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PKW vs RFV

Invesco BuyBack Achievers ETF vs Invesco S&P MidCap 400 Pure Value ETF

PKW

Invesco BuyBack Achievers ETF

Invesco

Annual cost

0.62%

Fund size

$1.6B

RFV

Invesco S&P MidCap 400 Pure Value ETF

Invesco

Annual cost

0.35%

Fund size

$313M

Key differences

  • RFV costs 0.27% less per year.
  • PKW is significantly larger than RFV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PKW has delivered higher annualized returns.

Side-by-side comparison

PKWRFV
Annual cost (TER)0.62%0.35%
Fund size (AUM)$1.6B$313M
Since20062006
Dividend yield0.89%1.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+18.3%+24.6%
CAGR 3Y+18.4%+16.7%
CAGR 5Y+10.2%+9.8%
Sharpe 3Y0.940.67
Volatility 1Y13.30%18.26%
Max drawdown-40.93%-52.24%

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

Similar to PKW and RFV