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PEJ vs IJH

Invesco Dynamic Leisure and Entertainment ETF vs iShares Core S&P Mid-Cap ETF

PEJ

Invesco Dynamic Leisure and Entertainment ETF

Invesco

Annual cost

0.57%

Fund size

$245M

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

Key differences

  • IJH costs 0.52% less per year.
  • IJH is significantly larger than PEJ — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IJH has delivered higher annualized returns.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PEJIJH
Annual cost (TER)0.57%0.05%
Fund size (AUM)$245M$115.7B
Since20052000
Dividend yield0.40%1.22%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.5%+26.5%
CAGR 3Y+15.5%+16.5%
CAGR 5Y+7.9%+8.4%
Sharpe 3Y0.620.74
Volatility 1Y18.60%15.73%
Max drawdown-58.96%-42.18%

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

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