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ESUM vs RPV

Strategy Shares - Eventide US Market ETF vs Invesco S&P 500 Pure Value ETF

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

RPV

Invesco S&P 500 Pure Value ETF

Invesco

Annual cost

0.35%

Fund size

$1.8B

Side-by-side comparison

ESUMRPV
Annual cost (TER)0.35%
Fund size (AUM)$1.8B
Since2006
Dividend yield2.33%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+27.7%
CAGR 3YN/A+18.5%
CAGR 5YN/A+9.2%
Sharpe 3YN/A0.95
Volatility 1Y13.11%12.77%
Max drawdown-17.70%-50.67%

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

Similar to ESUM and RPV