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Upturn AI SWOT - About
SPDR® S&P Biotech ETF (XBI)
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Upturn Advisory Summary
08/28/2025: XBI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 21.42% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.8 | 52 Weeks Range 66.65 - 105.45 | Updated Date 06/30/2025 |
52 Weeks Range 66.65 - 105.45 | Updated Date 06/30/2025 |
Upturn AI SWOT
SPDR® S&P Biotech ETF
ETF Overview
Overview
The SPDRu00ae S&P Biotech ETF (XBI) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Biotechnology Select Industry Index. It provides exposure to the biotechnology sector of the S&P Total Market Index.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record.
Management Expertise
SSGA has extensive experience in managing ETFs across various asset classes.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Biotechnology Select Industry Index.
Investment Approach and Strategy
Strategy: Tracks the S&P Biotechnology Select Industry Index.
Composition Primarily holds stocks of biotechnology companies within the S&P Total Market Index.
Market Position
Market Share: XBI has a significant market share in the biotech ETF segment, although other competitors exist.
Total Net Assets (AUM): 7170000000
Competitors
Key Competitors
- iShares Biotechnology ETF (IBB)
- ARK Genomic Revolution ETF (ARKG)
- First Trust NYSE Arca Biotechnology Index Fund (FBT)
Competitive Landscape
The biotech ETF industry is competitive. XBI benefits from its equal-weight strategy, providing broader exposure than market-cap weighted competitors like IBB. ARKG offers a more concentrated, actively managed approach. FBT uses a modified market-cap weighted approach to limit over-concentration.
Financial Performance
Historical Performance: Historical performance varies depending on market conditions. Refer to official fund factsheets for up-to-date performance figures.
Benchmark Comparison: The ETF's performance is designed to track the S&P Biotechnology Select Industry Index; deviations may occur due to fees and tracking error.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
XBI generally exhibits high average trading volume, making it relatively liquid for investors.
Bid-Ask Spread
XBI typically has a tight bid-ask spread, indicating lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, regulatory changes affecting the biotech industry, and the overall market sentiment towards growth stocks significantly impact XBI.
Growth Trajectory
XBI's growth is closely tied to the biotech sector's innovation, FDA approvals, and overall market conditions, reflecting the inherent volatility and growth potential.
Moat and Competitive Advantages
Competitive Edge
XBI's equal-weighting methodology differentiates it, providing broader exposure to smaller biotech companies compared to market-cap weighted ETFs. This approach can lead to higher potential returns but also increased volatility. Its established presence and brand recognition also contribute to its competitive advantage. Its large AUM contributes to greater liquidity.
Risk Analysis
Volatility
The biotechnology sector is inherently volatile, and XBI's price can fluctuate significantly.
Market Risk
XBI is exposed to risks specific to the biotechnology industry, including regulatory hurdles, clinical trial failures, and competition from other companies.
Investor Profile
Ideal Investor Profile
Investors with a high risk tolerance seeking exposure to the biotechnology sector for potential long-term growth are suitable for XBI.
Market Risk
XBI is suitable for long-term investors and active traders who understand the risks and potential rewards of investing in the biotechnology sector.
Summary
The SPDRu00ae S&P Biotech ETF (XBI) provides exposure to the biotechnology sector through an equal-weighted approach. This strategy offers diversification among smaller biotech companies but introduces greater volatility. It is suitable for investors with a high risk tolerance seeking long-term growth. XBI's performance is closely tied to the biotech industry's innovation and regulatory landscape, making it a potentially rewarding but risky investment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® S&P Biotech ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
In seeking to track the performance of the S&P Biotechnology Select Industry Index (the index), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the biotechnology segment of the S&P Total Market Index (S&P TMI).
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.