FBIOX vs. XBI
Compare and contrast key facts about Fidelity Select Biotechnology Portfolio (FBIOX) and SPDR S&P Biotech ETF (XBI).
FBIOX is managed by Fidelity. It was launched on Dec 16, 1985. 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.
Performance
FBIOX vs. XBI - Performance Comparison
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FBIOX vs. XBI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBIOX Fidelity Select Biotechnology Portfolio | 2.11% | 36.38% | 7.26% | 10.09% | -15.87% | -12.26% | 38.62% | 36.12% | -10.92% | 27.87% |
XBI SPDR S&P Biotech ETF | 5.43% | 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, FBIOX achieves a 2.11% return, which is significantly lower than XBI's 5.43% return. Over the past 10 years, FBIOX has outperformed XBI with an annualized return of 10.44%, while XBI has yielded a comparatively lower 9.39% annualized return.
FBIOX
- 1D
- 5.51%
- 1M
- -1.00%
- YTD
- 2.11%
- 6M
- 15.61%
- 1Y
- 46.30%
- 3Y*
- 19.65%
- 5Y*
- 4.79%
- 10Y*
- 10.44%
XBI
- 1D
- 0.64%
- 1M
- 1.58%
- YTD
- 5.43%
- 6M
- 27.21%
- 1Y
- 65.07%
- 3Y*
- 19.25%
- 5Y*
- -1.16%
- 10Y*
- 9.39%
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FBIOX vs. XBI - Expense Ratio Comparison
FBIOX has a 0.69% expense ratio, which is higher than XBI's 0.35% expense ratio.
Return for Risk
FBIOX vs. XBI — Risk / Return Rank
FBIOX
XBI
FBIOX vs. XBI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Biotechnology Portfolio (FBIOX) 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.
| FBIOX | XBI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.70 | 2.28 | -0.58 |
Sortino ratioReturn per unit of downside risk | 2.26 | 2.99 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.38 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.86 | 4.41 | -1.55 |
Martin ratioReturn relative to average drawdown | 11.00 | 16.21 | -5.21 |
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
| FBIOX | XBI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.70 | 2.28 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | -0.04 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.29 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.36 | +0.12 |
Correlation
The correlation between FBIOX and XBI is 0.95, 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
FBIOX vs. XBI - Dividend Comparison
FBIOX's dividend yield for the trailing twelve months is around 2.42%, more than XBI's 0.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBIOX Fidelity Select Biotechnology Portfolio | 2.42% | 2.47% | 1.21% | 0.45% | 0.00% | 14.48% | 19.46% | 8.89% | 11.18% | 1.41% | 3.42% | 6.71% |
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
FBIOX vs. XBI - Drawdown Comparison
The maximum FBIOX drawdown since its inception was -71.98%, which is greater than XBI's maximum drawdown of -63.89%. Use the drawdown chart below to compare losses from any high point for FBIOX and XBI.
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Drawdown Indicators
| FBIOX | XBI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.98% | -63.89% | -8.09% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -13.39% | +1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -44.87% | -55.04% | +10.17% |
Max Drawdown (10Y)Largest decline over 10 years | -48.66% | -63.89% | +15.23% |
Current DrawdownCurrent decline from peak | -2.21% | -25.70% | +23.49% |
Average DrawdownAverage peak-to-trough decline | -23.72% | -20.91% | -2.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 3.65% | -0.08% |
Volatility
FBIOX vs. XBI - Volatility Comparison
The current volatility for Fidelity Select Biotechnology Portfolio (FBIOX) is 9.24%, while SPDR S&P Biotech ETF (XBI) has a volatility of 11.31%. This indicates that FBIOX experiences smaller price fluctuations and is considered to be less risky 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
| FBIOX | XBI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.24% | 11.31% | -2.07% |
Volatility (6M)Calculated over the trailing 6-month period | 15.54% | 19.25% | -3.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.47% | 28.95% | -4.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.93% | 32.23% | -7.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.43% | 32.15% | -5.72% |