BBC vs. XBI
Compare and contrast key facts about Virtus LifeSci Biotech Clinical Trials ETF (BBC) and SPDR S&P Biotech ETF (XBI).
BBC and XBI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBC is a passively managed fund by Virtus Investment Partners that tracks the performance of the LifeSci Biotechnology Clinical Trials Index. It was launched on Dec 16, 2014. XBI is a passively managed fund by State Street that tracks the performance of the S&P Biotechnology Select Industry Index. It was launched on Feb 6, 2006. Both BBC and XBI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BBC vs. XBI - Performance Comparison
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BBC vs. XBI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBC Virtus LifeSci Biotech Clinical Trials ETF | 7.95% | 63.77% | -1.11% | -1.80% | -35.13% | -22.31% | 30.32% | 63.81% | -18.29% | 57.85% |
XBI SPDR S&P Biotech ETF | 4.76% | 35.89% | 1.01% | 7.60% | -25.87% | -20.45% | 48.33% | 32.56% | -15.28% | 43.77% |
Returns By Period
In the year-to-date period, BBC achieves a 7.95% return, which is significantly higher than XBI's 4.76% return. Over the past 10 years, BBC has underperformed XBI with an annualized return of 8.41%, while XBI has yielded a comparatively higher 9.32% annualized return.
BBC
- 1D
- 7.67%
- 1M
- -1.98%
- YTD
- 7.95%
- 6M
- 55.07%
- 1Y
- 141.32%
- 3Y*
- 25.09%
- 5Y*
- -3.63%
- 10Y*
- 8.41%
XBI
- 1D
- 7.53%
- 1M
- 0.28%
- YTD
- 4.76%
- 6M
- 27.90%
- 1Y
- 58.08%
- 3Y*
- 19.00%
- 5Y*
- -1.29%
- 10Y*
- 9.32%
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BBC vs. XBI - Expense Ratio Comparison
BBC has a 0.79% expense ratio, which is higher than XBI's 0.35% expense ratio.
Return for Risk
BBC vs. XBI — Risk / Return Rank
BBC
XBI
BBC vs. XBI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus LifeSci Biotech Clinical Trials ETF (BBC) and SPDR S&P Biotech ETF (XBI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BBC | XBI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.52 | 2.02 | +1.50 |
Sortino ratioReturn per unit of downside risk | 3.86 | 2.70 | +1.16 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.34 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 6.54 | 3.72 | +2.82 |
Martin ratioReturn relative to average drawdown | 25.10 | 13.98 | +11.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBC | XBI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.52 | 2.02 | +1.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | -0.04 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.29 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.36 | -0.24 |
Correlation
The correlation between BBC and XBI is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BBC vs. XBI - Dividend Comparison
BBC's dividend yield for the trailing twelve months is around 1.57%, more than XBI's 0.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBC Virtus LifeSci Biotech Clinical Trials ETF | 1.57% | 1.70% | 1.00% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.09% | 0.00% | 0.51% |
XBI SPDR S&P Biotech ETF | 0.34% | 0.37% | 0.15% | 0.02% | 0.00% | 0.04% | 0.20% | 0.00% | 0.28% | 0.24% | 0.26% | 0.61% |
Drawdowns
BBC vs. XBI - Drawdown Comparison
The maximum BBC drawdown since its inception was -76.85%, which is greater than XBI's maximum drawdown of -63.89%. Use the drawdown chart below to compare losses from any high point for BBC and XBI.
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Drawdown Indicators
| BBC | XBI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.85% | -63.89% | -12.96% |
Max Drawdown (1Y)Largest decline over 1 year | -18.03% | -13.39% | -4.64% |
Max Drawdown (5Y)Largest decline over 5 years | -72.58% | -55.04% | -17.54% |
Max Drawdown (10Y)Largest decline over 10 years | -76.85% | -63.89% | -12.96% |
Current DrawdownCurrent decline from peak | -30.71% | -26.17% | -4.54% |
Average DrawdownAverage peak-to-trough decline | -37.30% | -20.91% | -16.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.05% | 3.71% | +1.34% |
Volatility
BBC vs. XBI - Volatility Comparison
Virtus LifeSci Biotech Clinical Trials ETF (BBC) has a higher volatility of 13.21% compared to SPDR S&P Biotech ETF (XBI) at 11.60%. This indicates that BBC's price experiences larger fluctuations and is considered to be riskier than XBI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBC | XBI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.21% | 11.60% | +1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 26.93% | 19.25% | +7.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.92% | 29.24% | +11.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.30% | 32.23% | +7.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.86% | 32.15% | +5.71% |