BBP vs XBI

Both BBP and XBI are ETFs. BBP has a higher 5-year return than XBI (1.48% vs 0.82%). BBP has a higher expense ratio than XBI (0.79% vs 0.35%). Below is the comparison between BBP and XBI.

BBP XBI
Security Type ETF ETF
Segment Equity: U.S. Biotech Equity: U.S. Biotech
Family Virtus State Street Global Advisors
Net Assets $13.50M $5.73B
Expense Ratio 0.79% 0.35%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.00% 0.23%
Underlying Index LifeSci Biotechnology Products Index S&P Biotechnology Select Industry Index
YTD Return -20.92% -36.50%
1-Year Return -25.26% -44.72%
3-Year Return -0.99% -4.92%
5-Year Return 1.48% 0.82%
10-Year Return 0.00% 10.35%

BBP

BBP description

The Fund seeks investment results that correspond, before fees and expenses, to the price and yield performance of the LifeSci Biotechnology Products Index. The Index seeks to track the performance of the common stock of U.S. exchange-listed biotechnology companies with a primary product offering or product candidate.

BBP performance & returns
YTD Return -20.92%
1-Month Return -3.39%
3-Month Return -8.42%
1-Year Return -25.26%
3-Year Return -0.99%
5-Year Return 1.48%
10-Year Return 0.00%
BBP expense ratio is 0.79%.

BBP holdings

Top 10 Holdings (34.61% of Total Assets)

Name Symbol % Assets
Sage Therapeutics Inc SAGE 4.86%
BeiGene Ltd ADR BGNE 4.34%
Amicus Therapeutics Inc FOLD 3.91%
Ultragenyx Pharmaceutical Inc RARE 3.54%
Blueprint Medicines Corp BPMC 3.51%
Retrophin Inc RTRX 3.17%
Halozyme Therapeutics Inc HALO 2.94%
Insmed Inc INSM 2.90%
United Therapeutics Corp UTHR 2.79%
Seagen Inc Ordinary Shares SGEN 2.65%

BBP pros

None that we could think of.

BBP cons

None that we could think of.

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XBI

XBI description

The Fund seeks to replicate as closely as possible the performance of an index derived from the biotechnology segment of a U.S. total market composite index. The Fund uses a passive management strategy designed to track the total return performance of the S&P Biotechnology Select Industry Index.

XBI performance & returns
YTD Return -36.50%
1-Month Return -6.36%
3-Month Return -20.84%
1-Year Return -44.72%
3-Year Return -4.92%
5-Year Return 0.82%
10-Year Return 10.35%
XBI expense ratio is 0.35%.

XBI holdings

Top 10 Holdings (13.99% of Total Assets)

Name Symbol % Assets
Arrowhead Pharmaceuticals Inc ARWR 1.64%
Mirati Therapeutics Inc MRTX 1.57%
Exact Sciences Corp EXAS 1.55%
Blueprint Medicines Corp BPMC 1.47%
Arcturus Therapeutics Holdings Inc ARCT 1.34%
Amicus Therapeutics Inc FOLD 1.32%
Ultragenyx Pharmaceutical Inc RARE 1.30%
Arena Pharmaceuticals Inc ARNA 1.29%
Fate Therapeutics Inc FATE 1.26%
Sage Therapeutics Inc SAGE 1.25%

XBI pros

The following are XBI strengths from our perspective:

  • XBI 10-year return is 10.72%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 9.72%.
  • XBI 15-year return is 9.96%, which is higher than the 15-year return of the benchmark index (MSCI ACWI NR USD), 5.11%.

XBI cons

The following are XBI weaknesses from our perspective:

  • XBI 3-year return is -4.43%, which is lower than the 3-year return of the benchmark index (MSCI ACWI NR USD), 9.04%.
  • XBI 5-year return is 0.48%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 8.14%.

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