Screener
FDRS vs PWV
Founder-Led ETF vs Invesco Dynamic Large Cap Value ETF
Key differences
Both FDRS and PWV are equity ETFs. FDRS charges 0.49% a year and PWV 0.55%. The main difference: FDRS costs 0.06% less per year.
- FDRS costs 0.06% less per year.
- PWV is much larger than FDRS. Larger funds are usually more liquid and less likely to close.
- PWV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDRS | PWV | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.55% |
| Fund size (AUM) | $94M | $1.5B |
| Since | 2025 | 2005 |
| Dividend yield | — | 1.82% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +28.3% |
| CAGR 3Y | N/A | +22.6% |
| CAGR 5Y | N/A | +13.0% |
| Sharpe 3Y | N/A | 1.37 |
| Volatility 1Y | — | 9.37% |
| Max drawdown | -21.64% | -37.67% |
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