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PBD vs DMXF

Invesco Global Clean Energy ETF vs iShares ESG Advanced MSCI EAFE Index ETF

PBD

Invesco Global Clean Energy ETF

Invesco

Annual cost

0.75%

Fund size

$208M

DMXF

iShares ESG Advanced MSCI EAFE Index ETF

iShares

Annual cost

0.12%

Fund size

$992M

Key differences

  • DMXF costs 0.63% less per year.
  • DMXF is significantly larger than PBD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DMXF has delivered higher annualized returns.
  • PBD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PBDDMXF
Annual cost (TER)0.75%0.12%
Fund size (AUM)$208M$992M
Since20072020
Dividend yield1.74%4.52%
Asset classequityequity
Regionglobalglobal
Strategyindex trackingindex tracking
CAGR 1Y+88.3%+19.3%
CAGR 3Y+8.1%+14.5%
CAGR 5Y-2.4%+7.3%
Sharpe 3Y0.290.70
Volatility 1Y23.23%16.16%
Max drawdown-75.44%-34.52%

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

Similar to PBD and DMXF