Screener
PUI vs DWAS
Invesco Dorsey Wright Utilities Momentum ETF vs Invesco DWA SmallCap Momentum ETF
Key differences
- DWAS is significantly larger than PUI — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, DWAS has delivered higher annualized returns.
- PUI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PUI | DWAS | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.60% |
| Fund size (AUM) | $79M | $410M |
| Since | 2005 | 2012 |
| Dividend yield | 2.00% | 0.01% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +16.5% | +45.1% |
| CAGR 3Y | +16.2% | +17.3% |
| CAGR 5Y | +9.5% | +7.9% |
| Sharpe 3Y | 0.82 | 0.63 |
| Volatility 1Y | 14.72% | 22.87% |
| Max drawdown | -35.60% | -46.16% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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