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EQWL vs EFIV
Invesco S&P 100 Equal Weight ETF vs State Street SPDR S&P 500 ESG ETF
Key differences
- EFIV costs 0.15% less per year.
- Over the last 3 years, EFIV has delivered higher annualized returns.
- EQWL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EQWL | EFIV | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.10% |
| Fund size (AUM) | $2.5B | $1.2B |
| Since | 2006 | 2020 |
| Dividend yield | 1.60% | 0.98% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.3% | +32.0% |
| CAGR 3Y | +20.2% | +22.8% |
| CAGR 5Y | +11.9% | +14.6% |
| Sharpe 3Y | 1.21 | 1.22 |
| Volatility 1Y | 10.50% | 11.91% |
| Max drawdown | -34.30% | -24.52% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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