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PHO vs PBW

Invesco Water Resources ETF vs Invesco WilderHill Clean Energy ETF

PHO

Invesco Water Resources ETF

Invesco

Annual cost

0.59%

Fund size

$2.1B

PBW

Invesco WilderHill Clean Energy ETF

Invesco

Annual cost

0.64%

Fund size

$447M

Key differences

  • PHO costs 0.05% less per year.
  • PHO is significantly larger than PBW — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PBW has delivered higher annualized returns.

Side-by-side comparison

PHOPBW
Annual cost (TER)0.59%0.64%
Fund size (AUM)$2.1B$447M
Since20052005
Dividend yield0.56%0.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-1.6%+159.6%
CAGR 3Y+7.9%+9.9%
CAGR 5Y+5.6%-8.4%
Sharpe 3Y0.330.35
Volatility 1Y15.23%40.43%
Max drawdown-34.92%-89.06%

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

Similar to PHO and PBW