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PWV vs IWN

Invesco Dynamic Large Cap Value ETF vs iShares Russell 2000 Value ETF

PWV

Invesco Dynamic Large Cap Value ETF

Invesco

Annual cost

0.55%

Fund size

$1.5B

IWN

iShares Russell 2000 Value ETF

iShares

Annual cost

0.24%

Fund size

$13.4B

Key differences

  • IWN costs 0.31% less per year.
  • IWN is significantly larger than PWV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PWV has delivered higher annualized returns.
  • IWN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PWVIWN
Annual cost (TER)0.55%0.24%
Fund size (AUM)$1.5B$13.4B
Since20052000
Dividend yield1.83%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.2%+43.7%
CAGR 3Y+21.3%+18.7%
CAGR 5Y+12.7%+6.9%
Sharpe 3Y1.280.77
Volatility 1Y9.39%17.87%
Max drawdown-37.67%-46.08%

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

Similar to PWV and IWN