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PTF vs IGM

Invesco Dorsey Wright Technology Momentum ETF vs iShares Expanded Tech Sector ETF

PTF

Invesco Dorsey Wright Technology Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$583M

IGM

iShares Expanded Tech Sector ETF

iShares

Annual cost

0.39%

Fund size

$9.5B

Key differences

  • IGM costs 0.21% less per year.
  • IGM is significantly larger than PTF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PTF has delivered higher annualized returns.
  • IGM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PTFIGM
Annual cost (TER)0.60%0.39%
Fund size (AUM)$583M$9.5B
Since20062001
Dividend yield0.01%0.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+104.9%+59.6%
CAGR 3Y+44.5%+39.5%
CAGR 5Y+24.9%+21.8%
Sharpe 3Y1.121.39
Volatility 1Y38.26%20.34%
Max drawdown-44.88%-40.68%

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

Similar to PTF and IGM