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PXI vs PBW

Invesco DWA Energy Momentum ETF vs Invesco WilderHill Clean Energy ETF

PXI

Invesco DWA Energy Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$85M

PBW

Invesco WilderHill Clean Energy ETF

Invesco

Annual cost

0.64%

Fund size

$447M

Key differences

  • PBW 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.

Side-by-side comparison

PXIPBW
Annual cost (TER)0.60%0.64%
Fund size (AUM)$85M$447M
Since20062005
Dividend yield1.25%0.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+49.6%+150.5%
CAGR 3Y+20.0%+7.2%
CAGR 5Y+19.0%-8.6%
Sharpe 3Y0.710.29
Volatility 1Y21.24%40.29%
Max drawdown-79.55%-89.06%

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

Similar to PXI and PBW