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PXE vs RWK

Invesco Dynamic Energy Exploration & Production ETF vs Invesco S&P MidCap 400 Revenue ETF

PXE

Invesco Dynamic Energy Exploration & Production ETF

Invesco

Annual cost

0.61%

Fund size

$134M

RWK

Invesco S&P MidCap 400 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.2B

Key differences

  • RWK costs 0.22% less per year.
  • RWK is significantly larger than PXE — 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

PXERWK
Annual cost (TER)0.61%0.39%
Fund size (AUM)$134M$1.2B
Since20052008
Dividend yield1.93%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+34.8%+28.8%
CAGR 3Y+14.3%+18.4%
CAGR 5Y+20.0%+10.7%
Sharpe 3Y0.490.80
Volatility 1Y27.48%16.91%
Max drawdown-80.16%-46.20%

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

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