SPDR S&P Biotech ETF (S&P Biotechnology Select Industry) against iShares U.S. Healthcare ETF (Russell 1000 Health Care RIC 22.5/45 Capped) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| XBI | IYH | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +33.4% | — | — |
| 1Y CAGR | +81.2% | — | — |
| 3Y CAGR | +27.3% | — | — |
| 5Y CAGR | +4.25% | — | — |
| 10Y CAGR | +10.6% | — | — |
| Since inception CAGR | +12.1% | — | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is XBI minus IYH. XBI since-inception measured from first available bar February 6, 2006. Since-inception spans differ — compare that row with care.
| XBI | IYH | |
|---|---|---|
| Name | State Street SPDR S&P Biotech ETF | iShares U.S. Healthcare ETF |
| Category | Health | Health |
| Style | Passive | Passive |
| Expense ratio | 0.35% | — |
| Assets (AUM) | $9.6B | $3.6B |
| Dividend yield | 0.39% | 1.17% |
| Avg volume (3-mo) | 9.1M | 799K |
| Inception | January 31, 2006 | June 12, 2000 |
| Benchmark proxy | S&P 500 | S&P 500 |
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.