Screener
FMCX vs RPV
FM Focus Equity ETF vs Invesco S&P 500 Pure Value ETF
Key differences
Both FMCX and RPV are equity ETFs. FMCX charges 0.71% a year and RPV 0.35%. The main difference: FMCX follows a active selection strategy; RPV uses index tracking.
- FMCX follows a active selection strategy; RPV uses index tracking.
- RPV costs 0.36% less per year.
- RPV is much larger than FMCX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RPV has delivered higher annualized returns.
- RPV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMCX | RPV | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.35% |
| Fund size (AUM) | $118M | $1.8B |
| Since | 2022 | 2006 |
| Dividend yield | 0.33% | 2.29% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +14.1% | +30.5% |
| CAGR 3Y | +15.8% | +18.1% |
| CAGR 5Y | N/A | +10.0% |
| Sharpe 3Y | 0.86 | 0.94 |
| Volatility 1Y | 13.13% | 12.66% |
| Max drawdown | -17.70% | -50.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.