PWV vs BAR

Comparison between INVESCO LARGE CAP VALUE ETF (PWV, ETF) and GraniteShares Gold Shares (BAR, ETF).

5-Year PerformanceBAR has outperformed PWV, delivering a return of +20.6% compared to +12.4%

PWV vs BAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PWV(ETF)	BAR(ETF)
Net Assets	$1.50B	$1.60B
Expense Ratio	0.55%	0.17%
Max Drawdown	50.70%	21.53%
Sharpe Ratio	2.09	1.34
5Y Beta	0.64	0.18
P/E Ratio	16.19	N/A
Forward P/E	13.39	N/A
PEG Ratio	0.28	N/A
5Y Dividends CAGR	7.51%	N/A
5Y EPS CAGR	10.49%	N/A
Debt to Equity	57.25%	N/A
P/S Ratio	1.39	N/A
P/B Ratio	2.27	N/A

Net Assets

PWV

$1.50B

Winner

BAR

$1.60B

Expense Ratio

PWV

0.55%

Winner

BAR

0.17%

Max Drawdown

PWV

50.70%

Winner

BAR

21.53%

Sharpe Ratio

Winner

PWV

2.09

BAR

1.34

5Y Beta

PWV

0.64

Winner

BAR

0.18

P/E Ratio

PWV

16.19

BAR

N/A

Forward P/E

PWV

13.39

BAR

N/A

PEG Ratio

PWV

0.28

BAR

N/A

5Y Dividends CAGR

PWV

7.51%

BAR

N/A

5Y EPS CAGR

PWV

10.49%

BAR

N/A

Debt to Equity

PWV

57.25%

BAR

N/A

P/S Ratio

PWV

1.39

BAR

N/A

P/B Ratio

PWV

2.27

BAR

N/A

PWV vs BAR - Historical Returns

Returns include dividend reinvestment.

Period	PWV	BAR
1 month	+1.84%	-0.55%
3 months	+3.18%	-6.94%
6 months	+10.37%	+14.60%
1 year	+23.89%	+46.18%
5 years(CAGR)	+12.40%	+20.63%
10 years(CAGR)	+11.79%	+15.64%
Max(CAGR)	+10.10%	+15.64%

Winner

PWV

+1.84%

BAR

-0.55%

Winner

PWV

+3.18%

BAR

-6.94%

PWV

+10.37%

Winner

BAR

+14.60%

PWV

+23.89%

Winner

BAR

+46.18%

5Y(CAGR)

PWV

+12.40%

Winner

BAR

+20.63%

10Y(CAGR)

PWV

+11.79%

Winner

BAR

+15.64%

Max(CAGR)

PWV

+10.10%

Winner

BAR

+15.64%

PWV vs BAR - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PWV	BAR
2026	+8.78%	+9.28%
2025	+19.47%	+61.93%
2024	+13.95%	+27.29%
2023	+10.50%	+12.03%
2022	-1.98%	+0.89%
2021	+30.66%	-6.10%
2020	-4.55%	+24.03%
2019	+29.16%	+18.10%
2018	-14.36%	-2.73%
2017	+16.04%	-1.15%
2016	+20.43%	N/A
2015	-4.84%	N/A
2014	+13.32%	N/A
2013	+29.72%	N/A
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 BAR Drawdown Comparison

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

The maximum drawdown for BAR was -21.53%, occurring on Sep 26, 2022. Recovery took 853 trading sessions.

The current PWV drawdown is -1.47%. The current BAR drawdown is -12.28%.

Rank	PWV	BAR
#1	-49.06% Oct 9, 2007 - May 6, 2010	-21.53% Aug 6, 2020 - Dec 27, 2023
#2	-45.10% May 6, 2010 - Jul 18, 2013	-19.19% Jan 29, 2026 - Mar 26, 2026
#3	-37.64% Feb 12, 2020 - Feb 23, 2021	-13.46% Jan 24, 2018 - Jun 20, 2019
#4	-22.24% Jan 26, 2018 - Oct 25, 2019	-12.45% Mar 9, 2020 - Apr 9, 2020
#5	-16.38% Jan 11, 2022 - Jul 31, 2023	-10.05% Oct 20, 2025 - Dec 22, 2025
#6	-15.12% May 21, 2015 - Jul 8, 2016	-8.37% Sep 8, 2017 - Jan 24, 2018
#7	-14.32% Nov 29, 2024 - Jun 23, 2025	-8.03% Oct 30, 2024 - Jan 30, 2025
#8	-10.45% Jun 4, 2007 - Oct 5, 2007	-7.10% Apr 21, 2025 - Jun 13, 2025
#9	-9.27% Jul 31, 2023 - Dec 1, 2023	-6.52% Sep 4, 2019 - Jan 6, 2020
#10	-8.72% Sep 19, 2014 - Nov 18, 2014	-5.71% May 20, 2024 - Jul 16, 2024
#11	-6.53% Jan 15, 2014 - Mar 6, 2014	-4.86% Mar 31, 2025 - Apr 10, 2025
#12	-6.46% May 5, 2006 - Jul 28, 2006	-4.86% Dec 26, 2025 - Jan 12, 2026
#13	-6.25% Jun 4, 2021 - Aug 12, 2021	-4.84% Jun 13, 2025 - Aug 29, 2025
#14	-6.24% Feb 15, 2007 - Apr 16, 2007	-4.78% Feb 24, 2020 - Mar 5, 2020
#15	-6.21% Jul 17, 2024 - Aug 23, 2024	-4.35% Jul 16, 2024 - Aug 12, 2024