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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

IBB vs SPHQ: how they differ

IBB and SPHQ hold 3% of their weight in the same names, and IBB returned more over the year.

iShares Biotechnology ETF and Invesco S&P 500 Quality ETF.

What they hold in common

By the books each fund has filed, IBB and SPHQ hold 3% of their money in the same securities at the same weight.

Positions IBB and SPHQ both hold, largest shared weight first
HoldingIBBSPHQ
Gilead Sciences, Inc.6.85%2.28%
Incyte Corp.1.75%0.21%
Bio-Techne Corp.0.86%0.09%
Largest positions each one holds and the other does not
Only in IBBOnly in SPHQ
Vertex Pharmaceuticals, Inc. 8.09%Costco Wholesale Corp. 4.82%
Amgen, Inc. 7.84%Visa Inc. 4.69%
Regeneron Pharmaceuticals, Inc. 4.91%Apple Inc. 4.51%
Argenx SE 3.76%Mastercard Inc. 4.32%
Alnylam Pharmaceuticals, Inc. 3.12%General Electric Co. 4.16%
Natera, Inc. 2.89%Lam Research Corp. 4.10%
Revolution Medicines, Inc. 2.78%Caterpillar Inc. 3.78%
Biogen, Inc. 2.47%Cisco Systems, Inc. 3.54%

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.

IBB and SPHQ on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IBB
iShares Biotechnology ETF
SPHQ
Invesco S&P 500 Quality ETF
Where it sitsCore index fundCore index fund
IssueriSharesInvesco
What it isBiotechnologyS&P 500 Quality
Total return, 1 year+41.5%+17.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+24.0 pts−0.1 pts
Expense ratio0.44%0.15%
Already in the S&P 50035.6%99.9%
Holdings24899

IBB in plain words

IBB is an index equity fund tracking the Biotechnology. Over the year to Sep 11, 2026 it returned +41.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.44% a year. By its holdings filed for Jun 30, 2026, 36% of the fund by weight is stocks the S&P 500 also holds, across 248 positions, with the top ten at 44.8%. It sat 6.5% below its high of Aug 19, 2026 on Sep 11, 2026.

SPHQ in plain words

SPHQ is an index equity fund tracking the S&P 500 Quality. Over the year to Sep 11, 2026 it returned +17.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Apr 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 99 positions, with the top ten at 40.7%. It sat 6.1% below its high of Jun 30, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, IBB or SPHQ?
In the year to Sep 12, 2026, with distributions reinvested, IBB returned +41.5% and SPHQ returned +17.4%, so IBB returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IBB or SPHQ?
IBB charges 0.44% a year and SPHQ charges 0.15%, so SPHQ is cheaper. Fees come from each fund's prospectus.
How much do IBB and SPHQ overlap with the S&P 500?
By their latest filed holdings, 36% of IBB and 100% of SPHQ by weight is stocks the S&P 500 already holds. Between the two funds, 3% 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.

IBB against SPHQ, 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, IBB against SPHQ, data as of Sep 12, 2026. https://etfiq.com/compare/any/IBB-SPHQ Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources