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SSPY vs PBUS

Stratified LargeCap Index ETF vs Invesco MSCI USA ETF

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

PBUS

Invesco MSCI USA ETF

Annual cost

0.04%

Fund size

$11.4B

Key differences

Both SSPY and PBUS are equity ETFs. SSPY charges 0.45% a year and PBUS 0.04%. The main difference: PBUS costs 0.41% less per year.

  • PBUS costs 0.41% less per year.
  • PBUS is much larger than SSPY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PBUS has delivered higher annualized returns.

Side-by-side comparison

SSPYPBUS
Annual cost (TER)0.45%0.04%
Fund size (AUM)$125M$11.4B
Since20192017
Dividend yield1.26%0.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.3%+24.3%
CAGR 3Y+14.9%+22.0%
CAGR 5Y+9.2%+13.1%
Sharpe 3Y0.841.16
Volatility 1Y10.78%12.59%
Max drawdown-36.67%-33.15%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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