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PDP vs IMTM

Invesco Dorsey Wright Momentum ETF vs iShares MSCI Intl Momentum Factor ETF

PDP

Invesco Dorsey Wright Momentum ETF

Invesco

Annual cost

0.62%

Fund size

$1.5B

IMTM

iShares MSCI Intl Momentum Factor ETF

iShares

Annual cost

0.30%

Fund size

$3.9B

Key differences

  • IMTM costs 0.32% less per year.
  • PDP follows a active selection strategy; IMTM uses index tracking.
  • Over the last 3 years, PDP has delivered higher annualized returns.
  • PDP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PDPIMTM
Annual cost (TER)0.62%0.30%
Fund size (AUM)$1.5B$3.9B
Since20072015
Dividend yield0.11%2.13%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+34.3%+25.8%
CAGR 3Y+23.4%+20.5%
CAGR 5Y+10.9%+10.5%
Sharpe 3Y0.950.99
Volatility 1Y21.84%17.05%
Max drawdown-34.70%-30.68%

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

Similar to PDP and IMTM