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PBW vs PHO
Invesco WilderHill Clean Energy ETF vs Invesco Water Resources ETF
Key differences
- PHO costs 0.05% less per year.
- PHO is significantly larger than PBW — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, PBW has delivered higher annualized returns.
Side-by-side comparison
| PBW | PHO | |
|---|---|---|
| Annual cost (TER) | 0.64% | 0.59% |
| Fund size (AUM) | $447M | $2.1B |
| Since | 2005 | 2005 |
| Dividend yield | 0.71% | 0.56% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +159.6% | -1.6% |
| CAGR 3Y | +9.9% | +7.9% |
| CAGR 5Y | -8.4% | +5.6% |
| Sharpe 3Y | 0.35 | 0.33 |
| Volatility 1Y | 40.43% | 15.23% |
| Max drawdown | -89.06% | -34.92% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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