XLV vs XBI

Both XLV and XBI are ETFs. XLV has a lower 5-year return than XBI (11.04% vs 13.04%). XLV has a lower expense ratio than XBI (0.13% vs 0.35%). Below is the comparison between XLV and XBI.

XBI XLV
Segment Equity: U.S. Biotech Equity: U.S. Health Care
Issuer State Street Global Advisors State Street Global Advisors
Net Assets $5.05B $25.75B
Expense Ratio 0.35% 0.13%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.00% 2.25%
Underlying Index S&P Biotechnology Select Industry Index S&P Health Care Select Sector Index
YTD Return 26.94% 7.38%
1-Year Return 53.35% 20.92%
3-Year Return 11.67% 11.61%
5-Year Return 13.04% 11.04%
10-Year Return 19.78% 15.23%

XLV description

The Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Health Care Select Sector Index. Under normal market conditions, the fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the Index.

XLV performance & returns

YTD Return 7.38%
1-Month Return 2.18%
3-Month Return 3.73%
1-Year Return 20.92%
3-Year Return 11.61%
5-Year Return 11.04%
10-Year Return 15.23%
XLV expense ratio is 0.13%.

XLV holdings

Top 10 Holdings (51.01% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 9.87%
UnitedHealth Group Inc UNH 7.45%
Merck & Co Inc MRK 5.20%
Pfizer Inc PFE 4.84%
AbbVie Inc ABBV 4.61%
Abbott Laboratories ABT 4.31%
Thermo Fisher Scientific Inc TMO 3.81%
Amgen Inc AMGN 3.70%
Eli Lilly and Co LLY 3.68%
Bristol-Myers Squibb Company BMY 3.54%

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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 26.94%
1-Month Return 4.82%
3-Month Return 3.80%
1-Year Return 53.35%
3-Year Return 11.67%
5-Year Return 13.04%
10-Year Return 19.78%
XBI expense ratio is 0.35%.

XBI holdings

Top 10 Holdings (14.35% of Total Assets)

Name Symbol % Assets
Inovio Pharmaceuticals Inc INO 2.03%
Invitae Corp NVTA 1.84%
Novavax Inc NVAX 1.80%
Amicus Therapeutics Inc FOLD 1.35%
OPKO Health Inc OPK 1.35%
Arrowhead Pharmaceuticals Inc ARWR 1.30%
Natera Inc NTRA 1.20%
Alkermes PLC ALKS 1.16%
Alnylam Pharmaceuticals Inc ALNY 1.16%
Esperion Therapeutics Inc ESPR 1.16%

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