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XBI
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SPDR® S&P Biotech ETF (XBI)

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$90.29
Last Close (24-hour delay)
Profit since last BUY7.17%
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Consider higher Upturn Star rating
BUY since 58 days
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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

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 4.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn 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

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SPDR® S&P Biotech ETF

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record.

reliability logo Management Expertise

SSGA has extensive experience in managing ETFs across various asset classes.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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).