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PBD vs EMXF

Invesco Global Clean Energy ETF vs iShares ESG Advanced MSCI EM ETF

PBD

Invesco Global Clean Energy ETF

Invesco

Annual cost

0.75%

Fund size

$208M

EMXF

iShares ESG Advanced MSCI EM ETF

iShares

Annual cost

0.16%

Fund size

$148M

Key differences

  • EMXF costs 0.59% less per year.
  • PBD covers global markets; EMXF covers emerging markets.
  • Over the last 3 years, EMXF has delivered higher annualized returns.
  • PBD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PBDEMXF
Annual cost (TER)0.75%0.16%
Fund size (AUM)$208M$148M
Since20072020
Dividend yield1.74%3.03%
Asset classequityequity
Regionglobalemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+88.3%+45.9%
CAGR 3Y+8.1%+21.6%
CAGR 5Y-2.4%+8.2%
Sharpe 3Y0.291.01
Volatility 1Y23.23%18.54%
Max drawdown-75.44%-33.13%

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

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