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KBWD vs PEY

Invesco KBW High Dividend Yield Financial ETF vs Invesco High Yield Equity Dividend Achievers ETF

KBWD

Invesco KBW High Dividend Yield Financial ETF

Invesco

Annual cost

5.39%

Fund size

$447M

PEY

Invesco High Yield Equity Dividend Achievers ETF

Invesco

Annual cost

0.54%

Fund size

$1.1B

Key differences

  • PEY costs 4.85% less per year.
  • Over the last 3 years, PEY has delivered higher annualized returns.
  • PEY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KBWDPEY
Annual cost (TER)5.39%0.54%
Fund size (AUM)$447M$1.1B
Since20102004
Dividend yield13.23%4.46%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.7%+17.2%
CAGR 3Y+8.5%+11.4%
CAGR 5Y+1.4%+5.9%
Sharpe 3Y0.340.53
Volatility 1Y15.37%14.18%
Max drawdown-58.63%-41.55%

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

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