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PWV vs IWX

Invesco Dynamic Large Cap Value ETF vs iShares Russell Top 200 Value ETF

PWV

Invesco Dynamic Large Cap Value ETF

Invesco

Annual cost

0.55%

Fund size

$1.5B

IWX

iShares Russell Top 200 Value ETF

iShares

Annual cost

0.20%

Fund size

$3.4B

Key differences

  • IWX costs 0.35% less per year.
  • Over the last 3 years, PWV has delivered higher annualized returns.

Side-by-side comparison

PWVIWX
Annual cost (TER)0.55%0.20%
Fund size (AUM)$1.5B$3.4B
Since20052009
Dividend yield1.83%1.53%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.2%+29.4%
CAGR 3Y+21.3%+18.9%
CAGR 5Y+12.7%+11.1%
Sharpe 3Y1.281.20
Volatility 1Y9.39%10.11%
Max drawdown-37.67%-35.76%

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

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