Get the weekly note

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 XOVR: how they differ

IBB and XOVR hold 5% of their weight in the same names, and IBB returned more over the year.

iShares Biotechnology ETF and ERShares Private-Public Crossover ETF.

What they hold in common

By the books each fund has filed, IBB and XOVR hold 5% of their money in the same securities at the same weight.

Positions IBB and XOVR both hold, largest shared weight first
HoldingIBBXOVR
Natera, Inc.2.89%3.70%
Exelixis, Inc.1.03%1.89%
Medpace Holdings, Inc.0.95%1.67%
Tempus AI, Inc.0.48%2.06%
Largest positions each one holds and the other does not
Only in IBBOnly in XOVR
Vertex Pharmaceuticals, Inc. 8.09%Nvidia Corp 9.48%
Amgen, Inc. 7.84%Astera Labs Inc 7.75%
Gilead Sciences, Inc. 6.85%Alphabet Inc 6.53%
Regeneron Pharmaceuticals, Inc. 4.91%Meta Platforms Inc 4.47%
Argenx SE 3.76%Applovin Corp 3.95%
Alnylam Pharmaceuticals, Inc. 3.12%Robinhood Markets Inc 3.56%
Revolution Medicines, Inc. 2.78%Veeva Systems Inc 3.17%
Biogen, Inc. 2.47%Reddit Inc 2.78%

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 Jun 30, 2026.

IBB and XOVR on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IBB
iShares Biotechnology ETF
XOVR
ERShares Private-Public Crossover ETF
Where it sitsCore index fundCore index fund
IssueriSharesERShares
What it isBiotechnologyPrivate-Public Crossover
Total return, 1 year+41.5%0.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+24.0 pts−17.5 pts
Expense ratio0.44%0.75%
Already in the S&P 50035.6%43.4%
Holdings24832

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.

XOVR in plain words

XOVR is an index equity fund tracking the Private-Public Crossover. Over the year to Sep 11, 2026 it returned 0.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.75% a year. By its holdings filed for Jun 30, 2026, 43% of the fund by weight is stocks the S&P 500 also holds, across 32 positions, with the top ten at 63.1%. It sat 4.2% below its high of Oct 27, 2025 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, IBB or XOVR?
In the year to Sep 12, 2026, with distributions reinvested, IBB returned +41.5% and XOVR returned 0.0%, so IBB returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IBB or XOVR?
IBB charges 0.44% a year and XOVR charges 0.75%, so IBB is cheaper. Fees come from each fund's prospectus.
How much do IBB and XOVR overlap with the S&P 500?
By their latest filed holdings, 36% of IBB and 43% of XOVR by weight is stocks the S&P 500 already holds. Between the two funds, 5% of their books are the same securities at the same weight.

Other comparisons

Where to next

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

A comparison is not a recommendation. Standards and sources