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PBUS vs CMBS

Invesco MSCI USA ETF vs iShares CMBS ETF

PBUS

Invesco MSCI USA ETF

Annual cost

0.04%

Fund size

$11.4B

CMBS

iShares CMBS ETF

Annual cost

0.25%

Fund size

$482M

Key differences

  • PBUS costs 0.21% less per year.
  • PBUS is significantly larger than CMBS — larger funds tend to be more liquid and less likely to close.
  • PBUS is classified as equity, while CMBS is fixed income — different risk/return profiles.
  • Over the last 3 years, PBUS has delivered higher annualized returns.
  • CMBS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PBUSCMBS
Annual cost (TER)0.04%0.25%
Fund size (AUM)$11.4B$482M
Since20172012
Dividend yield0.98%3.55%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.6%+4.0%
CAGR 3Y+22.6%+5.1%
CAGR 5Y+13.1%+0.8%
Sharpe 3Y1.190.34
Volatility 1Y12.39%3.73%
Max drawdown-33.15%-15.87%

Similar to PBUS and CMBS