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KLMT vs ESGV

Invesco MSCI Global Climate 500 ETF vs Vanguard ESG U.S. Stock ETF

KLMT

Invesco MSCI Global Climate 500 ETF

Invesco

Annual cost

0.10%

Fund size

$1.5B

ESGV

Vanguard ESG U.S. Stock ETF

Vanguard

Annual cost

0.09%

Fund size

$12.5B

Key differences

  • ESGV is significantly larger than KLMT — larger funds tend to be more liquid and less likely to close.
  • ESGV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KLMTESGV
Annual cost (TER)0.10%0.09%
Fund size (AUM)$1.5B$12.5B
Since20242018
Dividend yield1.84%0.90%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.7%+28.9%
CAGR 3YN/A+23.1%
CAGR 5YN/A+12.7%
Sharpe 3YN/A1.15
Volatility 1Y12.65%13.48%
Max drawdown-16.88%-33.66%

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

Similar to KLMT and ESGV