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MIDE vs RFG

Xtrackers S&P MidCap 400 Scored & Screened ETF vs Invesco S&P MidCap 400 Pure Growth ETF

MIDE

Xtrackers S&P MidCap 400 Scored & Screened ETF

Xtrackers

Annual cost

0.15%

Fund size

$4M

RFG

Invesco S&P MidCap 400 Pure Growth ETF

Invesco

Annual cost

0.35%

Fund size

$329M

Key differences

  • MIDE costs 0.20% less per year.
  • RFG is significantly larger than MIDE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RFG has delivered higher annualized returns.
  • RFG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MIDERFG
Annual cost (TER)0.15%0.35%
Fund size (AUM)$4M$329M
Since20212006
Dividend yield1.37%0.34%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.0%+34.2%
CAGR 3Y+16.6%+20.3%
CAGR 5Y+8.5%+8.6%
Sharpe 3Y0.740.84
Volatility 1Y16.01%18.65%
Max drawdown-24.59%-42.92%

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

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