Screener
SPXV vs XBI
ProShares S&P 500 ex-Health Care ETF vs State Street SPDR S&P Biotech ETF
Key differences
Both SPXV and XBI are equity ETFs. SPXV charges 0.09% a year and XBI 0.35%. The main difference: SPXV costs 0.26% less per year.
- SPXV costs 0.26% less per year.
- XBI is much larger than SPXV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPXV has delivered higher annualized returns.
- XBI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPXV | XBI | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.35% |
| Fund size (AUM) | $40M | $8.4B |
| Since | 2015 | 2006 |
| Dividend yield | 0.89% | 0.32% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +25.7% | +59.2% |
| CAGR 3Y | +23.6% | +15.1% |
| CAGR 5Y | +14.3% | +0.3% |
| Sharpe 3Y | 1.19 | 0.52 |
| Volatility 1Y | 13.10% | 26.09% |
| Max drawdown | -34.34% | -63.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.