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REVS vs USPX

Columbia Research Enhanced Value ETF vs Franklin U.S. Equity Index ETF

REVS

Columbia Research Enhanced Value ETF

Columbia Threadneedle

Annual cost

0.19%

Fund size

$284M

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

Key differences

  • USPX costs 0.16% less per year.
  • USPX is significantly larger than REVS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, USPX has delivered higher annualized returns.

Side-by-side comparison

REVSUSPX
Annual cost (TER)0.19%0.03%
Fund size (AUM)$284M$1.8B
Since20192016
Dividend yield0.97%1.09%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.9%+30.4%
CAGR 3Y+19.1%+23.1%
CAGR 5Y+11.7%+12.9%
Sharpe 3Y1.111.21
Volatility 1Y11.62%12.23%
Max drawdown-37.85%-31.21%

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

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