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PBUS vs IWS

Invesco MSCI USA ETF vs iShares Russell Mid-Cap Value ETF

PBUS

Invesco MSCI USA ETF

Invesco

Annual cost

0.04%

Fund size

$10.7B

IWS

iShares Russell Mid-Cap Value ETF

iShares

Annual cost

0.23%

Fund size

$14.9B

Key differences

  • PBUS costs 0.19% less per year.
  • Over the last 3 years, PBUS has delivered higher annualized returns.
  • IWS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PBUSIWS
Annual cost (TER)0.04%0.23%
Fund size (AUM)$10.7B$14.9B
Since20172001
Dividend yield1.03%1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.0%+26.4%
CAGR 3Y+23.4%+17.1%
CAGR 5Y+13.7%+8.2%
Sharpe 3Y1.240.87
Volatility 1Y12.24%13.31%
Max drawdown-33.15%-43.83%

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

Similar to PBUS and IWS