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PBUS vs USMV

Invesco MSCI USA ETF vs iShares MSCI USA Min Vol Factor ETF

PBUS

Invesco MSCI USA ETF

Invesco

Annual cost

0.04%

Fund size

$10.7B

USMV

iShares MSCI USA Min Vol Factor ETF

iShares

Annual cost

0.15%

Fund size

$22.9B

Key differences

  • PBUS costs 0.11% less per year.
  • Over the last 3 years, PBUS has delivered higher annualized returns.
  • USMV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PBUSUSMV
Annual cost (TER)0.04%0.15%
Fund size (AUM)$10.7B$22.9B
Since20172011
Dividend yield1.03%1.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.0%+5.8%
CAGR 3Y+23.4%+11.8%
CAGR 5Y+13.7%+7.8%
Sharpe 3Y1.240.80
Volatility 1Y12.24%8.57%
Max drawdown-33.15%-33.10%

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

Similar to PBUS and USMV