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DWAS vs PXI

Invesco DWA SmallCap Momentum ETF vs Invesco DWA Energy Momentum ETF

DWAS

Invesco DWA SmallCap Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$410M

PXI

Invesco DWA Energy Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$85M

Key differences

  • DWAS is significantly larger than PXI — larger funds tend to be more liquid and less likely to close.
  • PXI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DWASPXI
Annual cost (TER)0.60%0.60%
Fund size (AUM)$410M$85M
Since20122006
Dividend yield0.01%1.25%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+45.1%+42.6%
CAGR 3Y+17.3%+17.8%
CAGR 5Y+7.9%+19.1%
Sharpe 3Y0.630.64
Volatility 1Y22.87%21.47%
Max drawdown-46.16%-79.55%

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

Similar to DWAS and PXI