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ESUM vs RWJ

Strategy Shares - Eventide US Market ETF vs Invesco S&P SmallCap 600 Revenue ETF

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

RWJ

Invesco S&P SmallCap 600 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.8B

Side-by-side comparison

ESUMRWJ
Annual cost (TER)0.39%
Fund size (AUM)$1.8B
Since2008
Dividend yield1.02%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+37.3%
CAGR 3YN/A+16.6%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.64
Volatility 1Y13.11%19.60%
Max drawdown-17.70%-51.33%

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

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