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 PerformanceXBI has outperformed IBB, delivering a return of +3.6% compared to +3.1%
XBI vs IBB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XBI
$11B
IBB
$9.10B
Expense Ratio
Winner
XBI
0.35%
IBB
0.44%
Max Drawdown
XBI
63.90%
Winner
IBB
62.85%
Sharpe Ratio
Winner
XBI
2.20
IBB
1.78
5Y Beta
XBI
0.96
Winner
IBB
0.78
P/E Ratio
XBI
-8.67
Winner
IBB
-159.63
Forward P/E
XBI
N/A
IBB
18.91
5Y Dividends CAGR
Winner
XBI
12.45%
IBB
0.10%
5Y EPS CAGR
XBI
5.09%
Winner
IBB
16.11%
Debt to Equity
Winner
XBI
28.92%
IBB
75.79%
P/S Ratio
XBI
9.63
Winner
IBB
6.91
P/B Ratio
Winner
XBI
5.25
IBB
5.48
XBI vs IBB - Holdings Comparison
XBI and IBB have 123 common holdings. Overlap is 40.68%
XBI's top 25 holdings weight is 31.55%. IBB's top 25 holdings weight is 64.73%.
| Rank | XBI | IBB |
|---|---|---|
| #1 | APOGEE THERAPEUTICS INC (APGE) - 1.55% | VERTEX PHARMACEUTICALS INC (VRTX) - 8.10% |
| #2 | ERASCA INC (ERAS) - 1.52% | AMGEN INC (AMGN) - 7.81% |
| #3 | MODERNA INC (MRNA) - 1.42% | GILEAD SCIENCES INC (GILD) - 6.82% |
| #4 | KYMERA THERAPEUTICS INC ORDINARY SHARES (KYMR) - 1.39% | REGENERON PHARMACEUTICALS INC (REGN) - 4.92% |
| #5 | TWIST BIOSCIENCE CORP (TWST) - 1.31% | ARGENX SE ADR (ARGX) - 3.68% |
| #6 | VIKING THERAPEUTICS INC (VKTX) - 1.30% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.13% |
| #7 | SPYRE THERAPEUTICS INC (SYRE) - 1.30% | NATERA INC (NTRA) - 2.94% |
| #8 | ORUKA THERAPEUTICS INC (ORKA) - 1.29% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 2.78% |
| #9 | CG ONCOLOGY INC (CGON) - 1.27% | BIOGEN INC (BIIB) - 2.39% |
| #10 | n/a (PRAX) - 1.26% | ILLUMINA INC (ILMN) - 2.16% |
| #11 | DIANTHUS THERAPEUTICS INC (DNTH) - 1.25% | MODERNA INC (MRNA) - 2.05% |
| #12 | MIRUM PHARMACEUTICALS INC (MIRM) - 1.23% | BEONE MEDICINES LTD ADR (ONC) - 1.81% |
| #13 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.22% | INSMED INC (INSM) - 1.79% |
| #14 | NATERA INC (NTRA) - 1.22% | INCYTE CORP (INCY) - 1.76% |
| #15 | RHYTHM PHARMACEUTICALS INC (RYTM) - 1.22% | UNITED THERAPEUTICS CORP (UTHR) - 1.75% |
| #16 | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.22% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.41% |
| #17 | COGENT BIOSCIENCES INC (COGT) - 1.20% | ASCENDIS PHARMA AS (ASND) - 1.29% |
| #18 | VAXCYTE INC ORDINARY SHARES (PCVX) - 1.19% | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.29% |
| #19 | RELAY THERAPEUTICS INC ORDINARY SHARES (RLAY) - 1.18% | GENMAB AS ADR (GMAB) - 1.13% |
| #20 | CYTOKINETICS INC (CYTK) - 1.18% | EXELIXIS INC (EXEL) - 1.03% |
| #21 | BRIDGEBIO PHARMA INC (BBIO) - 1.17% | IONIS PHARMACEUTICALS INC (IONS) - 1.00% |
| #22 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.17% | MEDPACE HOLDINGS INC (MEDP) - 0.98% |
| #23 | SCHOLAR ROCK HOLDING CORP (SRRK) - 1.17% | BRIDGEBIO PHARMA INC (BBIO) - 0.98% |
| #24 | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 1.16% | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.87% |
| #25 | TG THERAPEUTICS INC (TGTX) - 1.16% | BIOMARIN PHARMACEUTICAL INC (BMRN) - 0.86% |
| Total Holdings | 157 | 252 |
XBI vs IBB - Historical Returns
Returns include dividend reinvestment.
1M
XBI
+5.92%
Winner
IBB
+6.95%
3M
Winner
XBI
+13.39%
IBB
+8.82%
6M
Winner
XBI
+20.65%
IBB
+8.17%
1Y
Winner
XBI
+80.72%
IBB
+46.98%
5Y(CAGR)
Winner
XBI
+3.60%
IBB
+3.08%
10Y(CAGR)
Winner
XBI
+10.28%
IBB
+7.60%
Max(CAGR)
Winner
XBI
+11.89%
IBB
+7.11%
XBI vs IBB - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | XBI | IBB |
|---|---|---|
| 2026 | +27.26% | +12.11% |
| 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 -10.63%. The current IBB drawdown is -4.50%.
| 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 - Jun 23, 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 | 0.09% | 0.08% |
| 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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