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GII vs PHO

State Street SPDR S&P Global Infrastructure ETF vs Invesco Water Resources ETF

GII

State Street SPDR S&P Global Infrastructure ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$989M

PHO

Invesco Water Resources ETF

Invesco

Annual cost

0.59%

Fund size

$2.1B

Key differences

  • GII costs 0.19% less per year.
  • GII covers global markets; PHO covers north america.
  • Over the last 3 years, GII has delivered higher annualized returns.

Side-by-side comparison

GIIPHO
Annual cost (TER)0.40%0.59%
Fund size (AUM)$989M$2.1B
Since20072005
Dividend yield2.85%0.56%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+17.8%-1.6%
CAGR 3Y+16.6%+7.9%
CAGR 5Y+11.6%+5.6%
Sharpe 3Y0.980.33
Volatility 1Y10.56%15.23%
Max drawdown-42.84%-34.92%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to GII and PHO