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PWV vs XSVM

Invesco Dynamic Large Cap Value ETF vs Invesco S&P SmallCap Value with Momentum ETF

PWV

Invesco Dynamic Large Cap Value ETF

Invesco

Annual cost

0.55%

Fund size

$1.5B

XSVM

Invesco S&P SmallCap Value with Momentum ETF

Invesco

Annual cost

0.37%

Fund size

$613M

Key differences

  • XSVM costs 0.18% less per year.
  • Over the last 3 years, PWV has delivered higher annualized returns.

Side-by-side comparison

PWVXSVM
Annual cost (TER)0.55%0.37%
Fund size (AUM)$1.5B$613M
Since20052005
Dividend yield1.83%1.82%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.2%+36.9%
CAGR 3Y+21.3%+17.0%
CAGR 5Y+12.7%+7.1%
Sharpe 3Y1.280.68
Volatility 1Y9.39%18.66%
Max drawdown-37.67%-49.02%

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

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