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IHE vs XBI

iShares U.S. Pharmaceuticals ETF vs State Street SPDR S&P Biotech ETF

IHE

iShares U.S. Pharmaceuticals ETF

iShares

Annual cost

0.38%

Fund size

$946M

XBI

State Street SPDR S&P Biotech ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$8.3B

Key differences

  • XBI is significantly larger than IHE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IHE has delivered higher annualized returns.

Side-by-side comparison

IHEXBI
Annual cost (TER)0.38%0.35%
Fund size (AUM)$946M$8.3B
Since20062006
Dividend yield1.70%0.34%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+46.2%+66.6%
CAGR 3Y+18.0%+15.6%
CAGR 5Y+10.1%+0.9%
Sharpe 3Y0.870.54
Volatility 1Y16.91%25.14%
Max drawdown-29.59%-63.89%

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

Similar to IHE and XBI