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Upturn AI SWOT - About
SPDR® S&P Biotech ETF (XBI)
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Upturn Advisory Summary
03/27/2025: XBI (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 9.44% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 8277592 | Beta 0.96 | 52 Weeks Range 81.02 - 105.46 | Updated Date 03/28/2025 |
52 Weeks Range 81.02 - 105.46 | Updated Date 03/28/2025 |
Upturn AI SWOT
SPDR® S&P Biotech ETF
ETF Overview
Overview
The SPDRu00ae S&P Biotech ETF (XBI) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Biotechnology Select Industry Index. It focuses on the biotechnology sector, employing a full replication strategy.
Reputation and Reliability
State Street is a well-established and reputable ETF issuer with a long track record in the financial industry.
Management Expertise
State Street has considerable expertise in managing index-tracking ETFs, leveraging its extensive resources and experience.
Investment Objective
Goal
To provide investment results that correspond generally to the total return performance of the S&P Biotechnology Select Industry Index.
Investment Approach and Strategy
Strategy: Tracks the S&P Biotechnology Select Industry Index, a modified equal-weighted index representing the biotechnology sub-industry portion of the S&P Total Market Index.
Composition Primarily holds stocks of biotechnology companies.
Market Position
Market Share: Relatively large market share within the Biotech ETF market.
Total Net Assets (AUM): 7270000000
Competitors
Key Competitors
- iShares Biotechnology ETF (IBB)
- ARK Genomic Revolution ETF (ARKG)
- VanEck Biotech ETF (BBH)
Competitive Landscape
The biotech ETF industry is competitive. XBI's equal-weighting strategy differentiates it from market-cap-weighted ETFs like IBB, potentially offering greater exposure to smaller companies but also increased volatility. ARKG offers an actively managed approach focusing on genomic revolution.
Financial Performance
Historical Performance: Historical performance varies depending on the time frame and overall market conditions, influenced by the volatile nature of the biotech sector.
Benchmark Comparison: Performance closely tracks the S&P Biotechnology Select Industry Index but may deviate slightly due to fees and expenses.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
XBI exhibits high liquidity with a substantial average daily trading volume, making it easy for investors to buy and sell shares.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating low transaction costs.
Market Dynamics
Market Environment Factors
Performance is highly sensitive to FDA approvals, clinical trial results, and regulatory changes within the biotechnology industry.
Growth Trajectory
Growth is tied to the overall health of the biotech sector, innovation in drug development, and market sentiment towards risk.
Moat and Competitive Advantages
Competitive Edge
XBI's primary advantage is its equal-weighted methodology, providing broader exposure to the biotech sector beyond just the largest companies. This can potentially lead to higher returns during periods where smaller biotech firms outperform. However, this approach also introduces more volatility. State Street's established reputation also contributes to its competitive position.
Risk Analysis
Volatility
High volatility due to the inherent risks associated with the biotechnology industry, including clinical trial failures and regulatory hurdles.
Market Risk
Exposure to the biotech sector makes it susceptible to market-wide corrections and industry-specific downturns.
Investor Profile
Ideal Investor Profile
Investors with a high risk tolerance seeking exposure to the biotechnology sector for potential long-term growth.
Market Risk
More suitable for long-term investors willing to accept significant volatility.
Summary
The SPDRu00ae S&P Biotech ETF (XBI) provides exposure to the volatile but potentially rewarding biotechnology sector. Its equal-weighted approach distinguishes it from competitors, potentially benefiting from the growth of smaller biotech companies. Investors should be aware of the high risk and volatility associated with this ETF. XBI is best suited for long-term investors with a high-risk tolerance looking for targeted exposure to the biotech industry.
Similar Companies
- IBB
- BBH
- ARKG
- LABU
- FBT
- SBIO
Sources and Disclaimers
Data Sources:
- State Street Global Advisors
- etf.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® S&P Biotech ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
In seeking to track the performance of the S&P Biotechnology Select Industry Index (the index), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the biotechnology segment of the S&P Total Market Index (S&P TMI).
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