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IMTM vs PIE

iShares MSCI Intl Momentum Factor ETF vs Invesco Dorsey Wright Emerging Markets Momentum ETF

IMTM

iShares MSCI Intl Momentum Factor ETF

iShares

Annual cost

0.30%

Fund size

$3.9B

PIE

Invesco Dorsey Wright Emerging Markets Momentum ETF

Invesco

Annual cost

0.90%

Fund size

$201M

Key differences

  • IMTM costs 0.60% less per year.
  • IMTM is significantly larger than PIE — larger funds tend to be more liquid and less likely to close.
  • IMTM follows a index tracking strategy; PIE uses active selection.
  • Over the last 3 years, PIE has delivered higher annualized returns.
  • PIE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IMTMPIE
Annual cost (TER)0.30%0.90%
Fund size (AUM)$3.9B$201M
Since20152007
Dividend yield2.13%1.82%
Asset classequityequity
Regionemerging markets
Strategyindex trackingactive selection
CAGR 1Y+25.8%+66.0%
CAGR 3Y+20.5%+23.0%
CAGR 5Y+10.5%+9.0%
Sharpe 3Y0.990.95
Volatility 1Y17.05%21.48%
Max drawdown-30.68%-40.34%

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

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