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PJP vs KBWY

Invesco Pharmaceuticals ETF vs Invesco KBW Premium Yield Equity REIT ETF

PJP

Invesco Pharmaceuticals ETF

Invesco

Annual cost

0.57%

Fund size

$334M

KBWY

Invesco KBW Premium Yield Equity REIT ETF

Invesco

Annual cost

0.35%

Fund size

$276M

Key differences

  • KBWY costs 0.22% less per year.
  • Over the last 3 years, PJP has delivered higher annualized returns.
  • PJP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PJPKBWY
Annual cost (TER)0.57%0.35%
Fund size (AUM)$334M$276M
Since20052010
Dividend yield1.01%9.02%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+40.6%+27.4%
CAGR 3Y+14.0%+11.7%
CAGR 5Y+7.8%+3.1%
Sharpe 3Y0.690.46
Volatility 1Y16.23%16.58%
Max drawdown-33.95%-57.68%

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

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