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XLG vs PSCH

Invesco S&P 500 Top 50 ETF vs Invesco S&P SmallCap Health Care ETF

XLG

Invesco S&P 500 Top 50 ETF

Annual cost

0.20%

Fund size

$11.1B

PSCH

Invesco S&P SmallCap Health Care ETF

Annual cost

0.29%

Fund size

$131M

Key differences

Both XLG and PSCH are equity ETFs. XLG charges 0.20% a year and PSCH 0.29%. The main difference: XLG costs 0.09% less per year.

  • XLG costs 0.09% less per year.
  • XLG is much larger than PSCH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, XLG has delivered higher annualized returns.
  • XLG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLGPSCH
Annual cost (TER)0.20%0.29%
Fund size (AUM)$11.1B$131M
Since20052010
Dividend yield0.59%0.01%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.3%+14.8%
CAGR 3Y+23.4%+2.2%
CAGR 5Y+15.3%-5.2%
Sharpe 3Y1.120.04
Volatility 1Y13.70%20.58%
Max drawdown-30.46%-47.32%

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

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