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VSLU vs PWV

Applied Finance Valuation Large Cap US ETF vs Invesco Dynamic Large Cap Value ETF

VSLU

Applied Finance Valuation Large Cap US ETF

Applied Finance

Annual cost

0.49%

Fund size

$496M

PWV

Invesco Dynamic Large Cap Value ETF

Invesco

Annual cost

0.55%

Fund size

$1.5B

Key differences

  • VSLU costs 0.06% less per year.
  • Over the last 3 years, VSLU has delivered higher annualized returns.
  • PWV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VSLUPWV
Annual cost (TER)0.49%0.55%
Fund size (AUM)$496M$1.5B
Since20212005
Dividend yield0.45%1.83%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.3%+28.2%
CAGR 3Y+22.6%+21.3%
CAGR 5Y+14.2%+12.7%
Sharpe 3Y1.241.28
Volatility 1Y12.61%9.39%
Max drawdown-23.86%-37.67%

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

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