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PBD vs PWV

Invesco Global Clean Energy ETF vs Invesco Dynamic Large Cap Value ETF

PBD

Invesco Global Clean Energy ETF

Invesco

Annual cost

0.75%

Fund size

$208M

PWV

Invesco Dynamic Large Cap Value ETF

Invesco

Annual cost

0.55%

Fund size

$1.5B

Key differences

  • PWV costs 0.20% less per year.
  • PWV is significantly larger than PBD — larger funds tend to be more liquid and less likely to close.
  • PBD covers global markets; PWV covers north america.
  • Over the last 3 years, PWV has delivered higher annualized returns.

Side-by-side comparison

PBDPWV
Annual cost (TER)0.75%0.55%
Fund size (AUM)$208M$1.5B
Since20072005
Dividend yield1.74%1.83%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+95.4%+27.6%
CAGR 3Y+9.1%+20.9%
CAGR 5Y-2.4%+12.9%
Sharpe 3Y0.331.26
Volatility 1Y23.36%9.41%
Max drawdown-75.44%-37.67%

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

Similar to PBD and PWV