XBI
SPDR S&P Biotech ETFXBI Fund Description
XBI tracks an equal-weighted index of US biotechnology stocks.
XBI Factset Analytics Insight
XBI provides exposure to one of the broadest portfolios among US biotech ETFs. The fund equal-weights its portfolio, which in turn emphasizes small- and micro-caps and greatly reduces single-name risk. Thus, the weighted-average market cap is much smaller than some competitors. Unlike other funds in this segment, XBI is a pure biotech play, with relatively small pharma overlap as we see it. This highly efficient fund, which charges less than competing funds, has a history of beating its index due to revenue from securities lending. It has attracted a large asset base and trades with excellent volume. The fund’s alternative take on the space earns it a place on our Opportunities List.
XBI MSCI ESG Analytics Insight
SPDR S&P Biotech ETF has an MSCI ESG Fund Rating of B based on a score of 2.18 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SPDR S&P Biotech ETF ranks in the 3th percentile within its peer group and in the 7th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XBI MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
XBI Charts And Performance
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XBI Summary Data
XBI Portfolio Data
XBI Index Data
XBI Portfolio Management
XBI Tax Exposures
XBI Fund Structure
XBI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XBI. XBI is rated a 5 out of 5.
XBI Tradability
XBI Sector/Industry Breakdown
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XBI Top 10 Holdings[View All]
XBI Countries
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XBI Regions
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XBI Economic Development
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XBI Performance Statistics
XBI MSCI ESG Ratings
XBI Benchmark Comparison Summary
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XBI Benchmark Comparison Market Cap Size
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Options Strategies for Outcome Investing
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.