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PSCH vs XLV

Invesco S&P SmallCap Health Care ETF vs State Street Health Care Select Sector SPDR ETF

PSCH

Invesco S&P SmallCap Health Care ETF

Invesco

Annual cost

0.29%

Fund size

$129M

XLV

State Street Health Care Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$37.9B

Key differences

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

Side-by-side comparison

PSCHXLV
Annual cost (TER)0.29%0.08%
Fund size (AUM)$129M$37.9B
Since20101998
Dividend yield0.01%1.72%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.3%+16.2%
CAGR 3Y+1.0%+6.0%
CAGR 5Y-5.7%+5.6%
Sharpe 3Y-0.010.24
Volatility 1Y20.29%14.56%
Max drawdown-47.32%-28.40%

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

Similar to PSCH and XLV