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EQAL vs EQWL

Invesco Russell 1000 Equal Weight ETF vs Invesco S&P 100 Equal Weight ETF

EQAL

Invesco Russell 1000 Equal Weight ETF

Invesco

Annual cost

0.20%

Fund size

$797M

EQWL

Invesco S&P 100 Equal Weight ETF

Invesco

Annual cost

0.25%

Fund size

$2.5B

Key differences

  • EQWL is significantly larger than EQAL — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, EQWL has delivered higher annualized returns.
  • EQWL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EQALEQWL
Annual cost (TER)0.20%0.25%
Fund size (AUM)$797M$2.5B
Since20142006
Dividend yield1.66%1.60%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.5%+23.3%
CAGR 3Y+15.7%+20.2%
CAGR 5Y+7.1%+11.9%
Sharpe 3Y0.811.21
Volatility 1Y12.41%10.50%
Max drawdown-40.44%-34.30%

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

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