Screener
PEJ vs IWD
Invesco Dynamic Leisure and Entertainment ETF vs iShares Russell 1000 Value ETF
Key differences
- IWD costs 0.39% less per year.
- IWD is significantly larger than PEJ — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IWD has delivered higher annualized returns.
- IWD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PEJ | IWD | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.18% |
| Fund size (AUM) | $245M | $74.3B |
| Since | 2005 | 2000 |
| Dividend yield | 0.40% | 1.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.5% | +30.0% |
| CAGR 3Y | +15.5% | +18.4% |
| CAGR 5Y | +7.9% | +10.6% |
| Sharpe 3Y | 0.62 | 1.09 |
| Volatility 1Y | 18.60% | 10.90% |
| Max drawdown | -58.96% | -38.51% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to PEJ and IWD
Explore further