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PWV vs LOWV

Invesco Dynamic Large Cap Value ETF vs AB US Low Volatility Equity ETF

PWV

Invesco Dynamic Large Cap Value ETF

Invesco

Annual cost

0.55%

Fund size

$1.5B

LOWV

AB US Low Volatility Equity ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$199M

Key differences

  • LOWV costs 0.16% less per year.
  • PWV is significantly larger than LOWV — larger funds tend to be more liquid and less likely to close.
  • PWV follows a index tracking strategy; LOWV uses active selection.
  • Over the last 3 years, PWV has delivered higher annualized returns.
  • PWV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PWVLOWV
Annual cost (TER)0.55%0.39%
Fund size (AUM)$1.5B$199M
Since20052023
Dividend yield1.83%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+28.2%+13.7%
CAGR 3Y+21.3%+16.5%
CAGR 5Y+12.7%N/A
Sharpe 3Y1.281.03
Volatility 1Y9.39%10.56%
Max drawdown-37.67%-13.87%

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

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