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PXI vs IYE

Invesco DWA Energy Momentum ETF vs iShares U.S. Energy ETF

PXI

Invesco DWA Energy Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$85M

IYE

iShares U.S. Energy ETF

iShares

Annual cost

0.38%

Fund size

$1.8B

Key differences

  • IYE costs 0.22% less per year.
  • IYE 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.
  • IYE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PXIIYE
Annual cost (TER)0.60%0.38%
Fund size (AUM)$85M$1.8B
Since20062000
Dividend yield1.25%2.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+49.6%+48.3%
CAGR 3Y+20.0%+18.2%
CAGR 5Y+19.0%+20.2%
Sharpe 3Y0.710.73
Volatility 1Y21.24%19.70%
Max drawdown-79.55%-68.59%

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

Similar to PXI and IYE