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PJP vs XBI

Invesco Pharmaceuticals ETF vs State Street SPDR S&P Biotech ETF

PJP

Invesco Pharmaceuticals ETF

Invesco

Annual cost

0.57%

Fund size

$334M

XBI

State Street SPDR S&P Biotech ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$8.3B

Key differences

  • XBI costs 0.22% less per year.
  • XBI is significantly larger than PJP — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, XBI has delivered higher annualized returns.

Side-by-side comparison

PJPXBI
Annual cost (TER)0.57%0.35%
Fund size (AUM)$334M$8.3B
Since20052006
Dividend yield1.01%0.34%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+38.9%+66.6%
CAGR 3Y+14.0%+15.6%
CAGR 5Y+7.4%+0.9%
Sharpe 3Y0.690.54
Volatility 1Y16.19%25.14%
Max drawdown-33.95%-63.89%

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

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