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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

DFUS vs XBI: how they differ

DFUS and XBI hold 2% of their weight in the same names, and XBI returned more over the year.

Dimensional U.S. Equity Market ETF and State Street(R) SPDR(R) S&P(R) Biotech ETF.

What they hold in common

By the books each fund has filed, DFUS and XBI hold 2% of their money in the same securities at the same weight.

Positions DFUS and XBI both hold, largest shared weight first
HoldingDFUSXBI
ABBVIE INC.0.56%1.04%
AMGEN INC.0.28%1.00%
GILEAD SCIENCES, INC.0.24%0.97%
VERTEX PHARMACEUTICALS INCORPORATED0.16%1.06%
REGENERON PHARMACEUTICALS, INC.0.11%0.96%
ALNYLAM PHARMACEUTICALS, INC.0.07%0.96%
INSMED INCORPORATED0.04%1.08%
BIOGEN INC.0.04%1.03%
NATERA, INC.0.04%1.17%
UNITED THERAPEUTICS CORPORATION0.04%0.93%
REVOLUTION MEDICINES, INC.0.03%1.21%
MODERNA, INC.0.03%1.41%
Largest positions each one holds and the other does not
Only in DFUSOnly in XBI
NVIDIA CORPORATION 6.97%Apogee Therapeutics Inc 1.49%
APPLE INC. 5.86%Rhythm Pharmaceuticals Inc 1.20%
MICROSOFT CORPORATION 4.52%SELLAS Life Sciences Group Inc 1.19%
AMAZON.COM, INC. 3.84%Cytokinetics Inc 1.18%
ALPHABET INC. 3.31%Scholar Rock Holding Corp 1.16%
BROADCOM INC. 2.90%Mirum Pharmaceuticals Inc 1.16%
ALPHABET INC. 2.74%Roivant Sciences Ltd 1.16%
META PLATFORMS, INC. 2.01%Cogent Biosciences Inc 1.15%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Jun 30, 2026.

DFUS and XBI on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
DFUS
Dimensional U.S. Equity Market ETF
XBI
State Street(R) SPDR(R) S&P(R) Biotech ETF
Where it sitsCore index fundCore index fund
IssuerDimensionalState Street
What it isU.S. Equity MarketSPDR S&P Biotech
Total return, 1 year+17.5%+64.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 5000.0 pts+46.5 pts
Expense ratio0.09%0.35%
Already in the S&P 50090.2%8.5%
Holdings2231150

DFUS in plain words

DFUS is an index equity fund tracking the U.S. Equity Market. Over the year to Sep 11, 2026 it returned +17.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year. By its holdings filed for Apr 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 2231 positions, with the top ten at 35.2%.

XBI in plain words

XBI is an index equity fund tracking the SPDR S&P Biotech. Over the year to Sep 11, 2026 it returned +64.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings filed for Jun 30, 2026, 8% of the fund by weight is stocks the S&P 500 also holds, across 150 positions, with the top ten at 13.3%. It sat 9.6% below its high of Feb 8, 2021 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, DFUS or XBI?
In the year to Sep 12, 2026, with distributions reinvested, DFUS returned +17.5% and XBI returned +64.0%, so XBI returned more. One year is one year; the longer windows are in the table.
Which is cheaper, DFUS or XBI?
DFUS charges 0.09% a year and XBI charges 0.35%, so DFUS is cheaper. Fees come from each fund's prospectus.
How much do DFUS and XBI overlap with the S&P 500?
By their latest filed holdings, 90% of DFUS and 8% of XBI by weight is stocks the S&P 500 already holds. Between the two funds, 2% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

DFUS against XBI, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, DFUS against XBI, data as of Sep 12, 2026. https://etfiq.com/compare/any/DFUS-XBI Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources