Data as of Oct 28, 2026.
IBB vs XLE: Differences, Returns & Fees
Over the year to Oct 28, 2026, IBB returned +37.5% to XLE's +61.2%, and XLE charges 0.08% to IBB's 0.44%.
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Net assets on Oct 27, 2026: $11.0bn for iShares Biotechnology ETF and $45.2bn for State Street Energy Select Sector SPDR ETF.
Pair scorecard
XLE costs 0.36 points a year less; their one-year returns differ by 23.7 points; XLE is 4.1 times larger.
| Measure | IBB | XLE |
|---|---|---|
| Return | ||
| Total return, 1 year | +37.5% | +61.2% |
| Benchmark | ||
| What it tracks | Biotech | Energy Select Sector Index |
| Cost and size | ||
| Expense ratio | 0.44% | 0.08% |
| Net assets, as of Oct 27, 2026 | $11.0bn | $45.2bn |
| Active share vs the S&P 500 | 99% | |
| Holdings | ||
| Holdings in common | 0% | |
| Top ten holdings, share of the fund | 50% | 78.1% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Feb 23, 2001 to Oct 23, 2026 · 1,339 weekly returnsXLE returned more: +762.5% to +586.4%. IBB swung slightly less: 24.3% to 27.0%. IBB fell less at its worst: −59.2% to −68.9%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | IBB | XLE | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +586.4% | +762.5% | XLE | Price change plus distributions, reinvested. |
| Annualized | +7.8% | +8.7% | XLE | Total return as a yearly rate. |
| Price return | +557.1% | +332.8% | IBB | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 24.3% | 27.0% | IBB (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 17.2% | 19.3% | IBB | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −59.2% | −68.9% | IBB | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.36 | 0.38 | XLE (slight) | Return above Treasury bills per unit of volatility. |
| Sortino | 0.50 | 0.53 | XLE (slight) | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.13 | 0.13 | IBB (slight) | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,339 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IBB and XLE hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
0% in common
Only in one fund ↓
Side by side
IBB and XLE on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IBB and XLE do different jobs. What does each one do in a portfolio?
- What each follows. IBB follows Biotech and XLE follows Energy Select Sector Index.
- Holdings in common. 0% of the weight is in the same securities (holdings dated Oct 27, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 IBB returned +37.5% and XLE +61.2% with distributions reinvested, a gap of 23.7 points.
Data as of Oct 28, 2026.
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IBB
By weight, 40% of IBB's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 99%. The top ten holdings are 50% of the fund across 245 positions, as published by its issuer for Oct 27, 2026. Over the year to Oct 28, 2026 the fund returned +37.5% with distributions reinvested.
XLE
XLE tracks an index of Energy. Over the year to Oct 28, 2026 it returned +61.2% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 22 positions, with the top ten at 78.1%.
Questions people ask
- Are IBB and XLE in the same category?
- IBB is a thematic ETF and XLE is a stock ETF, so they do different jobs. The table compares what both publish: return, cost and holdings.
- Which returned more over the last year, IBB or XLE?
- In the year to Oct 28, 2026, with distributions reinvested, IBB returned +37.5% and XLE +61.2%.
- Which is cheaper, IBB or XLE?
- XLE is cheaper, by 0.36 percentage points a year. That is about $36 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, IBB against XLE, data as of Oct 28, 2026. https://etfiq.com/compare/any/ibb-vs-xle
ETFIQ. (Oct 28, 2026). IBB against XLE. Retrieved from https://etfiq.com/compare/any/ibb-vs-xle
[IBB against XLE (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/ibb-vs-xle)
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