Compare · 2 funds side by side · dividends reinvested

BBP and XBI

BBPVirtus×XBISPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,310BBP · best of the two

02 / 04

BBP and XBI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Virtus Biotech ETFSectors · Health care0.34%0.00%+29.5%+38.7%+31.7%+15.2%−9.4%26.5%$132M1.3

State Street SPDR S&P Biotech ETFSectors · Health care0.35%0.35%+27.2%+38.1%+34.5%+4.7%−14.9%29.1%$10.5B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BBP 2014 · XBI 2006

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Biotech ETF · $132M$20,310

BBP

XBI

State Street SPDR S&P Biotech ETF · $10.5B$12,576

$10,000 five years ago, dividends reinvested · they hold 47.0% in common

BBPMeasureXBI

+29.5%Year to dateJan 1 → Nov 3+27.2%

+38.7%1 yearTotal return+38.1%

+31.7%3 years · per year$10,000 became $22,842 · $24,320+34.5%

+15.2%5 years · per year$10,000 became $20,310 · $12,576+4.7%

0.34%Expense ratio$34 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $35 a year on $10k0.35%

−9.4%Worst dropSmaller is better−14.9%

26.5%VolatilityLower is calmer29.1%

BBPXBI Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2BBP wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBP vs XBI: Top 5 Holdings

Today

BBP

16.7%in top 5

XBI

in top 59.7%

BBPStockXBI

5.7%MRNA2.4%

3.1%VSTMnot top 5

2.7%OMERnot top 5

2.7%IOVAnot top 5

2.4%HALO1.8%

not top 5TWST2.0%

not top 5NTRA1.9%

not top 5BIIB1.7%

Held in common47.0%

End-of-day Nov 3, 2026 · share of each fund

BBP vs XBI Returns, Every Period

VirtusBBP

+15.2%

5 years, per year

XBISPDR

+4.7%

5 years, per year

BBPXBIFaded: behind in that period

3–1BBP wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BBP vs XBI

YTD

VirtusBBP

+29.5%

XBISPDR

+27.2%

+29.5%Year to date+27.2%

−9.4%Worst drop · 1Y−14.9%

26.5%Volatility · 1Y29.1%

0.0%Yield0.4%

$132MAssets$10.5B

3–1BBP wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBP, XBI

Today

0.34%lowest, BBP

FundExpense ratioFee$10k

BBP0.34%$34

XBI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BBP, XBI

0.35%highest, XBI

FundTrailing yieldYield$10k

XBI0.35%$35

BBP0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$0most kept, XBI

XBI$35 − $35 = $0

BBP$0 − $34 = −$34

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BBP, XBI

Today

47.0%most shared, BBP and XBI

BBPXBI

BBP—47.0%

XBI47.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%BBP, at 26.5% volatility

BBPWorst drop−9.4%26.5% vol

XBIWorst drop−14.9%29.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XBIBBP

+27.2%Year to date+29.5%

0.4%Yield0.0%

+38.1%Past year+38.7%

0.35%Fee0.34%

3–1BBP wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026