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ERET vs PBD

Ishares Environmentally Aware Real Estate ETF vs Invesco Global Clean Energy ETF

ERET

Ishares Environmentally Aware Real Estate ETF

iShares

Annual cost

0.30%

Fund size

$14M

PBD

Invesco Global Clean Energy ETF

Invesco

Annual cost

0.75%

Fund size

$208M

Key differences

  • ERET costs 0.45% less per year.
  • PBD is significantly larger than ERET — larger funds tend to be more liquid and less likely to close.
  • ERET covers north america markets; PBD covers global.
  • Over the last 3 years, ERET has delivered higher annualized returns.
  • PBD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ERETPBD
Annual cost (TER)0.30%0.75%
Fund size (AUM)$14M$208M
Since20222007
Dividend yield3.49%1.74%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+16.1%+95.4%
CAGR 3Y+10.2%+9.1%
CAGR 5YN/A-2.4%
Sharpe 3Y0.480.33
Volatility 1Y11.94%23.36%
Max drawdown-20.29%-75.44%

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

Similar to ERET and PBD