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XBI
+21.61 · +20.89%
$125.08 · NYSE ARCA

SPDR® S&P Biotech ETF (XBI) ETF Analysis | Health

State Street Investment Management · United States
AUM:$8.1B
#– of – in Health ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 44.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is XBI?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
XBI delivered 44.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 16.0% of the ETF — exposure spread across many positions.
ETF Information
AUM$8.1B
Expense Ratio0.35%
Dividend Yield0.36%
Holdings50
Inception DateJan 2006
DomicileUnited States
DistributionQuarterly
Index–
ProviderState Street Investment Management
Beta1.50
CategoryHealth
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+27.5%
1Y
+80.5%
3Y
+105.9%
5Y
+23.6%
OpenBook InsightIf you had invested £10,000 in XBI 5 years ago, it would have grown to £12,365 — a gain of £2,365.

Annual Returns

Calendar year performance

XBI delivered positive returns in 3 of the last 5 calendar years.
YearXBI
2026 YTD+33.6%
2025+33.7%
2024-0.0%
2023+9.5%
2022-28.1%
CAGR 4yr+1.3%
3/5 positive yearsAvg return: +9.7%Worst year: -28.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
31.7%
High
Momentum
+7.6%
30-day change
Support Level
147.31
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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