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IYE vs PBW

iShares U.S. Energy ETF vs Invesco WilderHill Clean Energy ETF

IYE

iShares U.S. Energy ETF

iShares

Annual cost

0.38%

Fund size

$1.8B

PBW

Invesco WilderHill Clean Energy ETF

Invesco

Annual cost

0.64%

Fund size

$447M

Key differences

  • IYE costs 0.26% less per year.
  • IYE is significantly larger than PBW — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IYE has delivered higher annualized returns.
  • IYE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYEPBW
Annual cost (TER)0.38%0.64%
Fund size (AUM)$1.8B$447M
Since20002005
Dividend yield2.10%0.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+48.3%+150.5%
CAGR 3Y+18.2%+7.2%
CAGR 5Y+20.2%-8.6%
Sharpe 3Y0.730.29
Volatility 1Y19.70%40.29%
Max drawdown-68.59%-89.06%

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

Similar to IYE and PBW