XBI vs VPU
Comparison between STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI, ETF) and VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF).
XBI is from the Healthcare sector, while VPU is from the Utilities sector.
5-Year PerformanceVPU has outperformed XBI, delivering a return of +9.6% compared to +4.0%
XBI vs VPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XBI
$11B
Winner
VPU
$11B
Expense Ratio
XBI
0.35%
Winner
VPU
0.09%
Max Drawdown
XBI
63.90%
Winner
VPU
48.41%
Sharpe Ratio
Winner
XBI
2.15
VPU
0.71
5Y Beta
XBI
0.97
Winner
VPU
0.32
P/E Ratio
Winner
XBI
-8.50
VPU
20.41
Forward P/E
XBI
N/A
VPU
18.89
5Y Dividends CAGR
Winner
XBI
12.45%
VPU
8.83%
5Y EPS CAGR
XBI
5.10%
Winner
VPU
12.89%
Debt to Equity
Winner
XBI
29.23%
VPU
127.72%
P/S Ratio
XBI
9.58
Winner
VPU
2.91
P/B Ratio
XBI
5.20
Winner
VPU
2.32
XBI vs VPU - Holdings Comparison
XBI and VPU have 1 common holdings. Overlap is 0.00%
XBI's top 25 holdings weight is 30.05%. VPU's top 25 holdings weight is 82.49%.
| Rank | XBI | VPU |
|---|---|---|
| #1 | APOGEE THERAPEUTICS INC (APGE) - 1.45% | NEXTERA ENERGY INC (NEE) - 11.73% |
| #2 | MODERNA INC (MRNA) - 1.44% | SOUTHERN CO (SO) - 6.71% |
| #3 | KYMERA THERAPEUTICS INC ORDINARY SHARES (KYMR) - 1.31% | DUKE ENERGY CORP (DUK) - 6.17% |
| #4 | VIKING THERAPEUTICS INC (VKTX) - 1.30% | CONSTELLATION ENERGY CORP (CEG) - 5.73% |
| #5 | ERASCA INC (ERAS) - 1.27% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.45% |
| #6 | n/a (PRAX) - 1.25% | DOMINION ENERGY INC (D) - 3.80% |
| #7 | MIRUM PHARMACEUTICALS INC (MIRM) - 1.23% | SEMPRA (SRE) - 3.76% |
| #8 | RHYTHM PHARMACEUTICALS INC (RYTM) - 1.20% | VISTRA CORP (VST) - 3.51% |
| #9 | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.19% | ENTERGY CORP (ETR) - 3.23% |
| #10 | TWIST BIOSCIENCE CORP (TWST) - 1.19% | XCEL ENERGY INC (XEL) - 3.21% |
| #11 | ORUKA THERAPEUTICS INC (ORKA) - 1.19% | EXELON CORP (EXC) - 3.02% |
| #12 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.18% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.54% |
| #13 | VAXCYTE INC ORDINARY SHARES (PCVX) - 1.16% | CONSOLIDATED EDISON INC (ED) - 2.52% |
| #14 | DIANTHUS THERAPEUTICS INC (DNTH) - 1.16% | WEC ENERGY GROUP INC (WEC) - 2.34% |
| #15 | COGENT BIOSCIENCES INC (COGT) - 1.15% | PG&E CORP (PCG) - 2.33% |
| #16 | ULTRAGENYX PHARMACEUTICAL INC (RARE) - 1.15% | AMEREN CORP (AEE) - 1.93% |
| #17 | CYTOKINETICS INC (CYTK) - 1.14% | DTE ENERGY CO (DTE) - 1.92% |
| #18 | CG ONCOLOGY INC (CGON) - 1.14% | ATMOS ENERGY CORP (ATO) - 1.81% |
| #19 | SPYRE THERAPEUTICS INC (SYRE) - 1.14% | CENTERPOINT ENERGY INC (CNP) - 1.78% |
| #20 | NATERA INC (NTRA) - 1.14% | NRG ENERGY INC (NRG) - 1.77% |
| #21 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.14% | EDISON INTERNATIONAL (EIX) - 1.74% |
| #22 | SCHOLAR ROCK HOLDING CORP (SRRK) - 1.14% | PPL CORP (PPL) - 1.72% |
| #23 | INSMED INC (INSM) - 1.14% | EVERSOURCE ENERGY (ES) - 1.66% |
| #24 | BEAM THERAPEUTICS INC (BEAM) - 1.13% | FIRSTENERGY CORP (FE) - 1.65% |
| #25 | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 1.12% | AMERICAN WATER WORKS CO INC (AWK) - 1.46% |
| Total Holdings | 159 | 75 |
XBI vs VPU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XBI
+12.42%
VPU
+1.38%
3M
Winner
XBI
+12.32%
VPU
-1.36%
6M
Winner
XBI
+22.52%
VPU
+5.47%
1Y
Winner
XBI
+73.85%
VPU
+13.87%
5Y(CAGR)
XBI
+3.96%
Winner
VPU
+9.59%
10Y(CAGR)
Winner
XBI
+10.44%
VPU
+8.99%
Max(CAGR)
Winner
XBI
+11.81%
VPU
+9.83%
XBI vs VPU - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | XBI | VPU |
|---|---|---|
| 2026 | +25.20% | +6.34% |
| 2025 | +33.70% | +15.69% |
| 2024 | -0.05% | +21.44% |
| 2023 | +9.54% | -7.47% |
| 2022 | -28.10% | +1.95% |
| 2021 | -20.55% | +20.23% |
| 2020 | +49.01% | +0.48% |
| 2019 | +30.54% | +27.23% |
| 2018 | -17.55% | +5.28% |
| 2017 | +42.81% | +12.90% |
| 2016 | -12.49% | +18.00% |
| 2015 | +12.40% | -5.35% |
| 2014 | +44.27% | +28.95% |
| 2013 | +42.97% | +12.65% |
| 2012 | +32.95% | +3.49% |
| 2011 | +3.91% | +18.22% |
| 2010 | +15.74% | +6.57% |
| 2009 | -0.82% | +9.14% |
| 2008 | -8.58% | -27.21% |
| 2007 | +30.24% | +16.61% |
| 2006 | -6.48% | +19.41% |
| 2005 | N/A | +16.00% |
| 2004 | N/A | +20.60% |
XBI vs VPU 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 VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The current XBI drawdown is -12.07%. The current VPU drawdown is -3.30%.
| Rank | XBI | VPU |
|---|---|---|
| #1 | -63.89% Feb 8, 2021 - May 11, 2022 | -46.30% Dec 10, 2007 - Jun 6, 2012 |
| #2 | -49.25% Jul 17, 2015 - Jan 12, 2018 | -36.43% Feb 18, 2020 - Aug 13, 2021 |
| #3 | -37.67% Aug 14, 2008 - Apr 14, 2011 | -25.15% Sep 12, 2022 - Aug 1, 2024 |
| #4 | -35.26% Jun 20, 2018 - May 11, 2020 | -16.15% Jan 29, 2015 - Mar 8, 2016 |
| #5 | -29.06% Feb 27, 2014 - Oct 28, 2014 | -15.28% Apr 8, 2022 - Aug 12, 2022 |
| #6 | -26.72% Jul 22, 2011 - Jan 27, 2012 | -15.14% Nov 14, 2017 - Sep 6, 2018 |
| #7 | -22.71% Dec 6, 2007 - Jul 15, 2008 | -12.17% May 21, 2007 - Dec 3, 2007 |
| #8 | -21.93% Feb 27, 2006 - Aug 8, 2007 | -11.88% Oct 3, 2005 - Jul 19, 2006 |
| #9 | -15.10% Sep 21, 2012 - Jan 14, 2013 | -11.58% Jul 6, 2016 - Feb 28, 2017 |
| #10 | -14.51% Jan 29, 2018 - Jun 5, 2018 | -11.02% Apr 30, 2013 - Feb 13, 2014 |
| #11 | -13.70% Jul 20, 2020 - Oct 12, 2020 | -10.23% Nov 29, 2024 - May 16, 2025 |
| #12 | -13.36% Oct 2, 2013 - Jan 7, 2014 | -9.44% Dec 31, 2021 - Mar 24, 2022 |
| #13 | -13.21% Mar 19, 2015 - May 29, 2015 | -9.39% Jul 30, 2012 - Feb 11, 2013 |
| #14 | -11.51% Jan 21, 2014 - Feb 20, 2014 | -9.27% Jun 30, 2014 - Oct 23, 2014 |
| #15 | -10.38% May 30, 2013 - Jul 10, 2013 | -9.21% Apr 1, 2004 - Jul 19, 2004 |
Correlation
Correlation between XBI and VPU is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2004 - 2026)
XBI vs VPU dividend yield comparison.
| Year | XBI | VPU |
|---|---|---|
| 2026 | 0.09% | 1.31% |
| 2025 | 0.37% | 2.73% |
| 2024 | 0.15% | 3.02% |
| 2023 | 0.02% | 3.49% |
| 2022 | 0.00% | 2.98% |
| 2021 | 0.04% | 2.70% |
| 2020 | 0.20% | 3.17% |
| 2019 | 0.00% | 2.83% |
| 2018 | 0.28% | 3.23% |
| 2017 | 0.24% | 3.18% |
| 2016 | 0.26% | 3.19% |
| 2015 | 0.61% | 3.63% |
| 2014 | 1.07% | 3.02% |
| 2013 | 0.17% | 3.76% |
| 2012 | 0.22% | 3.98% |
| 2011 | 0.00% | 3.46% |
| 2010 | 0.00% | 3.79% |
| 2009 | 0.28% | 3.79% |
| 2008 | 1.27% | 3.87% |
| 2007 | 0.26% | 2.50% |
| 2006 | 0.00% | 2.85% |
| 2005 | 0.00% | 2.92% |
| 2004 | 0.00% | 2.64% |
Select Stocks to Compare
Popular: XBI vs SPYVPU vs SPY
More Comparisons
Compare with similar stocks