XBI vs IBB
Comparison between STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI, ETF) and ISHARES BIOTECHNOLOGY ETF (IBB, ETF).
Both XBI and IBB are from the Healthcare sector.
5-Year PerformanceIBB has outperformed XBI, delivering a return of +2.2% compared to +0.4%
XBI vs IBB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XBI
$8.30B
IBB
$7.90B
Expense Ratio
Winner
XBI
0.35%
IBB
0.44%
Max Drawdown
XBI
63.90%
Winner
IBB
62.85%
Sharpe Ratio
Winner
XBI
1.73
IBB
1.42
5Y Beta
XBI
0.98
Winner
IBB
0.80
P/E Ratio
XBI
-10.34
Winner
IBB
-133.89
Forward P/E
Winner
XBI
11.25
IBB
17.49
5Y Dividends CAGR
XBI
9.74%
Winner
IBB
10.38%
5Y EPS CAGR
XBI
4.96%
Winner
IBB
16.38%
Debt to Equity
Winner
XBI
26.44%
IBB
72.86%
P/S Ratio
XBI
8.30
Winner
IBB
6.89
P/B Ratio
Winner
XBI
4.84
IBB
4.97
XBI vs IBB - Holdings Comparison
XBI and IBB have 121 common holdings. Overlap is 42.11%
XBI's top 25 holdings weight is 34.25%. IBB's top 25 holdings weight is 66.24%.
| Rank | XBI | IBB |
|---|---|---|
| #1 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.79% | GILEAD SCIENCES INC (GILD) - 7.60% |
| #2 | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 1.73% | AMGEN INC (AMGN) - 7.37% |
| #3 | TG THERAPEUTICS INC (TGTX) - 1.63% | VERTEX PHARMACEUTICALS INC (VRTX) - 7.37% |
| #4 | TWIST BIOSCIENCE CORP (TWST) - 1.60% | REGENERON PHARMACEUTICALS INC (REGN) - 6.07% |
| #5 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 1.56% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.65% |
| #6 | ALKERMES PLC (ALKS) - 1.55% | ARGENX SE ADR (ARGX) - 3.45% |
| #7 | MADRIGAL PHARMACEUTICALS INC (MDGL) - 1.40% | BIOGEN INC (BIIB) - 2.65% |
| #8 | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.39% | NATERA INC (NTRA) - 2.50% |
| #9 | CYTOKINETICS INC (CYTK) - 1.38% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 2.44% |
| #10 | EXELIXIS INC (EXEL) - 1.38% | UNITED THERAPEUTICS CORP (UTHR) - 2.25% |
| #11 | SCHOLAR ROCK HOLDING CORP (SRRK) - 1.38% | INSMED INC (INSM) - 2.11% |
| #12 | KRYSTAL BIOTECH INC (KRYS) - 1.37% | BEONE MEDICINES LTD ADR (ONC) - 2.06% |
| #13 | n/a (PRAX) - 1.36% | ILLUMINA INC (ILMN) - 2.00% |
| #14 | CELCUITY INC (CELC) - 1.34% | INCYTE CORP (INCY) - 1.79% |
| #15 | BEAM THERAPEUTICS INC (BEAM) - 1.32% | MODERNA INC (MRNA) - 1.58% |
| #16 | APOGEE THERAPEUTICS INC (APGE) - 1.28% | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.43% |
| #17 | MIRUM PHARMACEUTICALS INC (MIRM) - 1.24% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.37% |
| #18 | UNITED THERAPEUTICS CORP (UTHR) - 1.22% | GENMAB AS ADR (GMAB) - 1.20% |
| #19 | NUVALENT INC CLASS A (NUVL) - 1.21% | EXELIXIS INC (EXEL) - 1.18% |
| #20 | CRISPR THERAPEUTICS AG (CRSP) - 1.19% | IONIS PHARMACEUTICALS INC (IONS) - 1.14% |
| #21 | PTC THERAPEUTICS INC (PTCT) - 1.19% | BRIDGEBIO PHARMA INC (BBIO) - 1.07% |
| #22 | HALOZYME THERAPEUTICS INC (HALO) - 1.19% | ASCENDIS PHARMA AS (ASND) - 1.05% |
| #23 | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.19% | MADRIGAL PHARMACEUTICALS INC (MDGL) - 1.01% |
| #24 | IMMUNOVANT INC (IMVT) - 1.18% | BIOMARIN PHARMACEUTICAL INC (BMRN) - 0.96% |
| #25 | VERACYTE INC (VCYT) - 1.18% | AXSOME THERAPEUTICS INC (AXSM) - 0.94% |
| Total Holdings | 152 | 255 |
XBI vs IBB - Historical Returns
Returns include dividend reinvestment.
1M
XBI
-3.83%
Winner
IBB
-1.12%
3M
Winner
XBI
+3.85%
IBB
-0.06%
6M
Winner
XBI
+4.60%
IBB
-1.41%
1Y
Winner
XBI
+56.41%
IBB
+35.01%
5Y(CAGR)
XBI
+0.40%
Winner
IBB
+2.21%
10Y(CAGR)
Winner
XBI
+8.14%
IBB
+6.14%
Max(CAGR)
Winner
XBI
+10.96%
IBB
+6.65%
XBI vs IBB - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | XBI | IBB |
|---|---|---|
| 2026 | +5.88% | -0.26% |
| 2025 | +33.70% | +27.31% |
| 2024 | -0.05% | -3.98% |
| 2023 | +9.54% | +4.76% |
| 2022 | -28.10% | -13.55% |
| 2021 | -20.55% | +1.62% |
| 2020 | +49.01% | +26.66% |
| 2019 | +30.54% | +24.04% |
| 2018 | -17.55% | -11.66% |
| 2017 | +42.81% | +18.90% |
| 2016 | -12.49% | -18.66% |
| 2015 | +12.40% | +10.47% |
| 2014 | +44.27% | +33.81% |
| 2013 | +42.97% | +60.40% |
| 2012 | +32.95% | +30.91% |
| 2011 | +3.91% | +10.68% |
| 2010 | +15.74% | +13.15% |
| 2009 | -0.82% | +13.54% |
| 2008 | -8.58% | -11.83% |
| 2007 | +30.24% | +4.68% |
| 2006 | -6.48% | -0.82% |
| 2005 | N/A | +3.75% |
| 2004 | N/A | +3.40% |
| 2003 | N/A | +41.11% |
| 2002 | N/A | -44.49% |
| 2001 | N/A | -12.03% |
XBI vs IBB 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 IBB was -62.85%, occurring on Jul 10, 2002. Recovery took 2488 trading sessions.
The current XBI drawdown is -25.64%. The current IBB drawdown is -5.11%.
| Rank | XBI | IBB |
|---|---|---|
| #1 | -63.89% Feb 8, 2021 - May 11, 2022 | -62.85% Jun 5, 2001 - Apr 27, 2011 |
| #2 | -49.25% Jul 17, 2015 - Jan 12, 2018 | -39.82% Aug 9, 2021 - Jan 7, 2026 |
| #3 | -37.67% Aug 14, 2008 - Apr 14, 2011 | -39.24% Jul 20, 2015 - May 11, 2020 |
| #4 | -35.26% Jun 20, 2018 - May 11, 2020 | -34.69% Feb 12, 2001 - May 22, 2001 |
| #5 | -29.06% Feb 27, 2014 - Oct 28, 2014 | -22.65% Jul 8, 2011 - Jan 10, 2012 |
| #6 | -26.72% Jul 22, 2011 - Jan 27, 2012 | -21.18% Feb 25, 2014 - Aug 26, 2014 |
| #7 | -22.71% Dec 6, 2007 - Jul 15, 2008 | -15.26% Feb 8, 2021 - Aug 5, 2021 |
| #8 | -21.93% Feb 27, 2006 - Aug 8, 2007 | -12.98% Jul 20, 2020 - Dec 3, 2020 |
| #9 | -15.10% Sep 21, 2012 - Jan 14, 2013 | -12.75% Oct 5, 2012 - Feb 1, 2013 |
| #10 | -14.51% Jan 29, 2018 - Jun 5, 2018 | -9.81% May 14, 2013 - Jul 11, 2013 |
| #11 | -13.70% Jul 20, 2020 - Oct 12, 2020 | -9.63% Jan 22, 2026 - Mar 27, 2026 |
| #12 | -13.36% Oct 2, 2013 - Jan 7, 2014 | -9.25% Apr 23, 2015 - Jun 11, 2015 |
| #13 | -13.21% Mar 19, 2015 - May 29, 2015 | -9.02% Oct 1, 2013 - Nov 21, 2013 |
| #14 | -11.51% Jan 21, 2014 - Feb 20, 2014 | -8.60% Sep 24, 2014 - Oct 23, 2014 |
| #15 | -10.38% May 30, 2013 - Jul 10, 2013 | -7.55% Mar 20, 2015 - Apr 23, 2015 |
Correlation
Correlation between XBI and IBB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2007 - 2026)
XBI vs IBB dividend yield comparison.
| Year | XBI | IBB |
|---|---|---|
| 2026 | 0.00% | 0.07% |
| 2025 | 0.37% | 0.23% |
| 2024 | 0.15% | 0.29% |
| 2023 | 0.02% | 0.26% |
| 2022 | 0.00% | 0.31% |
| 2021 | 0.04% | 0.21% |
| 2020 | 0.20% | 0.21% |
| 2019 | 0.00% | 0.33% |
| 2018 | 0.28% | 0.20% |
| 2017 | 0.24% | 0.30% |
| 2016 | 0.26% | 0.19% |
| 2015 | 0.61% | 0.03% |
| 2014 | 1.07% | 0.15% |
| 2013 | 0.17% | 0.03% |
| 2012 | 0.22% | 0.48% |
| 2011 | 0.00% | 0.01% |
| 2010 | 0.00% | 0.55% |
| 2009 | 0.28% | 0.00% |
| 2008 | 1.27% | 0.25% |
| 2007 | 0.26% | 0.11% |
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