XBI vs. FBIOX

In the year-to-date period, XBI achieves a -13.85% return, which is significantly lower than FBIOX's -9.87% return. Over the past 10 years, XBI has outperformed FBIOX with an annualized return of 0.25%, while FBIOX has yielded a comparatively lower -3.50% annualized return.

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XBI has a 0.35% expense ratio, which is lower than FBIOX's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Biotech ETF (XBI) and Fidelity Select Biotechnology Portfolio (FBIOX). 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.

The current XBI Sharpe Ratio is -0.58, which is lower than the FBIOX Sharpe Ratio of -0.32. The chart below compares the historical Sharpe Ratios of XBI and FBIOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

XBI's dividend yield for the trailing twelve months is around 0.18%, less than FBIOX's 1.34% yield.

The maximum XBI drawdown since its inception was -63.89%, smaller than the maximum FBIOX drawdown of -71.96%. Use the drawdown chart below to compare losses from any high point for XBI and FBIOX. For additional features, visit the drawdowns tool.

SPDR S&P Biotech ETF (XBI) and Fidelity Select Biotechnology Portfolio (FBIOX) have volatilities of 10.60% and 11.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.