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EQAL vs PBUS

Invesco Russell 1000 Equal Weight ETF vs Invesco MSCI USA ETF

EQAL

Invesco Russell 1000 Equal Weight ETF

Annual cost

0.20%

Fund size

$797M

PBUS

Invesco MSCI USA ETF

Annual cost

0.04%

Fund size

$10.7B

Key differences

  • PBUS costs 0.16% less per year.
  • PBUS is significantly larger than EQAL — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PBUS has delivered higher annualized returns.

Side-by-side comparison

EQALPBUS
Annual cost (TER)0.20%0.04%
Fund size (AUM)$797M$10.7B
Since20142017
Dividend yield1.66%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.7%+30.6%
CAGR 3Y+15.8%+23.2%
CAGR 5Y+7.4%+14.0%
Sharpe 3Y0.811.23
Volatility 1Y12.40%12.22%
Max drawdown-40.44%-33.15%

Similar to EQAL and PBUS