XBI vs RWL
Comparison between STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI, ETF) and INVESCO S&P 500 REVENUE ETF (RWL, ETF).
5-Year PerformanceRWL has outperformed XBI, delivering a return of +14.2% compared to +4.5%
XBI vs RWL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XBI
$9.60B
Winner
RWL
$9.70B
Expense Ratio
Winner
XBI
0.35%
RWL
0.39%
Max Drawdown
XBI
63.90%
Winner
RWL
55.30%
Sharpe Ratio
XBI
2.24
Winner
RWL
2.40
5Y Beta
XBI
0.97
Winner
RWL
0.68
P/E Ratio
Winner
XBI
-9.20
RWL
22.15
Forward P/E
XBI
N/A
RWL
17.37
PEG Ratio
XBI
N/A
RWL
-3.86
5Y Dividends CAGR
Winner
XBI
12.45%
RWL
8.40%
5Y EPS CAGR
XBI
6.71%
Winner
RWL
17.24%
Debt to Equity
XBI
36.66%
Winner
RWL
35.34%
P/S Ratio
XBI
9.00
Winner
RWL
1.07
P/B Ratio
XBI
4.96
Winner
RWL
3.39
XBI vs RWL - Holdings Comparison
XBI and RWL have 9 common holdings. Overlap is 0.97%
XBI's top 25 holdings weight is 31.60%. RWL's top 25 holdings weight is 37.72%.
| Rank | XBI | RWL |
|---|---|---|
| #1 | APOGEE THERAPEUTICS INC (APGE) - 1.61% | AMAZON.COM INC (AMZN) - 4.17% |
| #2 | ORUKA THERAPEUTICS INC (ORKA) - 1.42% | WALMART INC (WMT) - 3.31% |
| #3 | KYMERA THERAPEUTICS INC ORDINARY SHARES (KYMR) - 1.41% | APPLE INC (AAPL) - 2.36% |
| #4 | ERASCA INC (ERAS) - 1.39% | UNITEDHEALTH GROUP INC (UNH) - 2.23% |
| #5 | DIANTHUS THERAPEUTICS INC (DNTH) - 1.31% | MCKESSON CORP (MCK) - 2.19% |
| #6 | VIKING THERAPEUTICS INC (VKTX) - 1.30% | CVS HEALTH CORP (CVS) - 2.02% |
| #7 | SPYRE THERAPEUTICS INC (SYRE) - 1.28% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.97% |
| #8 | TWIST BIOSCIENCE CORP (TWST) - 1.28% | MICROSOFT CORP (MSFT) - 1.91% |
| #9 | MODERNA INC (MRNA) - 1.28% | CENCORA INC (COR) - 1.82% |
| #10 | CG ONCOLOGY INC (CGON) - 1.27% | JPMORGAN CHASE & CO (JPM) - 1.62% |
| #11 | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.26% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.62% |
| #12 | n/a (PRAX) - 1.25% | COSTCO WHOLESALE CORP (COST) - 1.38% |
| #13 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.24% | NVIDIA CORP (NVDA) - 1.36% |
| #14 | MIRUM PHARMACEUTICALS INC (MIRM) - 1.23% | CARDINAL HEALTH INC (CAH) - 1.36% |
| #15 | RHYTHM PHARMACEUTICALS INC (RYTM) - 1.21% | THE CIGNA GROUP (CI) - 1.25% |
| #16 | COGENT BIOSCIENCES INC (COGT) - 1.21% | BANK OF AMERICA CORP (BAC) - 1.11% |
| #17 | VAXCYTE INC ORDINARY SHARES (PCVX) - 1.21% | META PLATFORMS INC CLASS A (META) - 1.09% |
| #18 | RELAY THERAPEUTICS INC ORDINARY SHARES (RLAY) - 1.20% | ALPHABET INC CLASS C (GOOG) - 1.06% |
| #19 | NATERA INC (NTRA) - 1.20% | ALPHABET INC CLASS A (GOOGL) - 1.05% |
| #20 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.19% | GENERAL MOTORS CO (GM) - 1.02% |
| #21 | BRIDGEBIO PHARMA INC (BBIO) - 1.19% | UNITED AIRLINES HOLDINGS INC (UAL) - 0.38% |
| #22 | ALKERMES PLC (ALKS) - 1.17% | ARCHER-DANIELS-MIDLAND CO (ADM) - 0.38% |
| #23 | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 1.17% | ELI LILLY AND CO (LLY) - 0.36% |
| #24 | CYTOKINETICS INC (CYTK) - 1.17% | PRUDENTIAL FINANCIAL INC (PRU) - 0.35% |
| #25 | INSMED INC (INSM) - 1.15% | ACCENTURE PLC CLASS A (ACN) - 0.35% |
| Total Holdings | 156 | 466 |
XBI vs RWL - Historical Returns
Returns include dividend reinvestment.
1M
XBI
-3.97%
Winner
RWL
+3.10%
3M
Winner
XBI
+17.85%
RWL
+8.83%
6M
Winner
XBI
+25.50%
RWL
+11.78%
1Y
Winner
XBI
+85.27%
RWL
+31.28%
5Y(CAGR)
XBI
+4.46%
Winner
RWL
+14.17%
10Y(CAGR)
XBI
+9.75%
Winner
RWL
+14.23%
Max(CAGR)
Winner
XBI
+11.96%
RWL
+11.47%
XBI vs RWL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XBI | RWL |
|---|---|---|
| 2026 | +29.62% | +17.10% |
| 2025 | +33.70% | +18.96% |
| 2024 | -0.05% | +15.91% |
| 2023 | +9.54% | +17.70% |
| 2022 | -28.10% | -6.69% |
| 2021 | -20.55% | +31.55% |
| 2020 | +49.01% | +8.40% |
| 2019 | +30.54% | +27.15% |
| 2018 | -17.55% | -8.46% |
| 2017 | +42.81% | +18.98% |
| 2016 | -12.49% | +13.58% |
| 2015 | +12.40% | -1.29% |
| 2014 | +44.27% | +14.33% |
| 2013 | +42.97% | +34.50% |
| 2012 | +32.95% | +16.05% |
| 2011 | +3.91% | -1.00% |
| 2010 | +15.74% | +15.28% |
| 2009 | -0.82% | +26.40% |
| 2008 | -8.58% | -34.19% |
| 2007 | +30.24% | N/A |
| 2006 | -6.48% | N/A |
XBI vs RWL 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 RWL was -54.83%, occurring on Mar 9, 2009. Recovery took 688 trading sessions.
The current XBI drawdown is -8.97%.
| Rank | XBI | RWL |
|---|---|---|
| #1 | -63.89% Feb 8, 2021 - May 11, 2022 | -54.83% May 15, 2008 - Feb 8, 2011 |
| #2 | -49.25% Jul 17, 2015 - Jan 12, 2018 | -36.03% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -37.67% Aug 14, 2008 - Apr 14, 2011 | -21.38% Apr 29, 2011 - Feb 27, 2012 |
| #4 | -35.26% Jun 20, 2018 - May 11, 2020 | -19.49% Sep 21, 2018 - Jul 3, 2019 |
| #5 | -29.06% Feb 27, 2014 - Oct 28, 2014 | -17.50% Apr 20, 2022 - Jul 11, 2023 |
| #6 | -26.72% Jul 22, 2011 - Jan 27, 2012 | -15.27% May 21, 2015 - Jul 11, 2016 |
| #7 | -22.71% Dec 6, 2007 - Jul 15, 2008 | -14.39% Feb 19, 2025 - Jun 27, 2025 |
| #8 | -21.93% Feb 27, 2006 - Aug 8, 2007 | -11.74% Jan 26, 2018 - Sep 20, 2018 |
| #9 | -15.10% Sep 21, 2012 - Jan 14, 2013 | -10.32% Mar 26, 2012 - Aug 16, 2012 |
| #10 | -14.51% Jan 29, 2018 - Jun 5, 2018 | -10.20% Feb 26, 2008 - Apr 25, 2008 |
| #11 | -13.70% Jul 20, 2020 - Oct 12, 2020 | -9.19% Jul 31, 2023 - Dec 8, 2023 |
| #12 | -13.36% Oct 2, 2013 - Jan 7, 2014 | -7.72% Sep 19, 2014 - Nov 5, 2014 |
| #13 | -13.21% Mar 19, 2015 - May 29, 2015 | -6.84% Oct 18, 2012 - Dec 18, 2012 |
| #14 | -11.51% Jan 21, 2014 - Feb 20, 2014 | -6.80% Jul 12, 2019 - Sep 11, 2019 |
| #15 | -10.38% May 30, 2013 - Jul 10, 2013 | -6.75% Jan 11, 2022 - Mar 25, 2022 |
Correlation
Correlation between XBI and RWL 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 RWL dividend yield comparison.
| Year | XBI | RWL |
|---|---|---|
| 2026 | 0.09% | 0.61% |
| 2025 | 0.37% | 1.35% |
| 2024 | 0.15% | 1.43% |
| 2023 | 0.02% | 1.60% |
| 2022 | 0.00% | 1.62% |
| 2021 | 0.04% | 1.35% |
| 2020 | 0.20% | 1.75% |
| 2019 | 0.00% | 1.87% |
| 2018 | 0.28% | 1.99% |
| 2017 | 0.24% | 1.60% |
| 2016 | 0.26% | 1.71% |
| 2015 | 0.61% | 1.97% |
| 2014 | 1.07% | 1.43% |
| 2013 | 0.17% | 1.61% |
| 2012 | 0.22% | 1.89% |
| 2011 | 0.00% | 1.85% |
| 2010 | 0.00% | 1.34% |
| 2009 | 0.28% | 1.32% |
| 2008 | 1.27% | 1.21% |
| 2007 | 0.26% | 0.00% |
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