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SPVM vs PDP
Invesco S&P 500 Value with Momentum ETF vs Invesco Dorsey Wright Momentum ETF
Key differences
- SPVM costs 0.23% less per year.
- PDP is significantly larger than SPVM — larger funds tend to be more liquid and less likely to close.
- SPVM follows a index tracking strategy; PDP uses active selection.
- Over the last 3 years, PDP has delivered higher annualized returns.
Side-by-side comparison
| SPVM | PDP | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.62% |
| Fund size (AUM) | $120M | $1.5B |
| Since | 2011 | 2007 |
| Dividend yield | 1.95% | 0.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +28.0% | +34.3% |
| CAGR 3Y | +18.7% | +23.4% |
| CAGR 5Y | +9.9% | +10.9% |
| Sharpe 3Y | 1.03 | 0.95 |
| Volatility 1Y | 11.79% | 21.84% |
| Max drawdown | -45.35% | -34.70% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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