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ISPY vs RWJ
ProShares S&P 500 High Income ETF vs Invesco S&P SmallCap 600 Revenue ETF
Key differences
ISPY is an alternative ETF, while RWJ is an equity ETF. ISPY charges 0.56% a year and RWJ 0.39%.
- ISPY is an alternative fund, while RWJ is an equity fund. They carry different risk/return profiles.
- ISPY follows a option income strategy; RWJ uses index tracking.
- RWJ costs 0.17% less per year.
- RWJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISPY | RWJ | |
|---|---|---|
| Annual cost (TER) | 0.56% | 0.39% |
| Fund size (AUM) | $1.3B | $1.9B |
| Since | 2023 | 2008 |
| Dividend yield | 4.62% | 1.01% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +22.3% | +37.6% |
| CAGR 3Y | N/A | +18.6% |
| CAGR 5Y | N/A | +8.0% |
| Sharpe 3Y | N/A | 0.71 |
| Volatility 1Y | 11.84% | 19.42% |
| Max drawdown | -16.88% | -51.33% |
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