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XPH vs IBB

State Street SPDR S&P Pharmaceuticals ETF vs iShares Biotechnology ETF

XPH

State Street SPDR S&P Pharmaceuticals ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$355M

IBB

iShares Biotechnology ETF

iShares

Annual cost

0.44%

Fund size

$7.9B

Key differences

  • XPH costs 0.09% less per year.
  • IBB is significantly larger than XPH — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, XPH has delivered higher annualized returns.
  • IBB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XPHIBB
Annual cost (TER)0.35%0.44%
Fund size (AUM)$355M$7.9B
Since20062001
Dividend yield0.65%0.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+46.3%+39.0%
CAGR 3Y+13.8%+9.6%
CAGR 5Y+4.5%+2.7%
Sharpe 3Y0.570.38
Volatility 1Y21.29%19.75%
Max drawdown-35.96%-39.82%

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

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