PWV vs WCMI
Comparison between INVESCO LARGE CAP VALUE ETF (PWV, ETF) and FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF).
PWV vs WCMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PWV
$1.70B
Winner
WCMI
$1.80B
Expense Ratio
Winner
PWV
0.55%
WCMI
0.85%
Max Drawdown
PWV
50.70%
Winner
WCMI
20.16%
Sharpe Ratio
Winner
PWV
2.53
WCMI
1.13
5Y Beta
Winner
PWV
0.59
WCMI
0.82
P/E Ratio
PWV
16.81
WCMI
N/A
Forward P/E
PWV
14.06
WCMI
N/A
PEG Ratio
PWV
0.36
WCMI
N/A
5Y Dividends CAGR
PWV
9.13%
WCMI
N/A
5Y EPS CAGR
PWV
9.79%
WCMI
N/A
Debt to Equity
PWV
39.29%
WCMI
N/A
P/S Ratio
PWV
1.37
WCMI
N/A
P/B Ratio
PWV
2.58
WCMI
N/A
PWV vs WCMI - Holdings Comparison
PWV and WCMI have 2 common holdings. Overlap is 1.34%
PWV's top 25 holdings weight is 65.65%. WCMI's top 25 holdings weight is 75.13%.
| Rank | PWV | WCMI |
|---|---|---|
| #1 | ABBVIE INC (ABBV) - 3.73% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 7.12% |
| #2 | UNITEDHEALTH GROUP INC (UNH) - 3.64% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 6.35% |
| #3 | BANK OF AMERICA CORP (BAC) - 3.61% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 5.08% |
| #4 | JOHNSON & JOHNSON (JNJ) - 3.58% | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 3.98% |
| #5 | WELLS FARGO & CO (WFC) - 3.56% | MIZUHO FINANCIAL GROUP INC (n/a) - 3.31% |
| #6 | MORGAN STANLEY (MS) - 3.50% | CONSTELLATION SOFTWARE INC (CNSWF) - 3.31% |
| #7 | CITIGROUP INC (C) - 3.50% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 3.10% |
| #8 | JPMORGAN CHASE & CO (JPM) - 3.48% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 3.04% |
| #9 | THE GOLDMAN SACHS GROUP INC (GS) - 3.37% | LOTTOMATICA GROUP SPA (n/a) - 3.01% |
| #10 | MERCK & CO INC (MRK) - 3.32% | TESCO PLC (n/a) - 2.87% |
| #11 | COCA-COLA CO (KO) - 3.26% | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 2.85% |
| #12 | PEPSICO INC (PEP) - 3.01% | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 2.78% |
| #13 | CHEVRON CORP (CVX) - 2.99% | SOCIETE GENERALE SA (n/a) - 2.70% |
| #14 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.92% | SONY GROUP CORP ADR (SONY) - 2.67% |
| #15 | VERIZON COMMUNICATIONS INC (VZ) - 2.77% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.36% |
| #16 | CARDINAL HEALTH INC (CAH) - 1.59% | JAPAN EXCHANGE GROUP INC (n/a) - 2.34% |
| #17 | ALLSTATE CORP (ALL) - 1.59% | KB FINANCIAL GROUP INC (n/a) - 2.32% |
| #18 | VALERO ENERGY CORP (VLO) - 1.59% | SK HYNIX INC ADR (SKHY) - 2.27% |
| #19 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.55% | UBS GROUP AG REGISTERED SHARES (n/a) - 2.14% |
| #20 | CVS HEALTH CORP (CVS) - 1.54% | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 2.08% |
| #21 | U.S. BANCORP (USB) - 1.53% | WUXI BIOLOGICS (CAYMAN) INC (n/a) - 2.00% |
| #22 | DELTA AIR LINES INC (DAL) - 1.53% | SLB LTD (SLB) - 1.89% |
| #23 | THE TRAVELERS COMPANIES INC (TRV) - 1.51% | NOVO NORDISK AS ADR (NVO) - 1.87% |
| #24 | METLIFE INC (MET) - 1.49% | RENTOKIL INITIAL PLC (n/a) - 1.86% |
| #25 | PHILLIPS 66 (PSX) - 1.49% | BAYER AG (n/a) - 1.83% |
| Total Holdings | 52 | 52 |
PWV vs WCMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PWV
+2.16%
WCMI
+1.60%
3M
Winner
PWV
+11.35%
WCMI
+4.44%
6M
Winner
PWV
+14.97%
WCMI
+10.42%
1Y
Winner
PWV
+31.83%
WCMI
+26.72%
5Y(CAGR)
PWV
+14.77%
WCMI
N/A
10Y(CAGR)
PWV
+12.25%
WCMI
N/A
Max(CAGR)
PWV
+10.52%
Winner
WCMI
+21.67%
PWV vs WCMI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PWV | WCMI |
|---|---|---|
| 2026 | +20.92% | +13.60% |
| 2025 | +19.47% | +30.97% |
| 2024 | +13.95% | -5.05% |
| 2023 | +10.50% | N/A |
| 2022 | -1.98% | N/A |
| 2021 | +30.66% | N/A |
| 2020 | -4.55% | N/A |
| 2019 | +29.16% | N/A |
| 2018 | -14.36% | N/A |
| 2017 | +16.04% | N/A |
| 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 WCMI Drawdown Comparison
The maximum drawdown for PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.
The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.
The current PWV drawdown is -0.94%. The current WCMI drawdown is -1.12%.
| Rank | PWV | WCMI |
|---|---|---|
| #1 | -49.06% Oct 9, 2007 - May 6, 2010 | -12.79% Mar 17, 2025 - Apr 29, 2025 |
| #2 | -45.10% May 6, 2010 - Jul 18, 2013 | -12.49% Jan 27, 2026 - Apr 14, 2026 |
| #3 | -37.64% Feb 12, 2020 - Feb 23, 2021 | -8.03% Oct 6, 2025 - Dec 26, 2025 |
| #4 | -22.24% Jan 26, 2018 - Oct 25, 2019 | -7.18% Oct 18, 2024 - Jan 28, 2025 |
| #5 | -16.38% Jan 11, 2022 - Jul 31, 2023 | -6.81% Jun 22, 2026 - Jul 29, 2026 |
| #6 | -15.12% May 21, 2015 - Jul 8, 2016 | -5.05% Jun 4, 2026 - Jun 15, 2026 |
| #7 | -14.32% Nov 29, 2024 - Jun 23, 2025 | -4.56% May 6, 2026 - Jun 1, 2026 |
| #8 | -10.45% Jun 4, 2007 - Oct 5, 2007 | -3.85% Apr 17, 2026 - May 5, 2026 |
| #9 | -9.27% Jul 31, 2023 - Dec 1, 2023 | -3.29% Jun 12, 2025 - Jun 26, 2025 |
| #10 | -8.72% Sep 19, 2014 - Nov 18, 2014 | -3.22% Mar 5, 2025 - Mar 17, 2025 |
| #11 | -6.53% Jan 15, 2014 - Mar 6, 2014 | -3.08% Jun 30, 2025 - Sep 8, 2025 |
| #12 | -6.46% May 5, 2006 - Jul 28, 2006 | -2.49% Feb 18, 2025 - Mar 5, 2025 |
| #13 | -6.25% Jun 4, 2021 - Aug 12, 2021 | -1.99% Jan 12, 2026 - Jan 23, 2026 |
| #14 | -6.24% Feb 15, 2007 - Apr 16, 2007 | -1.83% Jan 30, 2025 - Feb 12, 2025 |
| #15 | -6.21% Jul 17, 2024 - Aug 23, 2024 | -1.33% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between PWV and WCMI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2005 - 2026)
PWV vs WCMI dividend yield comparison.
| Year | PWV | WCMI |
|---|---|---|
| 2026 | 0.94% | 0.24% |
| 2025 | 2.12% | 0.78% |
| 2024 | 2.08% | 15.26% |
| 2023 | 2.16% | 0.00% |
| 2022 | 2.29% | 0.00% |
| 2021 | 1.89% | 0.00% |
| 2020 | 2.66% | 0.00% |
| 2019 | 2.24% | 0.00% |
| 2018 | 2.34% | 0.00% |
| 2017 | 1.55% | 0.00% |
| 2016 | 2.35% | 0.00% |
| 2015 | 2.42% | 0.00% |
| 2014 | 1.93% | 0.00% |
| 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% |
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