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PBUS vs XMLV

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

PBUS

Invesco MSCI USA ETF

Annual cost

0.04%

Fund size

$11.4B

XMLV

Invesco S&P MidCap Low Volatility ETF

Annual cost

0.25%

Fund size

$716M

Key differences

  • PBUS costs 0.21% less per year.
  • PBUS is significantly larger than XMLV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PBUS has delivered higher annualized returns.

Side-by-side comparison

PBUSXMLV
Annual cost (TER)0.04%0.25%
Fund size (AUM)$11.4B$716M
Since20172013
Dividend yield0.98%2.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.6%+8.4%
CAGR 3Y+22.6%+12.1%
CAGR 5Y+13.1%+5.9%
Sharpe 3Y1.190.67
Volatility 1Y12.39%10.41%
Max drawdown-33.15%-39.86%

Similar to PBUS and XMLV