Screener
RFV vs XSHQ
Invesco S&P MidCap 400 Pure Value ETF vs Invesco S&P SmallCap Quality ETF
Key differences
- XSHQ costs 0.06% less per year.
- Over the last 3 years, RFV has delivered higher annualized returns.
- RFV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RFV | XSHQ | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.29% |
| Fund size (AUM) | $313M | $246M |
| Since | 2006 | 2017 |
| Dividend yield | 1.88% | 1.39% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.6% | +16.2% |
| CAGR 3Y | +15.7% | +12.9% |
| CAGR 5Y | +9.0% | +6.1% |
| Sharpe 3Y | 0.63 | 0.53 |
| Volatility 1Y | 18.24% | 17.54% |
| Max drawdown | -52.24% | -38.33% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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