Skip to content
Beacon
Screener

PWV vs XMLV

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

PWV

Invesco Dynamic Large Cap Value ETF

Invesco

Annual cost

0.55%

Fund size

$1.5B

XMLV

Invesco S&P MidCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$750M

Key differences

  • XMLV costs 0.30% less per year.
  • 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

PWVXMLV
Annual cost (TER)0.55%0.25%
Fund size (AUM)$1.5B$750M
Since20052013
Dividend yield1.83%2.80%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.2%+10.0%
CAGR 3Y+21.3%+11.5%
CAGR 5Y+12.7%+6.1%
Sharpe 3Y1.280.63
Volatility 1Y9.39%10.30%
Max drawdown-37.67%-39.86%

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

Similar to PWV and XMLV