XBI vs JGRO
Comparison between STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI, ETF) and JPMORGAN ACTIVE GROWTH ETF (JGRO, ETF).
XBI vs JGRO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XBI
$9.60B
JGRO
$9.60B
Expense Ratio
Winner
XBI
0.35%
JGRO
0.44%
Max Drawdown
XBI
63.90%
Winner
JGRO
22.70%
Sharpe Ratio
Winner
XBI
2.04
JGRO
0.23
5Y Beta
Winner
XBI
0.96
JGRO
1.18
P/E Ratio
Winner
XBI
-14.36
JGRO
34.63
Forward P/E
XBI
N/A
JGRO
22.69
5Y Dividends CAGR
XBI
12.45%
JGRO
N/A
5Y EPS CAGR
XBI
2.83%
Winner
JGRO
34.76%
Debt to Equity
XBI
45.04%
JGRO
N/A
P/S Ratio
XBI
9.51
Winner
JGRO
4.69
P/B Ratio
Winner
XBI
5.06
JGRO
10.37
XBI vs JGRO - Holdings Comparison
XBI and JGRO have 10 common holdings. Overlap is 3.41%
XBI's top 25 holdings weight is 33.68%. JGRO's top 25 holdings weight is 66.20%.
| Rank | XBI | JGRO |
|---|---|---|
| #1 | MODERNA INC (MRNA) - 2.89% | NVIDIA CORP (NVDA) - 11.81% |
| #2 | TWIST BIOSCIENCE CORP (TWST) - 1.97% | ALPHABET INC CLASS C (GOOG) - 10.85% |
| #3 | APOGEE THERAPEUTICS INC (APGE) - 1.45% | BROADCOM INC (AVGO) - 5.08% |
| #4 | KYMERA THERAPEUTICS INC ORDINARY SHARES (KYMR) - 1.43% | APPLE INC (AAPL) - 4.95% |
| #5 | NATERA INC (NTRA) - 1.39% | MICRON TECHNOLOGY INC (MU) - 2.80% |
| #6 | n/a (PRAX) - 1.39% | ADVANCED MICRO DEVICES INC (AMD) - 2.73% |
| #7 | ORUKA THERAPEUTICS INC (ORKA) - 1.38% | MICROSOFT CORP (MSFT) - 2.56% |
| #8 | HALOZYME THERAPEUTICS INC (HALO) - 1.35% | ELI LILLY AND CO (LLY) - 2.26% |
| #9 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.33% | META PLATFORMS INC CLASS A (META) - 2.15% |
| #10 | DIANTHUS THERAPEUTICS INC (DNTH) - 1.29% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.03% |
| #11 | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 1.28% | PALO ALTO NETWORKS INC (PANW) - 1.88% |
| #12 | ERASCA INC (ERAS) - 1.27% | THE GOLDMAN SACHS GROUP INC (GS) - 1.62% |
| #13 | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.27% | TESLA INC (TSLA) - 1.51% |
| #14 | CG ONCOLOGY INC (CGON) - 1.27% | AMAZON.COM INC (AMZN) - 1.34% |
| #15 | SCHOLAR ROCK HOLDING CORP (SRRK) - 1.21% | MASTERCARD INC CLASS A (MA) - 1.32% |
| #16 | INSMED INC (INSM) - 1.20% | LAM RESEARCH CORP (LRCX) - 1.29% |
| #17 | REGENERON PHARMACEUTICALS INC (REGN) - 1.20% | n/a (TSM) - 1.26% |
| #18 | VAXCYTE INC ORDINARY SHARES (PCVX) - 1.19% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.25% |
| #19 | RHYTHM PHARMACEUTICALS INC (RYTM) - 1.16% | NATERA INC (NTRA) - 1.24% |
| #20 | AMGEN INC (AMGN) - 1.16% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.20% |
| #21 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.15% | JOHNSON & JOHNSON (JNJ) - 1.10% |
| #22 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.12% | WESTERN DIGITAL CORP (WDC) - 1.09% |
| #23 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 1.12% | GE AEROSPACE (GE) - 1.01% |
| #24 | SPYRE THERAPEUTICS INC (SYRE) - 1.11% | QUANTA SERVICES INC (PWR) - 0.97% |
| #25 | VIKING THERAPEUTICS INC (VKTX) - 1.10% | CIENA CORP (CIEN) - 0.90% |
| Total Holdings | 156 | 131 |
XBI vs JGRO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XBI
+11.59%
JGRO
+1.37%
3M
Winner
XBI
+26.73%
JGRO
-4.03%
6M
Winner
XBI
+33.23%
JGRO
+7.66%
1Y
Winner
XBI
+76.31%
JGRO
+6.58%
5Y(CAGR)
XBI
+4.27%
Winner
JGRO
+17.46%
10Y(CAGR)
XBI
+10.73%
JGRO
N/A
Max(CAGR)
XBI
+12.16%
Winner
JGRO
+17.46%
XBI vs JGRO - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XBI | JGRO |
|---|---|---|
| 2026 | +35.40% | +2.08% |
| 2025 | +33.70% | +14.51% |
| 2024 | -0.05% | +34.94% |
| 2023 | +9.54% | +38.76% |
| 2022 | -28.10% | -10.03% |
| 2021 | -20.55% | N/A |
| 2020 | +49.01% | N/A |
| 2019 | +30.54% | N/A |
| 2018 | -17.55% | N/A |
| 2017 | +42.81% | N/A |
| 2016 | -12.49% | N/A |
| 2015 | +12.40% | N/A |
| 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 JGRO 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 JGRO was -22.70%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The current XBI drawdown is -4.91%. The current JGRO drawdown is -4.88%.
| Rank | XBI | JGRO |
|---|---|---|
| #1 | -63.89% Feb 8, 2021 - May 11, 2022 | -22.70% Jan 23, 2025 - Jun 27, 2025 |
| #2 | -49.25% Jul 17, 2015 - Jan 12, 2018 | -17.88% Aug 16, 2022 - May 26, 2023 |
| #3 | -37.67% Aug 14, 2008 - Apr 14, 2011 | -16.44% Oct 29, 2025 - May 13, 2026 |
| #4 | -35.26% Jun 20, 2018 - May 11, 2020 | -13.21% Jul 10, 2024 - Oct 11, 2024 |
| #5 | -29.06% Feb 27, 2014 - Oct 28, 2014 | -11.56% Jul 18, 2023 - Nov 20, 2023 |
| #6 | -26.72% Jul 22, 2011 - Jan 27, 2012 | -11.38% Jun 2, 2026 - Jul 29, 2026 |
| #7 | -22.71% Dec 6, 2007 - Jul 15, 2008 | -7.53% Mar 22, 2024 - May 15, 2024 |
| #8 | -21.93% Feb 27, 2006 - Aug 8, 2007 | -5.03% Dec 16, 2024 - Jan 22, 2025 |
| #9 | -15.10% Sep 21, 2012 - Jan 14, 2013 | -3.41% Dec 28, 2023 - Jan 10, 2024 |
| #10 | -14.51% Jan 29, 2018 - Jun 5, 2018 | -3.31% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -13.70% Jul 20, 2020 - Oct 12, 2020 | -3.04% May 14, 2026 - Jun 1, 2026 |
| #12 | -13.36% Oct 2, 2013 - Jan 7, 2014 | -3.03% Oct 29, 2024 - Nov 6, 2024 |
| #13 | -13.21% Mar 19, 2015 - May 29, 2015 | -2.99% Nov 12, 2024 - Dec 2, 2024 |
| #14 | -11.51% Jan 21, 2014 - Feb 20, 2014 | -2.66% Jun 15, 2023 - Jun 30, 2023 |
| #15 | -10.38% May 30, 2013 - Jul 10, 2013 | -2.65% Aug 12, 2025 - Sep 8, 2025 |
Correlation
Correlation between XBI and JGRO is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2007 - 2026)
XBI vs JGRO dividend yield comparison.
| Year | XBI | JGRO |
|---|---|---|
| 2026 | 0.08% | 0.00% |
| 2025 | 0.37% | 0.16% |
| 2024 | 0.15% | 0.10% |
| 2023 | 0.02% | 0.17% |
| 2022 | 0.00% | 0.16% |
| 2021 | 0.04% | 0.00% |
| 2020 | 0.20% | 0.00% |
| 2019 | 0.00% | 0.00% |
| 2018 | 0.28% | 0.00% |
| 2017 | 0.24% | 0.00% |
| 2016 | 0.26% | 0.00% |
| 2015 | 0.61% | 0.00% |
| 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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