Compare · 3 funds side by side · dividends reinvested

IBB, XSW and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,474XLF · best of the three

02 / 04

IBB, XSW and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Biotechnology ETFSectors · Technology0.44%0.16%+26.7%+35.2%+23.2%+6.3%−9.6%23.4%$11.1B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$54.5B1.6

State Street SPDR S&P Software & Services ETFSectors · Technology0.35%0.00%+8.3%+4.5%+19.4%+2.3%−30.6%31.1%$500M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IBB 2001 · XSW 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Biotechnology ETF · $11.1B$13,555

IBB

XSW

State Street SPDR S&P Software & Services ETF · $500M$11,226

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IBBMeasureXSW

+26.7%Year to dateJan 1 → Nov 6+8.3%

+35.2%1 yearTotal return+4.5%

+23.2%3 years · per year$10,000 became $18,677 · $17,037+19.4%

+6.3%5 years · per year$10,000 became $13,555 · $11,226+2.3%

0.44%Expense ratio$44 · $35 a year on $10k · lower is better0.35%

0.16%Trailing 12-mo yield$16 · $0 a year on $10k0.00%

−9.6%Worst dropSmaller is better−30.6%

23.4%VolatilityLower is calmer31.1%

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

7–1IBB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IBB vs XSW: Top 5 Holdings

Today

IBB

37.9%in top 5

XSW

in top 56.1%

IBBStockXSW

9.1%GILDnot top 5

8.5%AMGNnot top 5

7.9%VRTXnot top 5

6.3%REGNnot top 5

6.2%MRNAnot top 5

not top 5BRZE1.4%

not top 5GDYN1.3%

not top 5APPN1.2%

not top 5PTC1.1%

not top 5ACN1.1%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

IBB vs XSW Returns, Every Period

iSharesIBB

+6.3%

5 years, per year

XSWSPDR

+2.3%

5 years, per year

IBBXSWFaded: behind in that period

4–0IBB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IBB vs XLF

YTD

iSharesIBB

+26.7%

XLFSPDR

+5.7%

+26.7%Year to date+5.7%

−9.6%Worst drop · 1Y−14.8%

23.4%Volatility · 1Y15.3%

0.2%Yield1.4%

$11.1BAssets$54.5B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBB, XSW, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XSW0.35%$35

IBB0.44%$44

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IBB, XSW, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

IBB0.16%$16

XSW0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

IBB$16 − $44 = −$28

XSW$0 − $35 = −$35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IBB, XSW, XLF

Today

0.0%most shared, IBB and XSW

IBBXSWXLF

IBB—0.0%0.0%

XSW0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+35.2%IBB, at 23.4% volatility

XLFWorst drop−14.8%15.3% vol

IBBWorst drop−9.6%23.4% vol

XSWWorst drop−30.6%31.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLFIBB

+5.7%Year to date+26.7%

1.4%Yield0.2%

+10.4%Past year+35.2%

0.08%Fee0.44%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026