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PBUS vs IWR

Invesco MSCI USA ETF vs iShares Russell Mid-Cap ETF

PBUS

Invesco MSCI USA ETF

Invesco

Annual cost

0.04%

Fund size

$10.7B

IWR

iShares Russell Mid-Cap ETF

iShares

Annual cost

0.18%

Fund size

$52.6B

Key differences

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

Side-by-side comparison

PBUSIWR
Annual cost (TER)0.04%0.18%
Fund size (AUM)$10.7B$52.6B
Since20172001
Dividend yield1.03%1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.0%+21.8%
CAGR 3Y+23.4%+17.2%
CAGR 5Y+13.7%+8.1%
Sharpe 3Y1.240.86
Volatility 1Y12.24%13.50%
Max drawdown-33.15%-40.59%

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

Similar to PBUS and IWR