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PDP vs SPVM
Invesco Dorsey Wright Momentum ETF vs Invesco S&P 500 Value with Momentum ETF
Key differences
- SPVM costs 0.23% less per year.
- PDP is significantly larger than SPVM — larger funds tend to be more liquid and less likely to close.
- PDP follows a active selection strategy; SPVM uses index tracking.
- Over the last 3 years, PDP has delivered higher annualized returns.
Side-by-side comparison
| PDP | SPVM | |
|---|---|---|
| Annual cost (TER) | 0.62% | 0.39% |
| Fund size (AUM) | $1.5B | $120M |
| Since | 2007 | 2011 |
| Dividend yield | 0.11% | 1.95% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +34.3% | +28.0% |
| CAGR 3Y | +23.4% | +18.7% |
| CAGR 5Y | +10.9% | +9.9% |
| Sharpe 3Y | 0.95 | 1.03 |
| Volatility 1Y | 21.84% | 11.79% |
| Max drawdown | -34.70% | -45.35% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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