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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

IWO vs XBI: how they differ

IWO and XBI hold 14% of their weight in the same names, and XBI returned more over the year.

iShares Russell 2000 Growth ETF and State Street(R) SPDR(R) S&P(R) Biotech ETF.

What they hold in common

By the books each fund has filed, IWO and XBI hold 14% of their money in the same securities at the same weight.

Positions IWO and XBI both hold, largest shared weight first
HoldingIWOXBI
Krystal Biotech, Inc.0.58%1.10%
Praxis Precision Medicines, Inc.0.51%1.29%
TG Therapeutics, Inc.0.48%1.09%
Protagonist Therapeutics, Inc.0.45%1.08%
Nuvalent, Inc.0.40%0.93%
Spyre Therapeutics, Inc.0.40%1.10%
Cogent Biosciences, Inc.0.39%1.15%
Twist Bioscience Corp.0.38%1.41%
Rhythm Pharmaceuticals, Inc.0.37%1.20%
Apogee Therapeutics, Inc.0.36%1.49%
Kymera Therapeutics, Inc.0.36%1.36%
Scholar Rock Holding Corp.0.35%1.16%
Largest positions each one holds and the other does not
Only in IWOOnly in XBI
Moog, Inc. 0.73%Moderna Inc 1.41%
BrightSpring Health Services, Inc. 0.68%Viking Therapeutics Inc 1.31%
MaxLinear, Inc. 0.67%Revolution Medicines Inc 1.21%
Argan, Inc. 0.66%Natera Inc 1.17%
JFrog Ltd. 0.60%Roivant Sciences Ltd 1.16%
ESCO Technologies, Inc. 0.56%Alkermes PLC 1.11%
FirstCash Holdings, Inc. 0.54%Insmed Inc 1.08%
D-Wave Quantum, Inc. 0.53%Arrowhead Pharmaceuticals Inc 1.07%

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.

IWO and XBI on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IWO
iShares Russell 2000 Growth ETF
XBI
State Street(R) SPDR(R) S&P(R) Biotech ETF
Where it sitsCore index fundCore index fund
IssueriSharesState Street
What it isRussell 2000 GrowthSPDR S&P Biotech
Total return, 1 year+17.0%+64.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−0.5 pts+46.5 pts
Expense ratio0.24%0.35%
Already in the S&P 5000.0%8.5%
Holdings1133150

IWO in plain words

IWO is an index equity fund tracking the Russell 2000 Growth. Over the year to Sep 11, 2026 it returned +17.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.24% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1133 positions, with the top ten at 6.1%. It sat 7.1% below its high of Aug 14, 2026 on Sep 11, 2026.

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, IWO or XBI?
In the year to Sep 12, 2026, with distributions reinvested, IWO returned +17.0% and XBI returned +64.0%, so XBI returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IWO or XBI?
IWO charges 0.24% a year and XBI charges 0.35%, so IWO is cheaper. Fees come from each fund's prospectus.
How much do IWO and XBI overlap with the S&P 500?
By their latest filed holdings, 0% of IWO and 8% of XBI by weight is stocks the S&P 500 already holds. Between the two funds, 14% 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.

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

A comparison is not a recommendation. Standards and sources