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PBD vs ESGE

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

PBD

Invesco Global Clean Energy ETF

Invesco

Annual cost

0.75%

Fund size

$208M

ESGE

iShares ESG Aware MSCI EM ETF

iShares

Annual cost

0.25%

Fund size

$6.6B

Key differences

  • ESGE costs 0.50% less per year.
  • ESGE is significantly larger than PBD — larger funds tend to be more liquid and less likely to close.
  • PBD covers global markets; ESGE covers emerging markets.
  • Over the last 3 years, ESGE has delivered higher annualized returns.
  • PBD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PBDESGE
Annual cost (TER)0.75%0.25%
Fund size (AUM)$208M$6.6B
Since20072016
Dividend yield1.74%2.18%
Asset classequityequity
Regionglobalemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+88.3%+45.0%
CAGR 3Y+8.1%+22.0%
CAGR 5Y-2.4%+6.8%
Sharpe 3Y0.290.99
Volatility 1Y23.23%19.68%
Max drawdown-75.44%-41.07%

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

Similar to PBD and ESGE