Skip to content
Beacon
Screener

CSD vs RFV

Invesco S&P Spin-Off ETF vs Invesco S&P MidCap 400 Pure Value ETF

CSD

Invesco S&P Spin-Off ETF

Invesco

Annual cost

0.65%

Fund size

$145M

RFV

Invesco S&P MidCap 400 Pure Value ETF

Invesco

Annual cost

0.35%

Fund size

$313M

Key differences

  • RFV costs 0.30% less per year.
  • Over the last 3 years, CSD has delivered higher annualized returns.

Side-by-side comparison

CSDRFV
Annual cost (TER)0.65%0.35%
Fund size (AUM)$145M$313M
Since20062006
Dividend yield0.12%1.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+75.4%+24.6%
CAGR 3Y+36.3%+16.7%
CAGR 5Y+17.2%+9.8%
Sharpe 3Y1.280.67
Volatility 1Y23.98%18.26%
Max drawdown-57.55%-52.24%

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

Similar to CSD and RFV