Screener
XLV vs XBI
State Street Health Care Select Sector SPDR ETF vs State Street SPDR S&P Biotech ETF
Key differences
Both XLV and XBI are equity ETFs. XLV charges 0.08% a year and XBI 0.35%. The main difference: XLV costs 0.27% less per year.
- XLV costs 0.27% less per year.
- XLV is much larger than XBI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, XBI has delivered higher annualized returns.
- XLV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLV | XBI | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.35% |
| Fund size (AUM) | $38.2B | $8.4B |
| Since | 1998 | 2006 |
| Dividend yield | 1.68% | 0.32% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +15.3% | +59.2% |
| CAGR 3Y | +7.8% | +15.1% |
| CAGR 5Y | +6.4% | +0.3% |
| Sharpe 3Y | 0.35 | 0.52 |
| Volatility 1Y | 15.03% | 26.09% |
| Max drawdown | -28.40% | -63.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.