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PSP vs KBWD

Invesco Global Listed Private Equity ETF vs Invesco KBW High Dividend Yield Financial ETF

PSP

Invesco Global Listed Private Equity ETF

Invesco

Annual cost

1.80%

Fund size

$255M

KBWD

Invesco KBW High Dividend Yield Financial ETF

Invesco

Annual cost

5.39%

Fund size

$447M

Key differences

  • PSP costs 3.59% less per year.
  • Over the last 3 years, PSP has delivered higher annualized returns.

Side-by-side comparison

PSPKBWD
Annual cost (TER)1.80%5.39%
Fund size (AUM)$255M$447M
Since20062010
Dividend yield6.36%13.23%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y-1.5%+6.7%
CAGR 3Y+12.9%+8.5%
CAGR 5Y+1.2%+1.4%
Sharpe 3Y0.520.34
Volatility 1Y19.45%15.37%
Max drawdown-47.17%-58.63%

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

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