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CSD vs RWK

Invesco S&P Spin-Off ETF vs Invesco S&P MidCap 400 Revenue ETF

CSD

Invesco S&P Spin-Off ETF

Invesco

Annual cost

0.65%

Fund size

$145M

RWK

Invesco S&P MidCap 400 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.2B

Key differences

  • RWK costs 0.26% less per year.
  • RWK 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

CSDRWK
Annual cost (TER)0.65%0.39%
Fund size (AUM)$145M$1.2B
Since20062008
Dividend yield0.12%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+75.4%+28.8%
CAGR 3Y+36.3%+18.4%
CAGR 5Y+17.2%+10.7%
Sharpe 3Y1.280.80
Volatility 1Y23.98%16.91%
Max drawdown-57.55%-46.20%

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

Similar to CSD and RWK