Compare · 3 funds side by side · dividends reinvested

IBBQ, IBB 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

IBBQ, IBB and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Nasdaq Biotechnology ETFSectors · Technology0.19%1.09%+27.3%+36.8%+25.3%+8.5%−8.6%23.1%$125M1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.0

iShares Biotechnology ETFSectors · Technology0.44%0.16%+26.7%+35.2%+23.2%+6.3%−9.6%23.4%$11.0B2.5

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: IBBQ 2021 · IBB 2001 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Nasdaq Biotechnology ETF · $125M$15,010

IBBQ

IBB

iShares Biotechnology ETF · $11.0B$13,555

$10,000 five years ago, dividends reinvested · they hold 84.0% in common

IBBQMeasureIBB

+27.3%Year to dateJan 1 → Nov 6+26.7%

+36.8%1 yearTotal return+35.2%

+25.3%3 years · per year$10,000 became $19,687 · $18,677+23.2%

+8.5%5 years · per year$10,000 became $15,010 · $13,555+6.3%

0.19%Expense ratio$19 · $44 a year on $10k · lower is better0.44%

1.09%Trailing 12-mo yield$109 · $16 a year on $10k0.16%

−8.6%Worst dropSmaller is better−9.6%

23.1%VolatilityLower is calmer23.4%

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

8–0IBBQ wins

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

More Ways to See the Pairs

IBBQ vs IBB: Top 5 Holdings

Today

IBBQ

38.2%in top 5

IBB

in top 537.9%

IBBQStockIBB

9.2%GILD9.1%

8.6%AMGN8.5%

8.0%VRTX7.9%

6.3%MRNA6.2%

6.0%REGN6.3%

Held in common84.0%

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

IBBQ vs IBB Returns, Every Period

InvescoIBBQ

+8.5%

5 years, per year

IBBiShares

+6.3%

5 years, per year

IBBQIBBFaded: behind in that period

4–0IBBQ wins

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

IBBQ vs XLF

YTD

InvescoIBBQ

+27.3%

XLFSPDR

+5.7%

+27.3%Year to date+5.7%

−8.6%Worst drop · 1Y−14.8%

23.1%Volatility · 1Y15.3%

1.1%Yield1.4%

$125MAssets$55.5B

2–2level

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

Cost, Income and Risk

Fees: IBBQ, IBB, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IBBQ0.19%$19

IBB0.44%$44

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

Yields: IBBQ, IBB, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

IBBQ1.09%$109

IBB0.16%$16

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

IBBQ$109 − $19 = $90

IBB$16 − $44 = −$28

KeptFee

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

Overlap: IBBQ, IBB, XLF

Today

84.0%most shared, IBBQ and IBB

IBBQIBBXLF

IBBQ—84.0%0.0%

IBB84.0%—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

+36.8%IBBQ, at 23.1% volatility

XLFWorst drop−14.8%15.3% vol

IBBQWorst drop−8.6%23.1% vol

IBBWorst drop−9.6%23.4% vol

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

Paid More vs Made More

YTD

XLFIBBQ

+5.7%Year to date+27.3%

1.4%Yield1.1%

+10.4%Past year+36.8%

0.08%Fee0.19%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026