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PDP vs MTUM
Invesco Dorsey Wright Momentum ETF vs iShares MSCI USA Momentum Factor ETF
Key differences
- MTUM costs 0.47% less per year.
- MTUM is significantly larger than PDP — larger funds tend to be more liquid and less likely to close.
- PDP follows a active selection strategy; MTUM uses index tracking.
- Over the last 3 years, MTUM has delivered higher annualized returns.
- PDP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PDP | MTUM | |
|---|---|---|
| Annual cost (TER) | 0.62% | 0.15% |
| Fund size (AUM) | $1.5B | $24.2B |
| Since | 2007 | 2013 |
| Dividend yield | 0.11% | 0.69% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +34.3% | +35.3% |
| CAGR 3Y | +23.4% | +30.8% |
| CAGR 5Y | +10.9% | +14.5% |
| Sharpe 3Y | 0.95 | 1.26 |
| Volatility 1Y | 21.84% | 18.65% |
| Max drawdown | -34.70% | -34.08% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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