Invesco Dynamic Large Cap Value ETF (PWV) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with PWV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PWV
PWV charges 0.58% annually. There are 106 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | PWV vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | PWV vs ILCV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | PWV vs SPYV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | PWV vs VTV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | PWV vs SCHV |
Best Risk-Adjusted Alternatives to PWV
PWV has a PortfoliosLab risk / return rank of 91. There are 2 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | PWV vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 92 | 956.28M | May 2022 | PWV vs SEIV | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | PWV vs AVLV | |
| LSV Disciplined Value ETF | 90 | 617.15M | Dec 2024 | PWV vs LSVD | |
| Eventide High Dividend ETF | 89 | 150.61M | Sep 2024 | PWV vs ELCV |
Top Performing PWV Alternatives (YTD)
PWV is at 15.98% YTD. There are 14 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 45.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 45.30% | 14.76B | Apr 2013 | PWV vs VLUE | |
| Clough Select Equity ETF | 27.35% | 55.44M | Nov 2020 | PWV vs CBSE | |
| Eventide High Dividend ETF | 23.11% | 150.61M | Sep 2024 | PWV vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.57% | 12.01B | Sep 2021 | PWV vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.29% | 164.26M | Jul 2023 | PWV vs ROE |
Lowest Volatility Alternatives to PWV
PWV has 9.57% 1-year volatility. There are 6 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.95% | 141.50M | Jan 2020 | PWV vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 8.95% | 32.39M | Apr 2023 | PWV vs MDLV | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.12B | Jun 2006 | PWV vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.05% | 342.03M | Sep 2023 | PWV vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.41% | 1.61B | Jun 2006 | PWV vs DTD |
Lowest Drawdown Alternatives to PWV
PWV has a 1-year max drawdown of -4.05%. No ETFs in the Large Cap Value Equities category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -4.27%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | PWV vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | PWV vs FDL | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | PWV vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | PWV vs ELCV | |
| First Trust Large Cap Value AlphaDEX Fund | -5.13% | 1.30B | May 2007 | PWV vs FTA |
Other ETFs from Invesco
The 10 most viewed Invesco ETFs shown here include QQQ, SPMO, QQQM and span 12 categories. AUM among these funds goes as high as $493B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Nasdaq-100 | 59 | 16.45% | 493.17B | Mar 1999 | PWV vs QQQ | |
| Invesco S&P 500 Momentum ETF | Momentum, S&P 500 | 68 | 29.91% | 21.99B | Oct 2015 | PWV vs SPMO | |
| Invesco NASDAQ 100 ETF | Nasdaq-100 | 60 | 16.48% | 101.29B | Oct 2020 | PWV vs QQQM | |
| Invesco S&P 500 Equal Weight ETF | S&P 500, Equal Weight | 49 | 9.94% | 92.57B | Apr 2003 | PWV vs RSP | |
| Invesco PHLX Semiconductor ETF | Semiconductors, Technology Equities | 94 | 90.62% | 3.22B | Jun 2021 | PWV vs SOXQ | |
| Invesco S&P 500 Top 50 ETF | S&P 500 | 39 | 1.60% | 10.60B | May 2005 | PWV vs XLG | |
| Invesco S&P 500 Quality ETF | S&P 500, Large Cap Blend Equities | 61 | 16.54% | 21.05B | Dec 2005 | PWV vs SPHQ | |
| Invesco S&P 500® High Dividend Low Volatility ETF | Dividend, S&P 500, Large Cap Value Equities | 30 | 8.20% | 3.27B | Oct 2012 | PWV vs SPHD | |
| Invesco S&P MidCap Momentum ETF | Momentum, Mid Cap Growth Equities | 66 | 22.90% | 8.18B | Mar 2005 | PWV vs XMMO | |
| Invesco Aerospace & Defense ETF | Aerospace & Defense, Industrials Equities | 38 | 9.76% | 8.26B | Oct 2005 | PWV vs PPA |
Often Compared With PWV
Investors most often compare PWV with PVAL, PBUS, MGV. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PWV with Any Fund or Stock
Compare PWV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PWV with funds that move differently
Invesco Dynamic Large Cap Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PWV.
Explore PWV Diversifiers