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PBUS vs EVUS

Invesco MSCI USA ETF vs Ishares ESG Aware MSCI USA Value ETF

PBUS

Invesco MSCI USA ETF

Invesco

Annual cost

0.04%

Fund size

$10.7B

EVUS

Ishares ESG Aware MSCI USA Value ETF

iShares

Annual cost

0.18%

Fund size

$309M

Key differences

  • PBUS costs 0.14% less per year.
  • PBUS is significantly larger than EVUS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PBUS has delivered higher annualized returns.
  • PBUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PBUSEVUS
Annual cost (TER)0.04%0.18%
Fund size (AUM)$10.7B$309M
Since20172023
Dividend yield1.03%1.59%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.0%+23.3%
CAGR 3Y+23.4%+16.1%
CAGR 5Y+13.7%N/A
Sharpe 3Y1.240.97
Volatility 1Y12.24%10.61%
Max drawdown-33.15%-15.65%

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

Similar to PBUS and EVUS