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PHO vs PXI

Invesco Water Resources ETF vs Invesco DWA Energy Momentum ETF

PHO

Invesco Water Resources ETF

Invesco

Annual cost

0.59%

Fund size

$2.1B

PXI

Invesco DWA Energy Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$85M

Key differences

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

Side-by-side comparison

PHOPXI
Annual cost (TER)0.59%0.60%
Fund size (AUM)$2.1B$85M
Since20052006
Dividend yield0.56%1.25%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-1.6%+42.6%
CAGR 3Y+7.9%+17.8%
CAGR 5Y+5.6%+19.1%
Sharpe 3Y0.330.64
Volatility 1Y15.23%21.47%
Max drawdown-34.92%-79.55%

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

Similar to PHO and PXI