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PEY vs DGRO

Invesco High Yield Equity Dividend Achievers ETF vs iShares Core Dividend Growth ETF

PEY

Invesco High Yield Equity Dividend Achievers ETF

Annual cost

0.54%

Fund size

$1.1B

DGRO

iShares Core Dividend Growth ETF

Annual cost

0.08%

Fund size

$40.5B

Key differences

Both PEY and DGRO are equity ETFs. PEY charges 0.54% a year and DGRO 0.08%. The main difference: DGRO costs 0.46% less per year.

  • DGRO costs 0.46% less per year.
  • DGRO is much larger than PEY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, DGRO has delivered higher annualized returns.
  • PEY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PEYDGRO
Annual cost (TER)0.54%0.08%
Fund size (AUM)$1.1B$40.5B
Since20042014
Dividend yield4.46%1.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+18.7%+22.9%
CAGR 3Y+12.8%+18.0%
CAGR 5Y+6.2%+10.6%
Sharpe 3Y0.601.16
Volatility 1Y14.08%9.52%
Max drawdown-41.55%-35.10%

Similar to PEY and DGRO