Screener
PBE vs KAUG
Invesco Biotechnology & Genome ETF vs Innovator U.S. Small Cap Power Buffer ETF - August
Key differences
- PBE costs 0.21% less per year.
- PBE is significantly larger than KAUG — larger funds tend to be more liquid and less likely to close.
- PBE is classified as equity, while KAUG is alternative — different risk/return profiles.
- PBE follows a index tracking strategy; KAUG uses structured outcome.
- PBE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PBE | KAUG | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.79% |
| Fund size (AUM) | $247M | $80M |
| Since | 2005 | 2024 |
| Dividend yield | 1.09% | 0.00% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | structured outcome |
| CAGR 1Y | +35.8% | +17.0% |
| CAGR 3Y | +10.3% | N/A |
| CAGR 5Y | +3.5% | N/A |
| Sharpe 3Y | 0.41 | N/A |
| Volatility 1Y | 18.63% | 8.09% |
| Max drawdown | -37.84% | -15.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to PBE and KAUG
Explore further