XBI vs IGF
Comparison between STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI, ETF) and ISHARES GLOBAL INFRASTRUCTURE ETF (IGF, ETF).
5-Year PerformanceIGF has outperformed XBI, delivering a return of +11.1% compared to +4.0%
XBI vs IGF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XBI
$11B
Winner
IGF
$11B
Expense Ratio
Winner
XBI
0.35%
IGF
0.39%
Max Drawdown
XBI
63.90%
Winner
IGF
59.46%
Sharpe Ratio
Winner
XBI
2.15
IGF
1.28
5Y Beta
XBI
0.97
Winner
IGF
0.40
P/E Ratio
XBI
-8.50
IGF
N/A
5Y Dividends CAGR
Winner
XBI
12.45%
IGF
11.43%
5Y EPS CAGR
XBI
5.10%
IGF
N/A
Debt to Equity
XBI
29.23%
IGF
N/A
P/S Ratio
XBI
9.58
IGF
N/A
P/B Ratio
XBI
5.20
IGF
N/A
XBI vs IGF - Holdings Comparison
XBI and IGF have 1 common holdings. Overlap is 0.00%
XBI's top 25 holdings weight is 30.05%. IGF's top 25 holdings weight is 69.61%.
| Rank | XBI | IGF |
|---|---|---|
| #1 | APOGEE THERAPEUTICS INC (APGE) - 1.45% | AENA SME SA (n/a) - 5.10% |
| #2 | MODERNA INC (MRNA) - 1.44% | TRANSURBAN GROUP (n/a) - 5.03% |
| #3 | KYMERA THERAPEUTICS INC ORDINARY SHARES (KYMR) - 1.31% | NEXTERA ENERGY INC (NEE) - 4.79% |
| #4 | VIKING THERAPEUTICS INC (VKTX) - 1.30% | IBERDROLA SA (n/a) - 4.16% |
| #5 | ERASCA INC (ERAS) - 1.27% | ENBRIDGE INC (n/a) - 3.97% |
| #6 | n/a (PRAX) - 1.25% | n/a (PAC) - 3.89% |
| #7 | MIRUM PHARMACEUTICALS INC (MIRM) - 1.23% | WILLIAMS COMPANIES INC (WMB) - 3.05% |
| #8 | RHYTHM PHARMACEUTICALS INC (RYTM) - 1.20% | AUCKLAND INTERNATIONAL AIRPORT LTD (n/a) - 3.03% |
| #9 | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.19% | SOUTHERN CO (SO) - 2.82% |
| #10 | TWIST BIOSCIENCE CORP (TWST) - 1.19% | DUKE ENERGY CORP (DUK) - 2.64% |
| #11 | ORUKA THERAPEUTICS INC (ORKA) - 1.19% | GETLINK SE ACT. PROVENANT REGROUPEMENT (n/a) - 2.51% |
| #12 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.18% | ENEL SPA (n/a) - 2.38% |
| #13 | VAXCYTE INC ORDINARY SHARES (PCVX) - 1.16% | QUBE HOLDINGS LTD (n/a) - 2.36% |
| #14 | DIANTHUS THERAPEUTICS INC (DNTH) - 1.16% | TC ENERGY CORP (TRP) - 2.31% |
| #15 | COGENT BIOSCIENCES INC (COGT) - 1.15% | FLUGHAFEN ZUERICH AG (n/a) - 2.22% |
| #16 | ULTRAGENYX PHARMACEUTICAL INC (RARE) - 1.15% | NATIONAL GRID PLC (n/a) - 2.21% |
| #17 | CYTOKINETICS INC (CYTK) - 1.14% | KINDER MORGAN INC CLASS P (KMI) - 2.10% |
| #18 | CG ONCOLOGY INC (CGON) - 1.14% | CONSTELLATION ENERGY CORP (CEG) - 2.07% |
| #19 | SPYRE THERAPEUTICS INC (SYRE) - 1.14% | n/a (ASR) - 1.98% |
| #20 | NATERA INC (NTRA) - 1.14% | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.98% |
| #21 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.14% | TARGA RESOURCES CORP (TRGP) - 1.93% |
| #22 | SCHOLAR ROCK HOLDING CORP (SRRK) - 1.14% | AEROPORTS DE PARIS SA (n/a) - 1.89% |
| #23 | INSMED INC (INSM) - 1.14% | ONEOK INC (OKE) - 1.84% |
| #24 | BEAM THERAPEUTICS INC (BEAM) - 1.13% | CHENIERE ENERGY INC (LNG) - 1.73% |
| #25 | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 1.12% | SEMPRA (SRE) - 1.62% |
| Total Holdings | 159 | 95 |
XBI vs IGF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XBI
+12.42%
IGF
+0.21%
3M
Winner
XBI
+12.32%
IGF
+0.65%
6M
Winner
XBI
+22.52%
IGF
+8.94%
1Y
Winner
XBI
+73.85%
IGF
+17.73%
5Y(CAGR)
XBI
+3.96%
Winner
IGF
+11.10%
10Y(CAGR)
Winner
XBI
+10.44%
IGF
+8.22%
Max(CAGR)
Winner
XBI
+11.81%
IGF
+4.93%
XBI vs IGF - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XBI | IGF |
|---|---|---|
| 2026 | +25.20% | +9.47% |
| 2025 | +33.70% | +20.40% |
| 2024 | -0.05% | +14.99% |
| 2023 | +9.54% | +6.19% |
| 2022 | -28.10% | -1.73% |
| 2021 | -20.55% | +12.40% |
| 2020 | +49.01% | -6.32% |
| 2019 | +30.54% | +25.62% |
| 2018 | -17.55% | -10.45% |
| 2017 | +42.81% | +18.88% |
| 2016 | -12.49% | +12.88% |
| 2015 | +12.40% | -12.25% |
| 2014 | +44.27% | +12.98% |
| 2013 | +42.97% | +11.61% |
| 2012 | +32.95% | +10.62% |
| 2011 | +3.91% | -1.82% |
| 2010 | +15.74% | +3.73% |
| 2009 | -0.82% | +17.05% |
| 2008 | -8.58% | -40.35% |
| 2007 | +30.24% | +1.11% |
| 2006 | -6.48% | N/A |
XBI vs IGF 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 IGF was -58.32%, occurring on Mar 9, 2009. Recovery took 1569 trading sessions.
The current XBI drawdown is -12.07%. The current IGF drawdown is -2.25%.
| Rank | XBI | IGF |
|---|---|---|
| #1 | -63.89% Feb 8, 2021 - May 11, 2022 | -58.32% Jan 2, 2008 - Mar 27, 2014 |
| #2 | -49.25% Jul 17, 2015 - Jan 12, 2018 | -42.11% Feb 18, 2020 - Oct 20, 2021 |
| #3 | -37.67% Aug 14, 2008 - Apr 14, 2011 | -23.03% Apr 28, 2015 - Sep 8, 2016 |
| #4 | -35.26% Jun 20, 2018 - May 11, 2020 | -20.80% Apr 20, 2022 - May 7, 2024 |
| #5 | -29.06% Feb 27, 2014 - Oct 28, 2014 | -14.74% Jan 26, 2018 - Mar 19, 2019 |
| #6 | -26.72% Jul 22, 2011 - Jan 27, 2012 | -11.38% Sep 8, 2016 - Mar 22, 2017 |
| #7 | -22.71% Dec 6, 2007 - Jul 15, 2008 | -9.83% Sep 5, 2014 - Apr 28, 2015 |
| #8 | -21.93% Feb 27, 2006 - Aug 8, 2007 | -8.74% Apr 2, 2025 - Apr 17, 2025 |
| #9 | -15.10% Sep 21, 2012 - Jan 14, 2013 | -7.05% Nov 5, 2021 - Jan 12, 2022 |
| #10 | -14.51% Jan 29, 2018 - Jun 5, 2018 | -6.97% Nov 29, 2024 - Jan 21, 2025 |
| #11 | -13.70% Jul 20, 2020 - Oct 12, 2020 | -6.28% Jul 11, 2019 - Oct 22, 2019 |
| #12 | -13.36% Oct 2, 2013 - Jan 7, 2014 | -6.27% Jul 24, 2014 - Sep 5, 2014 |
| #13 | -13.21% Mar 19, 2015 - May 29, 2015 | -5.87% Feb 27, 2026 - Mar 20, 2026 |
| #14 | -11.51% Jan 21, 2014 - Feb 20, 2014 | -4.67% Jan 21, 2025 - Apr 1, 2025 |
| #15 | -10.38% May 30, 2013 - Jul 10, 2013 | -4.48% May 17, 2024 - Jul 12, 2024 |
Correlation
Correlation between XBI and IGF is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2007 - 2026)
XBI vs IGF dividend yield comparison.
| Year | XBI | IGF |
|---|---|---|
| 2026 | 0.09% | 1.40% |
| 2025 | 0.37% | 3.23% |
| 2024 | 0.15% | 3.21% |
| 2023 | 0.02% | 3.36% |
| 2022 | 0.00% | 2.67% |
| 2021 | 0.04% | 2.42% |
| 2020 | 0.20% | 2.33% |
| 2019 | 0.00% | 3.27% |
| 2018 | 0.28% | 3.52% |
| 2017 | 0.24% | 2.95% |
| 2016 | 0.26% | 2.98% |
| 2015 | 0.61% | 3.25% |
| 2014 | 1.07% | 3.00% |
| 2013 | 0.17% | 3.45% |
| 2012 | 0.22% | 4.10% |
| 2011 | 0.00% | 4.36% |
| 2010 | 0.00% | 3.70% |
| 2009 | 0.28% | 3.35% |
| 2008 | 1.27% | 3.10% |
| 2007 | 0.26% | 0.36% |
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