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PBUS vs SPLV

Invesco MSCI USA ETF vs Invesco S&P 500 Low Volatility ETF

PBUS

Invesco MSCI USA ETF

Annual cost

0.04%

Fund size

$11.4B

SPLV

Invesco S&P 500 Low Volatility ETF

Annual cost

0.25%

Fund size

$6.9B

Key differences

  • PBUS costs 0.21% less per year.
  • Over the last 3 years, PBUS has delivered higher annualized returns.
  • SPLV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PBUSSPLV
Annual cost (TER)0.04%0.25%
Fund size (AUM)$11.4B$6.9B
Since20172011
Dividend yield0.98%2.21%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.6%+3.0%
CAGR 3Y+22.6%+9.0%
CAGR 5Y+13.1%+6.0%
Sharpe 3Y1.190.51
Volatility 1Y12.39%9.92%
Max drawdown-33.15%-36.26%

Similar to PBUS and SPLV