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State Street Investment ManagementHealthXBI · NYSE Arca

State Street SPDR S&P Biotech ETF (XBI)

Price
$156.20
11 Sept 2026
Assets
$11.4B
Total net assets
Expense ratio
0.35%
Category 1.00%
Yield
0.35%
Trailing distributions
3Y CAGR
25.9%+12.3%
Category 13.5%
5Y CAGR
3.6%+1.7%
Category 1.9%
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State Street SPDR S&P Biotech ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-2.0%+16.9%+28.3%+28.2%+64.0%+25.9%+3.6%+10.0%+11.9%
Health average-1.4%12.4%20.6%14.7%31.2%13.5%1.9%9.5%10.7%
Difference-0.6%+4.4%+7.8%+13.6%+32.8%+12.3%+1.7%+0.5%+1.2%

Holdings

The 10 largest positions make up 15.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
MRNAModerna Inc2.81%
TWSTTwist Bioscience Corp1.89%
APGEApogee Therapeutics Inc1.50%
KYMRKymera Therapeutics Inc Ordinary Shares1.40%
HALOHalozyme Therapeutics Inc1.39%
NTRANatera Inc1.37%
PRAXPraxis Precision Medicines Inc Ordinary Shares1.34%
ORKAOruka Therapeutics Inc1.33%
RVMDRevolution Medicines Inc Ordinary Shares1.31%
TVTXTravere Therapeutics Inc Ordinary Shares1.30%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
P/B
4.9
P/S
8.2
P/CF

Sector allocation

Share of the equity the fund holds.

99.3%Health care2 sectors
  1. Health care99.3%
  2. Financial services0.7%

Asset mix

  • Stocks100.0%
  • Cash0.0%

ETF details

Issuer
State Street Investment Management
Category
Equity · Health
Ticker
XBI
Exchange
NYSE Arca
Inception
31 Jan 2006 (20.6 years)
Structure
Exchange Traded Fund
Expense ratio
0.35% (category 1.00%)
Holdings turnover
71% (category 51%)
Distribution yield
0.35%
Beta, 3 years
1.12
Total net assets
$11.4B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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