XBI vs IAGG
Comparison between STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI, ETF) and ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF).
5-Year PerformanceXBI has outperformed IAGG, delivering a return of +4.0% compared to +0.9%
XBI vs IAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XBI vs IAGG - Historical Returns
Returns include dividend reinvestment.
XBI vs IAGG - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XBI | IAGG |
|---|---|---|
| 2026 | +25.20% | +1.11% |
| 2025 | +33.70% | +3.18% |
| 2024 | -0.05% | +4.89% |
| 2023 | +9.54% | +7.70% |
| 2022 | -28.10% | -10.50% |
| 2021 | -20.55% | -1.82% |
| 2020 | +49.01% | +4.29% |
| 2019 | +30.54% | +7.93% |
| 2018 | -17.55% | +3.24% |
| 2017 | +42.81% | +2.38% |
| 2016 | -12.49% | +4.91% |
| 2015 | +12.40% | -0.09% |
| 2014 | +44.27% | N/A |
| 2013 | +42.97% | N/A |
| 2012 | +32.95% | N/A |
| 2011 | +3.91% | N/A |
| 2010 | +15.74% | N/A |
| 2009 | -0.82% | N/A |
| 2008 | -8.58% | N/A |
| 2007 | +30.24% | N/A |
| 2006 | -6.48% | N/A |
XBI vs IAGG 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 IAGG was -13.88%, occurring on Oct 14, 2022. Recovery took 1027 trading sessions.
The current XBI drawdown is -12.07%. The current IAGG drawdown is -0.72%.
| Rank | XBI | IAGG |
|---|---|---|
| #1 | -63.89% Feb 8, 2021 - May 11, 2022 | -13.88% Dec 31, 2020 - Feb 4, 2025 |
| #2 | -49.25% Jul 17, 2015 - Jan 12, 2018 | -5.93% Mar 9, 2020 - Jul 30, 2020 |
| #3 | -37.67% Aug 14, 2008 - Apr 14, 2011 | -3.93% Sep 7, 2016 - Oct 31, 2017 |
| #4 | -35.26% Jun 20, 2018 - May 11, 2020 | -3.70% Dec 8, 2017 - Dec 18, 2018 |
| #5 | -29.06% Feb 27, 2014 - Oct 28, 2014 | -2.32% Feb 27, 2026 - Mar 27, 2026 |
| #6 | -26.72% Jul 22, 2011 - Jan 27, 2012 | -2.07% Aug 28, 2019 - Jan 29, 2020 |
| #7 | -22.71% Dec 6, 2007 - Jul 15, 2008 | -1.67% Feb 28, 2025 - Apr 16, 2025 |
| #8 | -21.93% Feb 27, 2006 - Aug 8, 2007 | -1.04% Dec 2, 2015 - Jan 14, 2016 |
| #9 | -15.10% Sep 21, 2012 - Jan 14, 2013 | -0.94% Aug 4, 2020 - Sep 29, 2020 |
| #10 | -14.51% Jan 29, 2018 - Jun 5, 2018 | -0.85% Apr 30, 2025 - May 30, 2025 |
| #11 | -13.70% Jul 20, 2020 - Oct 12, 2020 | -0.83% Apr 5, 2016 - May 11, 2016 |
| #12 | -13.36% Oct 2, 2013 - Jan 7, 2014 | -0.80% Jun 16, 2016 - Jun 27, 2016 |
| #13 | -13.21% Mar 19, 2015 - May 29, 2015 | -0.75% Jul 3, 2019 - Jul 18, 2019 |
| #14 | -11.51% Jan 21, 2014 - Feb 20, 2014 | -0.73% Feb 5, 2025 - Feb 28, 2025 |
| #15 | -10.38% May 30, 2013 - Jul 10, 2013 | -0.71% Mar 28, 2019 - Apr 30, 2019 |
Correlation
Correlation between XBI and IAGG is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
XBI vs IAGG dividend yield comparison.
| Year | XBI | IAGG |
|---|---|---|
| 2026 | 0.09% | 1.43% |
| 2025 | 0.37% | 3.08% |
| 2024 | 0.15% | 4.28% |
| 2023 | 0.02% | 3.55% |
| 2022 | 0.00% | 2.27% |
| 2021 | 0.04% | 1.16% |
| 2020 | 0.20% | 1.95% |
| 2019 | 0.00% | 2.82% |
| 2018 | 0.28% | 3.02% |
| 2017 | 0.24% | 1.74% |
| 2016 | 0.26% | 1.56% |
| 2015 | 0.61% | 0.13% |
| 2014 | 1.07% | 0.00% |
| 2013 | 0.17% | 0.00% |
| 2012 | 0.22% | 0.00% |
| 2009 | 0.28% | 0.00% |
| 2008 | 1.27% | 0.00% |
| 2007 | 0.26% | 0.00% |
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