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PBD vs ESGD

Invesco Global Clean Energy ETF vs iShares ESG Aware MSCI EAFE ETF

PBD

Invesco Global Clean Energy ETF

Invesco

Annual cost

0.75%

Fund size

$208M

ESGD

iShares ESG Aware MSCI EAFE ETF

iShares

Annual cost

0.20%

Fund size

$11.3B

Key differences

  • ESGD costs 0.55% less per year.
  • ESGD is significantly larger than PBD — larger funds tend to be more liquid and less likely to close.
  • PBD covers global markets; ESGD covers global ex us.
  • Over the last 3 years, ESGD has delivered higher annualized returns.
  • PBD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PBDESGD
Annual cost (TER)0.75%0.20%
Fund size (AUM)$208M$11.3B
Since20072016
Dividend yield1.74%3.39%
Asset classequityequity
Regionglobalglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+88.3%+21.5%
CAGR 3Y+8.1%+15.5%
CAGR 5Y-2.4%+8.5%
Sharpe 3Y0.290.79
Volatility 1Y23.23%15.31%
Max drawdown-75.44%-33.70%

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

Similar to PBD and ESGD