XBI - ETF AI Analysis
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SPDR S&P BIOTECH ETF (XBI)
XBI, the SPDR S&P Biotech ETF, has a solid but not top-tier overall rating, reflecting a mix of strong and weaker biotech holdings. High-quality names like United Therapeutics, Amgen, Biogen, Halozyme, and Exelixis support the fund with robust revenue growth, profitability, and positive momentum, while weaker holdings such as Twist Bioscience and Spyre Therapeutics, which face ongoing losses and bearish trends, weigh on the rating. The main risk factor is the ETF’s concentrated exposure to the volatile biotechnology sector, where regulatory uncertainty, high leverage, and unprofitable early-stage companies can increase risk for investors.
XBI vs. SPDR S&P 500 ETF (SPY)
- AUM
- 10.78B
- Region
- North America
- Expense Ratio
- 0.35%
- Beta
- 0.99
- Issuer
- SPDR
- Inception Date
- Jan 31, 2006
- Dividend Yield
- 0.37%
- Asset Class
- Equity
- Index Tracked
- S&P Biotechnology Select Industry
XBI Summary
XBI is the SPDR S&P Biotech ETF, a fund that follows the S&P Biotechnology Select Industry index and focuses on U.S. biotech companies within the health care sector. It holds a wide mix of firms working on new drugs, gene therapies, and other medical breakthroughs, including well-known names like Moderna and Amgen. Investors might consider XBI if they want growth potential from cutting-edge medical innovation and diversification across many biotech stocks instead of betting on just one company. However, biotech shares can be very volatile, so the ETF’s price can move up and down sharply with news, drug trial results, and overall market conditions.
How much will it cost me?
XBI has an annual expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 you invest. This cost is a bit higher than the average broad-market index ETF because XBI is a more specialized, sector-focused fund that requires more active rebalancing within the biotech industry.
What would affect this ETF?
XBI could benefit if U.S. health care spending grows, regulators approve more new drugs, and leading biotech names like Moderna, AbbVie, and Amgen successfully launch treatments in areas such as gene editing and personalized medicine. On the other hand, it may be hurt by higher interest rates that pressure growth stocks, tighter drug pricing or approval rules in the U.S., and setbacks in clinical trials that can quickly reduce investor confidence across the biotech sector.
XBI Top 10 Holdings
XBI is a pure U.S. biotech play, and its story right now is all about a tug-of-war between rising blue chips and more volatile innovators. Established names like Biogen, Amgen, AbbVie, United Therapeutics, and Exelixis are providing steady, upward pull with resilient results and solid pipelines. Moderna is also climbing again, helping sentiment in the sector. On the flip side, Twist Bioscience and Spyre Therapeutics are lagging, weighed down by ongoing losses and bearish trading action. Thanks to XBI’s equal-weight approach, no single stock dominates, but the fund is clearly concentrated in biotech risk and reward.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MRNA | Moderna | 2.44% | $254.84M | $88.16B | 817.06% | 59Neutral |
 NTRA | Natera | 1.72% | $179.51M | $54.62B | 96.05% | 73Outperform |
 HALO | Halozyme | 1.80% | $187.90M | $14.64B | 94.29% | 73Outperform |
 TWST | Twist Bioscience | 1.54% | $160.88M | $8.50B | 344.41% | 43Neutral |
 BIIB | Biogen | 1.77% | $184.92M | $36.81B | 64.38% | 74Outperform |
 AMGN | Amgen | 1.78% | $186.18M | $251.64B | 55.67% | 77Outperform |
 EXEL | Exelixis | 1.80% | $188.15M | $17.11B | 89.99% | 78Outperform |
 UTHR | United Therapeutics | 1.76% | $184.10M | $25.57B | 37.08% | 79Outperform |
 ABBV | AbbVie | 1.72% | $180.17M | $510.41B | 34.93% | 66Neutral |
 GILD | Gilead Sciences | 1.75% | $183.02M | $211.27B | 37.21% | 78Outperform |
XBI Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XBI, the sentiment is Positive. The current price of 154.97 is above the 20-day moving average (MA) of 151.55, below the 50-day MA of 156.14, and above the 200-day MA of 141.87, indicating a neutral trend. The MACD of 0.08 indicates Negative momentum. The RSI at 52.26 is Neutral, neither overbought nor oversold. The STOCH value of 52.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XBI.
XBI Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| XBI | $154.97 | $164.00(5.83% Upside) | $10.78B | 0.35% | 58Neutral |
 VGT | $115.28 | $158.14(37.18% Upside) | $141.25B | 0.09% | 74Outperform |
 XLK | $176.51 | $240.63(36.32% Upside) | $118.53B | 0.08% | 75Outperform |
 XLV | $184.02 | $197.87(7.53% Upside) | $49.19B | 0.08% | 73Outperform |
 VHT | $340.80 | $382.94(12.36% Upside) | $20.79B | 0.09% | 71Outperform |
 IBB | $215.47 | $267.98(24.37% Upside) | $11.16B | 0.44% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| XBI | SPDR S&P BIOTECH ETF | 154.97 | 46.23 | 42.51% | |
| VGT | Vanguard Information Technology ETF | 115.28 | 18.50 | 19.12% | |
| XLK | Technology Select Sector SPDR Fund | 176.51 | 29.72 | 20.24% | |
| XLV | Health Care Select Sector SPDR Fund | 184.02 | 40.75 | 28.45% | |
| VHT | Vanguard Health Care ETF | 340.80 | 72.95 | 27.24% | |
| IBB | iShares Biotechnology ETF | 215.47 | 57.48 | 36.38% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.