BIOG.L vs. IBB
Compare and contrast key facts about The Biotech Growth Trust plc (BIOG.L) and iShares Nasdaq Biotechnology ETF (IBB).
IBB is a passively managed fund by iShares that tracks the performance of the NASDAQ Biotechnology Index. It was launched on Feb 5, 2001.
Performance
BIOG.L vs. IBB - Performance Comparison
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BIOG.L vs. IBB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIOG.L The Biotech Growth Trust plc | 6.67% | 40.35% | -4.36% | -3.46% | -22.05% | -24.62% | 67.66% | 48.50% | -19.87% | 12.06% |
IBB iShares Nasdaq Biotechnology ETF | 2.54% | 18.86% | -0.71% | -1.43% | -3.43% | 1.91% | 22.31% | 20.65% | -4.17% | 10.61% |
Different Trading Currencies
BIOG.L is traded in GBp, while IBB is traded in USD. To make them comparable, the IBB values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, BIOG.L achieves a 6.67% return, which is significantly higher than IBB's 2.54% return. Both investments have delivered pretty close results over the past 10 years, with BIOG.L having a 7.69% annualized return and IBB not far behind at 7.68%.
BIOG.L
- 1D
- 1.59%
- 1M
- 1.19%
- YTD
- 6.67%
- 6M
- 24.88%
- 1Y
- 71.12%
- 3Y*
- 17.80%
- 5Y*
- -2.60%
- 10Y*
- 7.69%
IBB
- 1D
- 0.53%
- 1M
- -1.00%
- YTD
- 2.54%
- 6M
- 16.70%
- 1Y
- 33.61%
- 3Y*
- 7.32%
- 5Y*
- 3.49%
- 10Y*
- 7.68%
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Return for Risk
BIOG.L vs. IBB — Risk / Return Rank
BIOG.L
IBB
BIOG.L vs. IBB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Biotech Growth Trust plc (BIOG.L) and iShares Nasdaq Biotechnology ETF (IBB). 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.
| BIOG.L | IBB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.45 | 1.43 | +1.02 |
Sortino ratioReturn per unit of downside risk | 2.92 | 1.99 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.26 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 5.83 | 2.84 | +2.99 |
Martin ratioReturn relative to average drawdown | 17.13 | 7.70 | +9.43 |
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
| BIOG.L | IBB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.45 | 1.43 | +1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.17 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.33 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.54 | -0.18 |
Correlation
The correlation between BIOG.L and IBB is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BIOG.L vs. IBB - Dividend Comparison
BIOG.L has not paid dividends to shareholders, while IBB's dividend yield for the trailing twelve months is around 0.23%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIOG.L The Biotech Growth Trust plc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IBB iShares Nasdaq Biotechnology ETF | 0.23% | 0.23% | 0.29% | 0.26% | 0.31% | 0.21% | 0.21% | 0.33% | 0.20% | 0.30% | 0.19% | 0.03% |
Drawdowns
BIOG.L vs. IBB - Drawdown Comparison
The maximum BIOG.L drawdown since its inception was -85.07%, which is greater than IBB's maximum drawdown of -34.09%. Use the drawdown chart below to compare losses from any high point for BIOG.L and IBB.
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Drawdown Indicators
| BIOG.L | IBB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.07% | -62.85% | -22.22% |
Max Drawdown (1Y)Largest decline over 1 year | -15.76% | -11.65% | -4.11% |
Max Drawdown (5Y)Largest decline over 5 years | -57.68% | -39.82% | -17.86% |
Max Drawdown (10Y)Largest decline over 10 years | -64.29% | -39.82% | -24.47% |
Current DrawdownCurrent decline from peak | -26.27% | -4.16% | -22.11% |
Average DrawdownAverage peak-to-trough decline | -36.80% | -21.30% | -15.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.32% | 3.27% | +1.05% |
Volatility
BIOG.L vs. IBB - Volatility Comparison
The Biotech Growth Trust plc (BIOG.L) has a higher volatility of 9.89% compared to iShares Nasdaq Biotechnology ETF (IBB) at 7.67%. This indicates that BIOG.L's price experiences larger fluctuations and is considered to be riskier than IBB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIOG.L | IBB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.89% | 7.67% | +2.22% |
Volatility (6M)Calculated over the trailing 6-month period | 21.07% | 13.93% | +7.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.94% | 23.77% | +5.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.36% | 20.89% | +5.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.39% | 23.41% | +3.98% |