SHV vs XBI

iShares Short Treasury Bond ETF vs SPDR S&P Biotech ETF

Quick take
  • SHV has the lower expense ratio at 0.15% vs 0.35% for XBI.
  • SHV pays a higher dividend yield (3.92%).

Side-by-side metrics

MetricSHVXBI
Expense ratio
Annual fee. Lower is better.
0.15%0.35%
Dividend yield
Trailing 12-month yield.
3.92%0.34%
AUM
Assets under management — bigger funds are typically more liquid.
$20.64B$8.30B
YTD return
1.17%12.92%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.011.09
P/E ratio
Last price
$110.14$133.66
Inception
Issuer
iSharesState Street

SHV top holdings

Holdings data unavailable for SHV.

XBI top holdings

Top holdings · XBI
APLSApellis Pharmaceuticals Inc1.87%
RVMDRevolution Medicines Inc Ordinary Shares1.65%
TVTXTravere Therapeutics Inc Ordinary Shares1.62%
ARWRArrowhead Pharmaceuticals Inc1.44%
TWSTTwist Bioscience Corp1.42%
SMMTSummit Therapeutics Inc Ordinary Shares1.40%
ALKSAlkermes PLC1.38%
TGTXTG Therapeutics Inc1.37%
MDGLMadrigal Pharmaceuticals Inc1.36%
BEAMBeam Therapeutics Inc1.32%
Sector breakdown · XBI
Financial Services0.2%
Healthcare99.8%

About SHV

SHV (iShares Short Treasury Bond ETF) is US Treasuries maturing in under 1 year. Managed by iShares, the fund carries $20.6B in assets under management, an expense ratio of 0.15%, a dividend yield of 3.92%.

About XBI

XBI (SPDR S&P Biotech ETF) is Equal-weight biotech stocks in the S&P Biotech Index. Managed by State Street, the fund carries $8.3B in assets under management, an expense ratio of 0.35%, a dividend yield of 0.34%. Its largest holding is Apellis Pharmaceuticals Inc (APLS), which represents 1.9% of the portfolio. Financial Services is the fund's largest sector exposure at 0.2%.