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PYZ vs IYM

Invesco DWA Basic Materials Momentum ETF vs iShares U.S. Basic Materials ETF

PYZ

Invesco DWA Basic Materials Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$103M

IYM

iShares U.S. Basic Materials ETF

iShares

Annual cost

0.38%

Fund size

$1.5B

Key differences

  • IYM costs 0.22% less per year.
  • IYM is significantly larger than PYZ — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PYZ has delivered higher annualized returns.
  • IYM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PYZIYM
Annual cost (TER)0.60%0.38%
Fund size (AUM)$103M$1.5B
Since20062000
Dividend yield0.53%1.28%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+46.0%+38.5%
CAGR 3Y+17.7%+14.7%
CAGR 5Y+7.3%+7.0%
Sharpe 3Y0.670.65
Volatility 1Y25.50%18.63%
Max drawdown-52.46%-42.76%

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

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