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XBI vs PBE

State Street SPDR S&P Biotech ETF vs Invesco Biotechnology & Genome ETF

XBI

State Street SPDR S&P Biotech ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$8.3B

PBE

Invesco Biotechnology & Genome ETF

Invesco

Annual cost

0.58%

Fund size

$247M

Key differences

  • XBI costs 0.23% less per year.
  • XBI is significantly larger than PBE — 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

XBIPBE
Annual cost (TER)0.35%0.58%
Fund size (AUM)$8.3B$247M
Since20062005
Dividend yield0.34%1.09%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+66.6%+34.1%
CAGR 3Y+15.6%+10.3%
CAGR 5Y+0.9%+3.3%
Sharpe 3Y0.540.41
Volatility 1Y25.14%18.63%
Max drawdown-63.89%-37.84%

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

Similar to XBI and PBE