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RFV vs RPV

Invesco S&P MidCap 400 Pure Value ETF vs Invesco S&P 500 Pure Value ETF

RFV

Invesco S&P MidCap 400 Pure Value ETF

Invesco

Annual cost

0.35%

Fund size

$313M

RPV

Invesco S&P 500 Pure Value ETF

Invesco

Annual cost

0.35%

Fund size

$1.8B

Key differences

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

Side-by-side comparison

RFVRPV
Annual cost (TER)0.35%0.35%
Fund size (AUM)$313M$1.8B
Since20062006
Dividend yield1.88%2.33%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.6%+27.7%
CAGR 3Y+15.7%+18.5%
CAGR 5Y+9.0%+9.2%
Sharpe 3Y0.630.95
Volatility 1Y18.24%12.77%
Max drawdown-52.24%-50.67%

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

Similar to RFV and RPV