XLV vs IBB.
Health Care Select Sector SPDR Fund (S&P 500 health-care sector) against iShares Biotechnology ETF (NYSE Biotechnology) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| XLV | IBB | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +5.41% | — | — |
| 1Y CAGR | +22.6% | — | — |
| 3Y CAGR | +8.89% | — | — |
| 5Y CAGR | +6.41% | — | — |
| 10Y CAGR | +9.95% | — | — |
| Since inception CAGR | +8.58% | — | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is XLV minus IBB. XLV since-inception measured from first available bar December 22, 1998. Since-inception spans differ — compare that row with care.
| XLV | IBB | |
|---|---|---|
| Name | State Street Health Care Select Sector SPDR ETF | iShares Biotechnology ETF |
| Category | Health | Health |
| Style | Passive | Passive |
| Expense ratio | 0.08% | 0.45% |
| Assets (AUM) | $40.6B | $9.1B |
| Dividend yield | 1.60% | 0.22% |
| Avg volume (3-mo) | 10.5M | 1.6M |
| Inception | December 16, 1998 | February 5, 2001 |
| Benchmark proxy | S&P 500 | S&P 500 |
XLV costs 0.37 pp less per year — about $37.00 per $10,000 invested.
| Shared holding | XLV | IBB | MIN |
|---|---|---|---|
| AMGNAmgen Inc | 3.40% | 7.82% | 3.40% |
| GILDGilead Sciences Inc | 2.73% | 6.83% | 2.73% |
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.