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HEAL vs PSCH

Global X HealthTech ETF vs Invesco S&P SmallCap Health Care ETF

HEAL

Global X HealthTech ETF

Global X Funds

Annual cost

0.50%

Fund size

$25M

PSCH

Invesco S&P SmallCap Health Care ETF

Invesco

Annual cost

0.29%

Fund size

$129M

Key differences

  • PSCH costs 0.21% less per year.
  • PSCH is significantly larger than HEAL — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PSCH has delivered higher annualized returns.
  • PSCH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HEALPSCH
Annual cost (TER)0.50%0.29%
Fund size (AUM)$25M$129M
Since20202010
Dividend yield0.38%0.01%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-20.0%+12.3%
CAGR 3Y-10.4%+1.0%
CAGR 5Y-14.5%-5.7%
Sharpe 3Y-0.47-0.01
Volatility 1Y21.70%20.29%
Max drawdown-65.76%-47.32%

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

Similar to HEAL and PSCH