XBI vs. FBIOX
Compare and contrast key facts about SPDR S&P Biotech ETF (XBI) and Fidelity Select Biotechnology Portfolio (FBIOX).
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. FBIOX is managed by Fidelity. It was launched on Dec 16, 1985.
Performance
XBI vs. FBIOX - Performance Comparison
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XBI vs. FBIOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
FBIOX Fidelity Select Biotechnology Portfolio | -3.22% | 36.38% | 7.26% | 10.09% | -15.87% | -12.26% | 38.62% | 36.12% | -10.92% | 27.87% |
Returns By Period
In the year-to-date period, XBI achieves a 4.76% return, which is significantly higher than FBIOX's -3.22% return. Over the past 10 years, XBI has underperformed FBIOX with an annualized return of 9.32%, while FBIOX has yielded a comparatively higher 9.85% annualized return.
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%
FBIOX
- 1D
- 0.08%
- 1M
- -6.89%
- YTD
- -3.22%
- 6M
- 11.54%
- 1Y
- 33.83%
- 3Y*
- 17.53%
- 5Y*
- 3.77%
- 10Y*
- 9.85%
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XBI vs. FBIOX - Expense Ratio Comparison
XBI has a 0.35% expense ratio, which is lower than FBIOX's 0.69% expense ratio.
Return for Risk
XBI vs. FBIOX — Risk / Return Rank
XBI
FBIOX
XBI vs. FBIOX - Risk-Adjusted Trends Comparison
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.
| XBI | FBIOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.02 | 1.35 | +0.67 |
Sortino ratioReturn per unit of downside risk | 2.70 | 1.84 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.24 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 3.72 | 2.10 | +1.63 |
Martin ratioReturn relative to average drawdown | 13.98 | 7.73 | +6.25 |
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 | FBIOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.02 | 1.35 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.15 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.37 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.47 | -0.11 |
Correlation
The correlation between XBI and FBIOX 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
XBI vs. FBIOX - Dividend Comparison
XBI's dividend yield for the trailing twelve months is around 0.34%, less than FBIOX's 2.55% yield.
| 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% |
FBIOX Fidelity Select Biotechnology Portfolio | 2.55% | 2.47% | 1.21% | 0.45% | 0.00% | 14.48% | 19.46% | 8.89% | 11.18% | 1.41% | 3.42% | 6.71% |
Drawdowns
XBI vs. FBIOX - Drawdown Comparison
The maximum XBI drawdown since its inception was -63.89%, smaller than the maximum FBIOX drawdown of -71.98%. Use the drawdown chart below to compare losses from any high point for XBI and FBIOX.
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Drawdown Indicators
| XBI | FBIOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.89% | -71.98% | +8.09% |
Max Drawdown (1Y)Largest decline over 1 year | -13.39% | -12.27% | -1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -55.04% | -44.87% | -10.17% |
Max Drawdown (10Y)Largest decline over 10 years | -63.89% | -48.66% | -15.23% |
Current DrawdownCurrent decline from peak | -26.17% | -7.32% | -18.85% |
Average DrawdownAverage peak-to-trough decline | -20.91% | -23.72% | +2.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 4.05% | -0.34% |
Volatility
XBI vs. FBIOX - Volatility Comparison
SPDR S&P Biotech ETF (XBI) has a higher volatility of 11.60% compared to Fidelity Select Biotechnology Portfolio (FBIOX) at 7.30%. This indicates that XBI's price experiences larger fluctuations and is considered to be riskier than FBIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XBI | FBIOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.60% | 7.30% | +4.30% |
Volatility (6M)Calculated over the trailing 6-month period | 19.25% | 14.68% | +4.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.24% | 23.91% | +5.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.23% | 24.85% | +7.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.15% | 26.38% | +5.77% |