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CSD vs RWJ

Invesco S&P Spin-Off ETF vs Invesco S&P SmallCap 600 Revenue ETF

CSD

Invesco S&P Spin-Off ETF

Invesco

Annual cost

0.65%

Fund size

$145M

RWJ

Invesco S&P SmallCap 600 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.8B

Key differences

  • RWJ costs 0.26% less per year.
  • RWJ is significantly larger than CSD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, CSD has delivered higher annualized returns.

Side-by-side comparison

CSDRWJ
Annual cost (TER)0.65%0.39%
Fund size (AUM)$145M$1.8B
Since20062008
Dividend yield0.12%1.02%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+75.4%+40.2%
CAGR 3Y+36.3%+17.5%
CAGR 5Y+17.2%+8.8%
Sharpe 3Y1.280.67
Volatility 1Y23.98%19.62%
Max drawdown-57.55%-51.33%

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

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