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QBIG vs RWJ

Invesco Top QQQ ETF vs Invesco S&P SmallCap 600 Revenue ETF

QBIG

Invesco Top QQQ ETF

Invesco

Annual cost

0.29%

Fund size

$36M

RWJ

Invesco S&P SmallCap 600 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.8B

Key differences

  • QBIG costs 0.10% less per year.
  • RWJ is significantly larger than QBIG — larger funds tend to be more liquid and less likely to close.
  • QBIG follows a active selection strategy; RWJ uses index tracking.
  • RWJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

QBIGRWJ
Annual cost (TER)0.29%0.39%
Fund size (AUM)$36M$1.8B
Since20242008
Dividend yield0.00%1.02%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+43.5%+40.2%
CAGR 3YN/A+17.5%
CAGR 5YN/A+8.8%
Sharpe 3YN/A0.67
Volatility 1Y19.54%19.62%
Max drawdown-30.33%-51.33%

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

Similar to QBIG and RWJ