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EQAL vs RFV
Invesco Russell 1000 Equal Weight ETF vs Invesco S&P MidCap 400 Pure Value ETF
Key differences
Both EQAL and RFV are equity ETFs. EQAL charges 0.20% a year and RFV 0.35%. The main difference: EQAL costs 0.15% less per year.
- EQAL costs 0.15% less per year.
- Over the last three years, RFV has delivered higher annualized returns.
- RFV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EQAL | RFV | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.35% |
| Fund size (AUM) | $806M | $318M |
| Since | 2014 | 2006 |
| Dividend yield | 1.64% | 1.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.2% | +24.6% |
| CAGR 3Y | +16.1% | +17.8% |
| CAGR 5Y | +6.8% | +9.7% |
| Sharpe 3Y | 0.83 | 0.72 |
| Volatility 1Y | 12.38% | 18.07% |
| Max drawdown | -40.44% | -52.24% |
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