PBEETF

PBE is a smart beta ETF focused on biotechnology and genome companies with $412.99 million in assets. It has delivered strong year-to-date returns of 16.68% and one-year returns of 36.23%, but carries higher risk with a standard deviation of 20.18%.

The fund charges a 0.59% expense ratio and holds concentrated positions in healthcare stocks like Natera, Illumina, and Biogen. Cheaper alternatives like XBI and IBB are available for investors seeking lower-cost options.

The Invesco Biotechnology & Genome ETF (PBE) is a passively managed fund with $418.99 million in assets, offering exposure to the Healthcare-Biotech sector. With a 0.59% expense ratio and 1.38% dividend yield, it returned 18.51% over the past year but carries higher risk with a beta of 0.70 and 20.16% standard deviation.

The fund holds 33 concentrated positions with top holdings including Royalty Pharma, Gilead Sciences, and Biogen. PBE received a Zacks ETF Rank of 3 (Hold), with larger competitors XBI and IBB offering lower expense ratios.