Screener
XBI vs IVV
State Street SPDR S&P Biotech ETF vs iShares Core S&P 500 ETF
Key differences
Both XBI and IVV are equity ETFs. XBI charges 0.35% a year and IVV 0.03%. The main difference: IVV costs 0.32% less per year.
- IVV costs 0.32% less per year.
- IVV is much larger than XBI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVV has delivered higher annualized returns.
- IVV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XBI | IVV | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.03% |
| Fund size (AUM) | $8.4B | $854.9B |
| Since | 2006 | 2000 |
| Dividend yield | 0.32% | 1.06% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +59.2% | +24.8% |
| CAGR 3Y | +15.1% | +21.9% |
| CAGR 5Y | +0.3% | +13.5% |
| Sharpe 3Y | 0.52 | 1.17 |
| Volatility 1Y | 26.09% | 12.28% |
| Max drawdown | -63.89% | -33.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.