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IVOO vs RWK

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares vs Invesco S&P MidCap 400 Revenue ETF

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.4B

RWK

Invesco S&P MidCap 400 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.2B

Key differences

  • IVOO costs 0.32% less per year.
  • IVOO is significantly larger than RWK — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RWK has delivered higher annualized returns.

Side-by-side comparison

IVOORWK
Annual cost (TER)0.07%0.39%
Fund size (AUM)$5.4B$1.2B
Since20102008
Dividend yield1.23%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.7%+26.0%
CAGR 3Y+16.1%+17.5%
CAGR 5Y+7.8%+9.7%
Sharpe 3Y0.720.76
Volatility 1Y15.69%16.84%
Max drawdown-42.33%-46.20%

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

Similar to IVOO and RWK