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PEY vs HDV

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

PEY

Invesco High Yield Equity Dividend Achievers ETF

Annual cost

0.54%

Fund size

$1.1B

HDV

iShares Core High Dividend ETF

Annual cost

0.08%

Fund size

$13.4B

Key differences

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

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

Side-by-side comparison

PEYHDV
Annual cost (TER)0.54%0.08%
Fund size (AUM)$1.1B$13.4B
Since20042011
Dividend yield4.46%2.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+18.7%+22.4%
CAGR 3Y+12.8%+15.9%
CAGR 5Y+6.2%+10.8%
Sharpe 3Y0.601.04
Volatility 1Y14.08%9.71%
Max drawdown-41.55%-37.04%

Similar to PEY and HDV