XBI vs. ETIHX
Compare and contrast key facts about SPDR S&P Biotech ETF (XBI) and Eventide Healthcare & Life Sciences Fund (ETIHX).
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. ETIHX is managed by Eventide Funds. It was launched on Dec 26, 2012.
Performance
XBI vs. ETIHX - Performance Comparison
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XBI vs. ETIHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ETIHX Eventide Healthcare & Life Sciences Fund | -4.72% | 56.73% | -10.13% | 11.01% | -19.62% | -16.87% | 37.12% | 58.74% | -0.27% | 45.83% |
Returns By Period
In the year-to-date period, XBI achieves a 5.43% return, which is significantly higher than ETIHX's -4.72% return. Over the past 10 years, XBI has underperformed ETIHX with an annualized return of 9.39%, while ETIHX has yielded a comparatively higher 12.95% annualized return.
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%
ETIHX
- 1D
- 6.18%
- 1M
- -2.47%
- YTD
- -4.72%
- 6M
- 20.62%
- 1Y
- 66.40%
- 3Y*
- 14.82%
- 5Y*
- 1.31%
- 10Y*
- 12.95%
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XBI vs. ETIHX - Expense Ratio Comparison
XBI has a 0.35% expense ratio, which is lower than ETIHX's 1.30% expense ratio.
Return for Risk
XBI vs. ETIHX — Risk / Return Rank
XBI
ETIHX
XBI vs. ETIHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Biotech ETF (XBI) and Eventide Healthcare & Life Sciences Fund (ETIHX). 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.
| XBI | ETIHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.28 | 2.33 | -0.05 |
Sortino ratioReturn per unit of downside risk | 2.99 | 3.06 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.39 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 4.41 | 4.26 | +0.15 |
Martin ratioReturn relative to average drawdown | 16.21 | 14.67 | +1.54 |
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
| XBI | ETIHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.28 | 2.33 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.05 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.46 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.52 | -0.16 |
Correlation
The correlation between XBI and ETIHX is 0.92, 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
XBI vs. ETIHX - Dividend Comparison
XBI's dividend yield for the trailing twelve months is around 0.34%, while ETIHX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ETIHX Eventide Healthcare & Life Sciences Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 10.78% | 3.49% | 2.08% | 7.33% | 1.28% | 0.00% | 1.22% |
Drawdowns
XBI vs. ETIHX - Drawdown Comparison
The maximum XBI drawdown since its inception was -63.89%, which is greater than ETIHX's maximum drawdown of -55.11%. Use the drawdown chart below to compare losses from any high point for XBI and ETIHX.
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Drawdown Indicators
| XBI | ETIHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.89% | -55.11% | -8.78% |
Max Drawdown (1Y)Largest decline over 1 year | -13.39% | -12.50% | -0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -55.04% | -49.49% | -5.55% |
Max Drawdown (10Y)Largest decline over 10 years | -63.89% | -55.11% | -8.78% |
Current DrawdownCurrent decline from peak | -25.70% | -7.09% | -18.61% |
Average DrawdownAverage peak-to-trough decline | -20.91% | -18.17% | -2.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.65% | 3.79% | -0.14% |
Volatility
XBI vs. ETIHX - Volatility Comparison
SPDR S&P Biotech ETF (XBI) has a higher volatility of 11.31% compared to Eventide Healthcare & Life Sciences Fund (ETIHX) at 10.04%. This indicates that XBI's price experiences larger fluctuations and is considered to be riskier than ETIHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XBI | ETIHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.31% | 10.04% | +1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 19.25% | 17.34% | +1.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.95% | 26.36% | +2.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.23% | 27.84% | +4.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.15% | 28.46% | +3.69% |