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DMXF vs PBD

iShares ESG Advanced MSCI EAFE Index ETF vs Invesco Global Clean Energy ETF

DMXF

iShares ESG Advanced MSCI EAFE Index ETF

iShares

Annual cost

0.12%

Fund size

$992M

PBD

Invesco Global Clean Energy ETF

Invesco

Annual cost

0.75%

Fund size

$208M

Key differences

  • DMXF costs 0.63% less per year.
  • DMXF is significantly larger than PBD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DMXF has delivered higher annualized returns.
  • PBD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DMXFPBD
Annual cost (TER)0.12%0.75%
Fund size (AUM)$992M$208M
Since20202007
Dividend yield4.52%1.74%
Asset classequityequity
Regionglobalglobal
Strategyindex trackingindex tracking
CAGR 1Y+19.3%+88.3%
CAGR 3Y+14.5%+8.1%
CAGR 5Y+7.3%-2.4%
Sharpe 3Y0.700.29
Volatility 1Y16.16%23.23%
Max drawdown-34.52%-75.44%

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

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