PWV vs ASHR

Comparison between INVESCO LARGE CAP VALUE ETF (PWV, ETF) and XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF (ASHR, ETF).

5-Year PerformancePWV has outperformed ASHR, delivering a return of +12.1% compared to -0.2%

PWV vs ASHR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PWV(ETF)	ASHR(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	0.55%	0.65%
Max Drawdown	50.70%	61.79%
Sharpe Ratio	2.14	1.89
5Y Beta	0.64	0.36
P/E Ratio	16.12	N/A
Forward P/E	13.72	N/A
PEG Ratio	0.28	N/A
5Y Dividends CAGR	7.51%	26.63%
5Y EPS CAGR	10.49%	N/A
Debt to Equity	58.30%	N/A
P/S Ratio	1.38	N/A
P/B Ratio	2.23	N/A

Net Assets

PWV

$1.40B

Winner

ASHR

$1.50B

Expense Ratio

Winner

PWV

0.55%

ASHR

0.65%

Max Drawdown

Winner

PWV

50.70%

ASHR

61.79%

Sharpe Ratio

Winner

PWV

2.14

ASHR

1.89

5Y Beta

PWV

0.64

Winner

ASHR

0.36

P/E Ratio

PWV

16.12

ASHR

N/A

Forward P/E

PWV

13.72

ASHR

N/A

PEG Ratio

PWV

0.28

ASHR

N/A

5Y Dividends CAGR

PWV

7.51%

Winner

ASHR

26.63%

5Y EPS CAGR

PWV

10.49%

ASHR

N/A

Debt to Equity

PWV

58.30%

ASHR

N/A

P/S Ratio

PWV

1.38

ASHR

N/A

P/B Ratio

PWV

2.23

ASHR

N/A

PWV vs ASHR - Historical Returns

Returns include dividend reinvestment.

Period	PWV	ASHR
1 month	+1.13%	+6.56%
3 months	+3.27%	+4.78%
6 months	+12.04%	+9.94%
1 year	+26.47%	+38.15%
5 years(CAGR)	+12.07%	-0.17%
10 years(CAGR)	+11.83%	+5.96%
Max(CAGR)	+10.09%	+6.22%

PWV

+1.13%

Winner

ASHR

+6.56%

PWV

+3.27%

Winner

ASHR

+4.78%

Winner

PWV

+12.04%

ASHR

+9.94%

PWV

+26.47%

Winner

ASHR

+38.15%

5Y(CAGR)

Winner

PWV

+12.07%

ASHR

-0.17%

10Y(CAGR)

Winner

PWV

+11.83%

ASHR

+5.96%

Max(CAGR)

Winner

PWV

+10.09%

ASHR

+6.22%

PWV vs ASHR - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PWV	ASHR
2026	+8.64%	+7.23%
2025	+19.47%	+30.87%
2024	+13.95%	+14.29%
2023	+10.50%	-13.35%
2022	-1.98%	-27.39%
2021	+30.66%	-3.01%
2020	-4.55%	+33.50%
2019	+29.16%	+37.57%
2018	-14.36%	-29.75%
2017	+16.04%	+31.00%
2016	+20.43%	-7.74%
2015	-4.84%	-2.63%
2014	+13.32%	+54.20%
2013	+29.72%	-0.56%
2012	+14.97%	N/A
2011	+5.30%	N/A
2010	+12.02%	N/A
2009	+15.26%	N/A
2008	-26.06%	N/A
2007	+5.32%	N/A
2006	+22.45%	N/A
2005	+8.65%	N/A

PWV vs ASHR Drawdown Comparison

The maximum drawdown for PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.

The maximum drawdown for ASHR was -51.28%, occurring on Feb 2, 2024. This drawdown has not yet recovered.

The current PWV drawdown is -1.59%. The current ASHR drawdown is -16.63%.

Rank	PWV	ASHR
#1	-49.06% Oct 9, 2007 - May 6, 2010	-51.28% Feb 17, 2021 - Feb 2, 2024
#2	-45.10% May 6, 2010 - Jul 18, 2013	-50.43% Jun 12, 2015 - Jan 4, 2021
#3	-37.64% Feb 12, 2020 - Feb 23, 2021	-18.34% Dec 4, 2013 - Oct 8, 2014
#4	-22.24% Jan 26, 2018 - Oct 25, 2019	-11.42% Jan 7, 2015 - Mar 16, 2015
#5	-16.38% Jan 11, 2022 - Jul 31, 2023	-7.46% May 4, 2015 - May 21, 2015
#6	-15.12% May 21, 2015 - Jul 8, 2016	-7.34% Dec 8, 2014 - Dec 17, 2014
#7	-14.32% Nov 29, 2024 - Jun 23, 2025	-6.81% May 26, 2015 - Jun 8, 2015
#8	-10.45% Jun 4, 2007 - Oct 5, 2007	-5.41% Dec 17, 2014 - Dec 26, 2014
#9	-9.27% Jul 31, 2023 - Dec 1, 2023	-5.36% Jan 12, 2021 - Feb 9, 2021
#10	-8.72% Sep 19, 2014 - Nov 18, 2014	-5.22% Oct 8, 2014 - Oct 31, 2014
#11	-6.53% Jan 15, 2014 - Mar 6, 2014	-4.96% Apr 16, 2015 - Apr 21, 2015
#12	-6.46% May 5, 2006 - Jul 28, 2006	-4.17% Nov 18, 2013 - Dec 4, 2013
#13	-6.25% Jun 4, 2021 - Aug 12, 2021	-3.79% Nov 14, 2014 - Nov 21, 2014
#14	-6.24% Feb 15, 2007 - Apr 16, 2007	-3.56% Nov 28, 2014 - Dec 2, 2014
#15	-6.21% Jul 17, 2024 - Aug 23, 2024	-2.91% Mar 30, 2015 - Apr 6, 2015

Correlation

Correlation between PWV and ASHR is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46

-101

Dividend Comparison (2005 - 2026)

PWV vs ASHR dividend yield comparison.

Year	PWV	ASHR
2026	0.47%	0.00%
2025	2.12%	2.31%
2024	2.08%	1.13%
2023	2.16%	2.48%
2022	2.29%	1.13%
2021	1.89%	0.88%
2020	2.66%	0.81%
2019	2.24%	0.98%
2018	2.34%	1.32%
2017	1.55%	0.84%
2016	2.35%	0.73%
2015	2.42%	30.13%
2014	1.93%	0.27%
2013	1.82%	0.00%
2012	2.41%	0.00%
2011	2.21%	0.00%
2010	2.24%	0.00%
2009	2.19%	0.00%
2008	2.81%	0.00%
2007	2.28%	0.00%
2006	1.35%	0.00%
2005	1.28%	0.00%