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PEJ vs IWM

Invesco Dynamic Leisure and Entertainment ETF vs iShares Russell 2000 ETF

PEJ

Invesco Dynamic Leisure and Entertainment ETF

Invesco

Annual cost

0.57%

Fund size

$245M

IWM

iShares Russell 2000 ETF

iShares

Annual cost

0.19%

Fund size

$76.9B

Key differences

  • IWM costs 0.38% less per year.
  • IWM is significantly larger than PEJ — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IWM has delivered higher annualized returns.
  • IWM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PEJIWM
Annual cost (TER)0.57%0.19%
Fund size (AUM)$245M$76.9B
Since20052000
Dividend yield0.40%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.5%+44.9%
CAGR 3Y+15.5%+19.6%
CAGR 5Y+7.9%+7.2%
Sharpe 3Y0.620.78
Volatility 1Y18.60%19.29%
Max drawdown-58.96%-41.13%

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

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