%
Jan 29, 2018 - Jun 5, 2018
-5.84%
Jul 25, 2012 - May 1, 2013
#11-13.70%
Jul 20, 2020 - Oct 12, 2020
-5.61%
May 7, 2007 - Aug 31, 2007
#12-13.36%
Oct 2, 2013 - Jan 7, 2014
-5.31%
Sep 22, 2011 - Dec 19, 2011
#13-13.21%
Mar 19, 2015 - May 29, 2015
-5.13%
Jan 31, 2012 - May 4, 2012
#14-11.51%
Jan 21, 2014 - Feb 20, 2014
-5.13%
Oct 1, 2009 - Apr 27, 2010
#15-10.38%
May 30, 2013 - Jul 10, 2013
-4.93%
Mar 20, 2008 - Sep 10, 2008

Correlation

Correlation between XBI and BLV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2007 - 2026)

XBI vs BLV dividend yield comparison.

YearXBIBLV
20260.00%1.60%
20250.37%4.67%
20240.15%5.09%
20230.02%4.06%
20220.00%4.17%
20210.04%3.37%
20200.20%6.12%
20190.00%3.57%
20180.28%4.07%
20170.24%3.63%
20160.26%4.16%
20150.61%4.37%
20141.07%3.88%
20130.17%4.85%
20120.22%5.66%
20110.00%5.11%
20100.00%5.85%
20090.28%5.26%
20081.27%4.99%
20070.26%3.57%

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