Compare · 2 funds side by side · dividends reinvested

XBI and IXJ

XBISPDR×IXJiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,393IXJ · best of the two

02 / 04

XBI and IXJ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Biotech ETFSectors · Health care0.35%0.34%+30.6%+45.4%+34.9%+5.5%−14.9%29.1%$10.5B1.5

iShares Global Healthcare ETFSectors · Health care0.38%1.25%+19.7%+28.6%+15.2%+7.6%−10.8%16.1%$4.6B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: XBI 2006 · IXJ 2001

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Biotech ETF · $10.5B$13,100

XBI

IXJ

iShares Global Healthcare ETF · $4.6B$14,393

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

XBIMeasureIXJ

+30.6%Year to dateJan 1 → Nov 4+19.7%

+45.4%1 yearTotal return+28.6%

+34.9%3 years · per year$10,000 became $24,560 · $15,304+15.2%

+5.5%5 years · per year$10,000 became $13,100 · $14,393+7.6%

0.35%Expense ratio$35 · $38 a year on $10k · lower is better0.38%

0.34%Trailing 12-mo yield$34 · $125 a year on $10k1.25%

−14.9%Worst dropSmaller is better−10.8%

29.1%VolatilityLower is calmer16.1%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XBI vs IXJ: Top 5 Holdings

Today

XBI

9.5%in top 5

IXJ

in top 531.6%

XBIStockIXJ

not top 5LLY11.6%

not top 5JNJ6.6%

not top 5ABBV5.2%

not top 5UNH4.1%

not top 5MRK4.0%

2.5%MRNAnot top 5

1.8%EXELnot top 5

1.8%REGNnot top 5

1.8%HALOnot top 5

1.7%UTHRnot top 5

Held in common9.3%

End-of-day Nov 4, 2026 · share of each fund

XBI vs IXJ Returns, Every Period

SPDRXBI

+5.5%

5 years, per year

IXJiShares

+7.6%

5 years, per year

XBIIXJFaded: behind in that period

3–1XBI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

XBI vs IXJ

YTD

SPDRXBI

+30.6%

IXJiShares

+19.7%

+30.6%Year to date+19.7%

−14.9%Worst drop · 1Y−10.8%

29.1%Volatility · 1Y16.1%

0.3%Yield1.2%

$10.5BAssets$4.6B

3–1IXJ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XBI, IXJ

Today

0.35%lowest, XBI

FundExpense ratioFee$10k

XBI0.35%$35

IXJ0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XBI, IXJ

1.25%highest, IXJ

FundTrailing yieldYield$10k

IXJ1.25%$125

XBI0.34%$34

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$87most kept, IXJ

IXJ$125 − $38 = $87

XBI$34 − $35 = −$1

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XBI, IXJ

Today

9.3%most shared, XBI and IXJ

XBIIXJ

XBI—9.3%

IXJ9.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+45.4%XBI, at 29.1% volatility

IXJWorst drop−10.8%16.1% vol

XBIWorst drop−14.9%29.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IXJXBI

+19.7%Year to date+30.6%

1.2%Yield0.3%

+28.6%Past year+45.4%

0.38%Fee0.35%

3–1XBI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026