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PEJ vs SMMD
Invesco Dynamic Leisure and Entertainment ETF vs iShares Russell 2500 ETF
Key differences
- SMMD costs 0.42% less per year.
- SMMD is significantly larger than PEJ — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SMMD has delivered higher annualized returns.
- PEJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PEJ | SMMD | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.15% |
| Fund size (AUM) | $245M | $3.0B |
| Since | 2005 | 2017 |
| Dividend yield | 0.40% | 1.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.5% | +39.3% |
| CAGR 3Y | +15.5% | +19.5% |
| CAGR 5Y | +7.9% | +8.4% |
| Sharpe 3Y | 0.62 | 0.84 |
| Volatility 1Y | 18.60% | 17.31% |
| Max drawdown | -58.96% | -41.06% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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