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XBI vs HEAL

State Street SPDR S&P Biotech ETF vs Global X HealthTech ETF

XBI

State Street SPDR S&P Biotech ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$8.3B

HEAL

Global X HealthTech ETF

Global X Funds

Annual cost

0.50%

Fund size

$25M

Key differences

  • XBI costs 0.15% less per year.
  • XBI is significantly larger than HEAL — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, XBI has delivered higher annualized returns.
  • XBI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XBIHEAL
Annual cost (TER)0.35%0.50%
Fund size (AUM)$8.3B$25M
Since20062020
Dividend yield0.34%0.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+66.6%-20.2%
CAGR 3Y+15.6%-10.3%
CAGR 5Y+0.9%-14.0%
Sharpe 3Y0.54-0.46
Volatility 1Y25.14%21.71%
Max drawdown-63.89%-65.76%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to XBI and HEAL