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PBJ vs RFV
Invesco Food & Beverage ETF vs Invesco S&P MidCap 400 Pure Value ETF
Key differences
- RFV costs 0.26% less per year.
- RFV is significantly larger than PBJ — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, RFV has delivered higher annualized returns.
Side-by-side comparison
| PBJ | RFV | |
|---|---|---|
| Annual cost (TER) | 0.61% | 0.35% |
| Fund size (AUM) | $94M | $313M |
| Since | 2005 | 2006 |
| Dividend yield | 1.50% | 1.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +3.4% | +24.6% |
| CAGR 3Y | +2.8% | +16.7% |
| CAGR 5Y | +4.7% | +9.8% |
| Sharpe 3Y | 0.01 | 0.67 |
| Volatility 1Y | 12.47% | 18.26% |
| Max drawdown | -28.49% | -52.24% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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