Skip to content
Beacon
Screener

PWV vs BUSA

Invesco Dynamic Large Cap Value ETF vs Brandes U.S. Value ETF

PWV

Invesco Dynamic Large Cap Value ETF

Invesco

Annual cost

0.55%

Fund size

$1.5B

BUSA

Brandes U.S. Value ETF

Brandes

Annual cost

0.60%

Fund size

$292M

Key differences

  • PWV is significantly larger than BUSA — larger funds tend to be more liquid and less likely to close.
  • PWV follows a index tracking strategy; BUSA uses active selection.
  • PWV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PWVBUSA
Annual cost (TER)0.55%0.60%
Fund size (AUM)$1.5B$292M
Since20052023
Dividend yield1.83%1.48%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+28.2%+23.9%
CAGR 3Y+21.3%N/A
CAGR 5Y+12.7%N/A
Sharpe 3Y1.28N/A
Volatility 1Y9.39%11.96%
Max drawdown-37.67%-14.19%

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

Similar to PWV and BUSA