Which returned more over the last year, SHV or XBI?

In the year to Sep 13, 2026, with distributions reinvested, SHV returned +3.6% and XBI returned +64.0%, so XBI returned more. One year is one year; the longer windows are in the table.

Which is cheaper, SHV or XBI?

SHV charges 0.15% a year and XBI charges 0.35%, so SHV is cheaper. Fees come from each fund's prospectus.

Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

SHV vs XBI: how they differ

SHV and XBI hold 0% of their weight in the same names, and XBI returned more over the year.

iShares 0-1 Year Treasury Bond ETF and State Street(R) SPDR(R) S&P(R) Biotech ETF.

What they hold in common

By the books each fund has filed, SHV and XBI hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in SHV	Only in XBI
BLK CSH FND TREASURY SL AGENCY 1.04%	MODERNA INC 2.87%
TREASURY NOTE 0.47%	TWIST BIOSCIENCE CORP 1.81%
TREASURY BILL 0.06%	HALOZYME THERAPEUTICS INC 1.47%
	NATERA INC 1.46%
	KYMERA THERAPEUTICS INC 1.45%
	TRAVERE THERAPEUTICS INC 1.40%
	ROIVANT SCIENCES LTD 1.39%
	ORUKA THERAPEUTICS INC 1.38%

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 Sep 10, 2026.

SHV and XBI on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
	SHV iShares 0-1 Year Treasury Bond ETF	XBI State Street(R) SPDR(R) S&P(R) Biotech ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	State Street
What it is	0-1 Year Treasury Bond	SPDR S&P Biotech
Total return, 1 year	+3.6%	+64.0%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−13.9 pts	+46.5 pts
Expense ratio	0.15%	0.35%
Holdings	66	154

SHV in plain words

SHV is a bond fund tracking the 0-1 Year Treasury Bond. Over the year to Sep 11, 2026 it returned +3.6% 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.

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 Sep 10, 2026, 8% of the fund by weight is stocks the S&P 500 also holds, across 154 positions, with the top ten at 15.9%. 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, SHV or XBI?: In the year to Sep 13, 2026, with distributions reinvested, SHV returned +3.6% and XBI returned +64.0%, so XBI returned more. One year is one year; the longer windows are in the table.
Which is cheaper, SHV or XBI?: SHV charges 0.15% a year and XBI charges 0.35%, so SHV is cheaper. Fees come from each fund's prospectus.

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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.

SHV against XBI, ETFIQ, data as of Sep 13, 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, SHV against XBI, data as of Sep 13, 2026. https://etfiq.com/compare/any/shv-vs-xbi Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources