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PHO vs GII

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

PHO

Invesco Water Resources ETF

Invesco

Annual cost

0.59%

Fund size

$2.1B

GII

State Street SPDR S&P Global Infrastructure ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$989M

Key differences

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

Side-by-side comparison

PHOGII
Annual cost (TER)0.59%0.40%
Fund size (AUM)$2.1B$989M
Since20052007
Dividend yield0.56%2.85%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y-1.6%+17.8%
CAGR 3Y+7.9%+16.6%
CAGR 5Y+5.6%+11.6%
Sharpe 3Y0.330.98
Volatility 1Y15.23%10.56%
Max drawdown-34.92%-42.84%

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

Similar to PHO and GII