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PWV vs SPLV

Invesco Dynamic Large Cap Value ETF vs Invesco S&P 500 Low Volatility ETF

PWV

Invesco Dynamic Large Cap Value ETF

Invesco

Annual cost

0.55%

Fund size

$1.5B

SPLV

Invesco S&P 500 Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$7.2B

Key differences

  • SPLV costs 0.30% less per year.
  • SPLV 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.
  • PWV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PWVSPLV
Annual cost (TER)0.55%0.25%
Fund size (AUM)$1.5B$7.2B
Since20052011
Dividend yield1.83%2.11%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.2%+4.3%
CAGR 3Y+21.3%+8.2%
CAGR 5Y+12.7%+6.1%
Sharpe 3Y1.280.45
Volatility 1Y9.39%9.71%
Max drawdown-37.67%-36.26%

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

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