Screener
PWV vs SPVM
Invesco Dynamic Large Cap Value ETF vs Invesco S&P 500 Value with Momentum ETF
Key differences
- SPVM costs 0.16% less per year.
- PWV is significantly larger than SPVM — 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
| PWV | SPVM | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.39% |
| Fund size (AUM) | $1.5B | $120M |
| Since | 2005 | 2011 |
| Dividend yield | 1.83% | 1.95% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.2% | +28.0% |
| CAGR 3Y | +21.3% | +18.7% |
| CAGR 5Y | +12.7% | +9.9% |
| Sharpe 3Y | 1.28 | 1.03 |
| Volatility 1Y | 9.39% | 11.79% |
| Max drawdown | -37.67% | -45.35% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to PWV and SPVM
Explore further