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PXI vs DWAS

Invesco DWA Energy Momentum ETF vs Invesco DWA SmallCap Momentum ETF

PXI

Invesco DWA Energy Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$85M

DWAS

Invesco DWA SmallCap Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$410M

Key differences

  • DWAS is significantly larger than PXI — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PXI has delivered higher annualized returns.
  • PXI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PXIDWAS
Annual cost (TER)0.60%0.60%
Fund size (AUM)$85M$410M
Since20062012
Dividend yield1.25%0.01%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+49.6%+41.0%
CAGR 3Y+20.0%+16.4%
CAGR 5Y+19.0%+6.8%
Sharpe 3Y0.710.60
Volatility 1Y21.24%22.74%
Max drawdown-79.55%-46.16%

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

Similar to PXI and DWAS