Screener
PEX vs PBD
ProShares Global Listed Private Equity ETF vs Invesco Global Clean Energy ETF
Key differences
- PBD costs 2.20% less per year.
- PBD is significantly larger than PEX — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, PBD has delivered higher annualized returns.
- PBD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PEX | PBD | |
|---|---|---|
| Annual cost (TER) | 2.95% | 0.75% |
| Fund size (AUM) | $12M | $208M |
| Since | 2013 | 2007 |
| Dividend yield | 12.12% | 1.74% |
| Asset class | equity | equity |
| Region | — | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | -10.0% | +95.4% |
| CAGR 3Y | +4.8% | +9.1% |
| CAGR 5Y | -0.0% | -2.4% |
| Sharpe 3Y | 0.15 | 0.33 |
| Volatility 1Y | 15.39% | 23.36% |
| Max drawdown | -49.17% | -75.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to PEX and PBD
Explore further