Screener
IMTM vs PIZ
iShares MSCI Intl Momentum Factor ETF vs Invesco Dorsey Wright Developed Markets Momentum ETF
Key differences
- IMTM costs 0.50% less per year.
- IMTM is significantly larger than PIZ — larger funds tend to be more liquid and less likely to close.
- IMTM follows a index tracking strategy; PIZ uses active selection.
- Over the last 3 years, PIZ has delivered higher annualized returns.
- PIZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IMTM | PIZ | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.80% |
| Fund size (AUM) | $3.9B | $775M |
| Since | 2015 | 2007 |
| Dividend yield | 2.13% | 1.35% |
| Asset class | equity | equity |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.8% | +31.7% |
| CAGR 3Y | +20.5% | +25.6% |
| CAGR 5Y | +10.5% | +11.6% |
| Sharpe 3Y | 0.99 | 1.13 |
| Volatility 1Y | 17.05% | 20.15% |
| Max drawdown | -30.68% | -40.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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